|
2001
|
Traveka Wealth
Los Altos,
California
|
$357K
|
+$39.3K
|
+70
|
+13%
|
|
|
2002
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$357K
|
-$28.1K
|
-50
|
-8%
|
|
|
2003
|
|
$356K
|
-$606K
|
-1,080
|
-64%
|
|
|
2004
|
Alpha Cubed Investments
Irvine,
California
|
$356K
|
-$14.6K
|
-26
|
-4%
|
|
|
2005
|
Wealth Group
Raleigh,
North Carolina
|
$356K
|
+$344K
|
+613
|
New
|
|
|
2006
|
Horan Securities
Cincinnati,
United States
|
$355K
|
+$8.42K
|
+15
|
+3%
|
|
|
2007
|
LexAurum Advisors
Overland Park,
Kansas
|
$351K
|
–
|
–
|
–
|
|
|
2008
|
Summit Global Investments
Bountiful,
Utah
|
$351K
|
-$420K
|
-749
|
-55%
|
|
|
2009
|
|
$350K
|
–
|
–
|
–
|
|
|
2010
|
Patron Partners
Houston,
Texas
|
$350K
|
+$8.98K
|
+16
|
+3%
|
|
|
2011
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$350K
|
–
|
–
|
–
|
|
|
2012
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$350K
|
–
|
–
|
–
|
|
|
2013
|
New England Research & Management
Chicago,
Illinois
|
$349K
|
+$337K
|
+600
|
New
|
|
|
2014
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$349K
|
-$87K
|
-155
|
-21%
|
|
|
2015
|
Raub Brock Capital Management
Larkspur,
California
|
$349K
|
–
|
–
|
–
|
|
|
2016
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$348K
|
+$336K
|
+599
|
New
|
|
|
2017
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$348K
|
-$34.8K
|
-62
|
-9%
|
|
|
2018
|
Rock Point Advisors
Burlington,
Vermont
|
$348K
|
-$16.8K
|
-30
|
-5%
|
|
|
2019
|
Financial Engines Advisors
Santa Clara,
California
|
$347K
|
+$56.7K
|
+101
|
+20%
|
|
|
2020
|
Tiemann Investment Advisors
Menlo Park,
California
|
$347K
|
–
|
–
|
–
|
|
|
2021
|
Claro Advisors
Boston,
Massachusetts
|
$345K
|
+$333K
|
+593
|
New
|
|
|
2022
|
Financial Council
Towson,
Maryland
|
$343K
|
–
|
–
|
–
|
|
|
2023
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$343K
|
–
|
–
|
–
|
|
|
2024
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$339K
|
+$1.12K
|
+2
|
+0.3%
|
|
|
2025
|
Clearstead Trust
Portland,
Maine
|
$339K
|
-$698K
|
-1,244
|
-68%
|
|
