|
2001
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1.34M
|
+$103K
|
+252
|
+8%
|
|
|
2002
|
Prudential plc
London, England,
United Kingdom
|
$1.34M
|
+$885K
|
+2,160
|
+155%
|
|
|
2003
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.34M
|
-$2.05K
|
-5
|
-0.1%
|
|
|
2004
|
HM Capital Management
Clayton,
Missouri
|
$1.33M
|
+$1.64K
|
+4
|
+0.1%
|
|
|
2005
|
Continuum Advisory
Eagle,
Idaho
|
$1.33M
|
-$356K
|
-868
|
-15%
|
|
|
2006
|
Front Row Advisors
Tiburon,
California
|
$1.33M
|
-$481K
|
-1,174
|
-25%
|
|
|
2007
|
Altman Advisors
Chicago,
Illinois
|
$1.33M
|
+$79.9K
|
+195
|
+6%
|
|
|
2008
|
One Day In July LLC
Burlington,
Vermont
|
$1.32M
|
+$6.55K
|
+16
|
+0.5%
|
|
|
2009
|
Hutchinson Capital Management
San Rafael,
California
|
$1.32M
|
+$112K
|
+273
|
+8%
|
|
|
2010
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$1.32M
|
–
|
–
|
–
|
|
|
2011
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.32M
|
+$103K
|
+252
|
+8%
|
|
|
2012
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.31M
|
+$427K
|
+1,042
|
+49%
|
|
|
2013
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.31M
|
+$2.46K
|
+6
|
+0.2%
|
|
|
2014
|
Old Port Advisors
Portland,
Maine
|
$1.31M
|
+$49.2K
|
+120
|
+4%
|
|
|
2015
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.31M
|
+$410
|
+1
|
+0%
|
|
|
2016
|
|
$1.3M
|
–
|
–
|
–
|
|
|
2017
|
Red Cedar Capital
Omaha,
Nebraska
|
$1.3M
|
–
|
–
|
–
|
|
|
2018
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.3M
|
+$9.42K
|
+23
|
+0.7%
|
|
|
2019
|
RhumbLine Advisers
Boston,
Massachusetts
|
$1.29M
|
+$28.7K
|
+70
|
+2%
|
|
|
2020
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.29M
|
–
|
–
|
–
|
|
|
2021
|
HC Advisors
Sandy Springs,
Georgia
|
$1.29M
|
–
|
–
|
–
|
|
|
2022
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.28M
|
-$2.01M
|
-4,900
|
-59%
|
|
|
2023
|
Hemington Wealth Management
Falls Church,
Virginia
|
$1.28M
|
-$618K
|
-1,508
|
-31%
|
|
|
2024
|
L.J. Altfest & Co
New York
|
$1.28M
|
+$44.2K
|
+108
|
+3%
|
|
|
2025
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.28M
|
-$4.51K
|
-11
|
-0.3%
|
|
