|
2001
|
Garrison Point Advisors
Walnut Creek,
California
|
$356K
|
–
|
–
|
–
|
|
|
2002
|
Cobblestone Capital Advisors
Rochester,
New York
|
$355K
|
-$55K
|
-100
|
-13%
|
|
|
2003
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$355K
|
-$40.7K
|
-74
|
-10%
|
|
|
2004
|
Eagle Capital Management (New York)
New York
|
$355K
|
–
|
–
|
–
|
|
|
2005
|
City National Bank of Florida
Miami,
Florida
|
$355K
|
+$376K
|
+683
|
New
|
|
|
2006
|
Clarkston Capital Partners
Rochester,
Michigan
|
$351K
|
–
|
–
|
–
|
|
|
2007
|
Iconiq Capital
San Francisco,
California
|
$350K
|
-$77K
|
-140
|
-17%
|
|
|
2008
|
Brighton Securities
Rochester,
New York
|
$349K
|
+$369K
|
+672
|
New
|
|
|
2009
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$349K
|
+$26.4K
|
+48
|
+8%
|
|
|
2010
|
First Command Advisory Services
Fort Worth,
Texas
|
$348K
|
–
|
–
|
–
|
|
|
2011
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$347K
|
+$145K
|
+263
|
+65%
|
|
|
2012
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$347K
|
+$108K
|
+197
|
+42%
|
|
|
2013
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$346K
|
+$366K
|
+666
|
New
|
|
|
2014
|
Carrera Capital Advisors
Troy,
Michigan
|
$344K
|
-$939K
|
-1,708
|
-72%
|
|
|
2015
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$344K
|
-$97.9K
|
-178
|
-21%
|
|
|
2016
|
Evermay Wealth Management
Arlington,
Virginia
|
$344K
|
-$63.2K
|
-115
|
-15%
|
|
|
2017
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$343K
|
-$204K
|
-371
|
-36%
|
|
|
2018
|
Autumn Glory Partners
Dallas,
Texas
|
$343K
|
-$389K
|
-707
|
-52%
|
|
|
2019
|
Human Investing
Lake Oswego,
Oregon
|
$343K
|
-$550
|
-1
|
-0.2%
|
|
|
2020
|
Matthew Hamilton Rosenberg
|
$343K
|
+$45.6K
|
+83
|
+14%
|
|
|
2021
|
MBL Wealth
Charlotte,
North Carolina
|
$342K
|
-$202K
|
-368
|
-36%
|
|
|
2022
|
Atala Financial
Calabasas,
California
|
$342K
|
+$362K
|
+658
|
New
|
|
|
2023
|
WestHill Financial Advisors
San Rafael,
California
|
$342K
|
-$5.5K
|
-10
|
-1%
|
|
|
2024
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$341K
|
+$361K
|
+656
|
New
|
|
|
2025
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$340K
|
-$148K
|
-270
|
-29%
|
|
