|
2001
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$4.6M
|
-$635K
|
-939
|
-12%
|
|
|
2002
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$4.59M
|
+$445K
|
+659
|
+11%
|
|
|
2003
|
United Bank (Virginia)
Vienna,
Virginia
|
$4.59M
|
-$4.73K
|
-7
|
-0.1%
|
|
|
2004
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$4.59M
|
-$82.5K
|
-122
|
-2%
|
|
|
2005
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$4.59M
|
+$2.7K
|
+4
|
+0.1%
|
|
|
2006
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$4.59M
|
-$39.2K
|
-58
|
-0.9%
|
|
|
2007
|
Polen Capital Management
Boca Raton,
Florida
|
$4.58M
|
+$2.85M
|
+4,210
|
+168%
|
|
|
2008
|
Pursue Wealth Partners
Clayton,
California
|
$4.58M
|
-$547K
|
-809
|
-11%
|
|
|
2009
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$4.58M
|
-$446K
|
-660
|
-9%
|
|
|
2010
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$4.58M
|
-$135K
|
-200
|
-3%
|
|
|
2011
|
Steph & Co
Marinette,
Wisconsin
|
$4.57M
|
–
|
–
|
–
|
|
|
2012
|
Avalon Trust
Santa Fe,
New Mexico
|
$4.57M
|
-$383K
|
-567
|
-8%
|
|
|
2013
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$4.56M
|
+$385K
|
+569
|
+9%
|
|
|
2014
|
Libra Wealth
Los Gatos,
California
|
$4.55M
|
–
|
–
|
–
|
|
|
2015
|
Hillman Capital Management
Bethesda,
Maryland
|
$4.55M
|
+$4.51M
|
+6,676
|
New
|
|
|
2016
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$4.55M
|
-$50K
|
-74
|
-1%
|
|
|
2017
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$4.55M
|
+$182K
|
+269
|
+4%
|
|
|
2018
|
Insight Wealth Strategies
San Ramon,
California
|
$4.55M
|
+$31.8K
|
+47
|
+0.7%
|
|
|
2019
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$4.54M
|
–
|
–
|
–
|
|
|
2020
|
Keebeck Wealth Management
Chicago,
Illinois
|
$4.54M
|
+$44.6K
|
+66
|
+1%
|
|
|
2021
|
TownSquare Capital
Provo,
Utah
|
$4.53M
|
-$7.66M
|
-11,338
|
-63%
|
|
|
2022
|
Semus Wealth Partners
Boca Raton,
Florida
|
$4.52M
|
+$9.46K
|
+14
|
+0.2%
|
|
|
2023
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$4.52M
|
-$432K
|
-639
|
-9%
|
|
|
2024
|
Enclave Advisors
Austin,
Texas
|
$4.51M
|
+$3.38K
|
+5
|
+0.1%
|
|
|
2025
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$4.5M
|
–
|
–
|
–
|
|
