|
2001
|
Strategic Wealth Partners
Independence,
Ohio
|
$257K
|
+$273K
|
+9,991
|
New
|
|
|
2002
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$255K
|
+$237K
|
+8,672
|
New
|
|
|
2003
|
G&S Capital
Denver,
Colorado
|
$255K
|
+$237K
|
+8,683
|
New
|
|
|
2004
|
Hendershot Investments
Centreville,
Virginia
|
$254K
|
-$35.3K
|
-1,291
|
-13%
|
|
|
2005
|
|
$253K
|
–
|
–
|
–
|
|
|
2006
|
Chesapeake Asset Management
New York
|
$253K
|
+$819
|
+30
|
+0.3%
|
|
|
2007
|
Arcus Capital Partners
Atlanta,
Georgia
|
$253K
|
+$236K
|
+8,629
|
New
|
|
|
2008
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$251K
|
-$7.24K
|
-265
|
-3%
|
|
|
2009
|
Avity Investment Management
Greenwich,
Connecticut
|
$251K
|
–
|
–
|
–
|
|
|
2010
|
|
$249K
|
–
|
–
|
–
|
|
|
2011
|
RGT Wealth Advisors
Dallas,
Texas
|
$248K
|
-$56.8K
|
-2,081
|
-20%
|
|
|
2012
|
Ascent Wealth Partners
New Hartford,
New York
|
$247K
|
+$27K
|
+987
|
+13%
|
|
|
2013
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$246K
|
–
|
–
|
–
|
|
|
2014
|
Tortoise Investment Management
White Plains,
New York
|
$246K
|
+$9.04K
|
+331
|
+4%
|
|
|
2015
|
|
$245K
|
-$41.6K
|
-1,523
|
-15%
|
|
|
2016
|
Wedge Capital Management
Charlotte,
North Carolina
|
$245K
|
+$4.81K
|
+176
|
+2%
|
|
|
2017
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$245K
|
+$50.6K
|
+1,853
|
+29%
|
|
|
2018
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$244K
|
+$7.24K
|
+265
|
+3%
|
|
|
2019
|
Affiance Financial
St. Louis Park,
Minnesota
|
$243K
|
-$84K
|
-3,076
|
-27%
|
|
|
2020
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$243K
|
-$7.18K
|
-263
|
-3%
|
|
|
2021
|
BTC Capital Management
Des Moines,
Iowa
|
$243K
|
+$228K
|
+8,361
|
New
|
|
|
2022
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$242K
|
–
|
–
|
–
|
|
|
2023
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$242K
|
+$227K
|
+8,309
|
New
|
|
|
2024
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$240K
|
-$35.3K
|
-1,291
|
-14%
|
|
|
2025
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$239K
|
+$222K
|
+8,143
|
New
|
|
