|
2001
|
Pacific Capital Wealth Advisors
Corona,
California
|
$489K
|
+$13.4K
|
+48
|
+3%
|
|
|
2002
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$485K
|
+$97.7K
|
+350
|
+24%
|
|
|
2003
|
North Star Investment Management
Chicago,
Illinois
|
$485K
|
–
|
–
|
–
|
|
|
2004
|
Edgewood Management
Greenwich,
Connecticut
|
$484K
|
–
|
–
|
–
|
|
|
2005
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$484K
|
+$20.9K
|
+75
|
+4%
|
|
|
2006
|
CEDRUS
Littleton,
Colorado
|
$484K
|
+$15.1K
|
+54
|
+3%
|
|
|
2007
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$483K
|
+$18.2K
|
+65
|
+4%
|
|
|
2008
|
Index Fund Advisors
Irvine,
California
|
$482K
|
+$1.12K
|
+4
|
+0.2%
|
|
|
2009
|
ASB Consultores
Aventura,
Florida
|
$481K
|
-$30.2K
|
-108
|
-6%
|
|
|
2010
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$480K
|
-$167K
|
-598
|
-25%
|
|
|
2011
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$478K
|
–
|
–
|
–
|
|
|
2012
|
First Nebraska Trust
Lincoln,
Nebraska
|
$477K
|
–
|
–
|
–
|
|
|
2013
|
Rye Brook Capital
Greenwich,
Connecticut
|
$477K
|
-$159K
|
-570
|
-24%
|
|
|
2014
|
Platt Investment Counsel
Lake Mary,
Florida
|
$477K
|
–
|
–
|
–
|
|
|
2015
|
DB Wealth Management Group
San Diego,
California
|
$475K
|
–
|
–
|
–
|
|
|
2016
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$475K
|
+$35.2K
|
+126
|
+8%
|
|
|
2017
|
WealthSpring Partners
Long Beach,
California
|
$474K
|
+$499K
|
+1,788
|
New
|
|
|
2018
|
ML&R Wealth Management
Austin,
Texas
|
$473K
|
+$23.2K
|
+83
|
+5%
|
|
|
2019
|
Aprio Wealth Management
Atlanta,
Georgia
|
$473K
|
+$498K
|
+1,783
|
New
|
|
|
2020
|
Dash Acquisitions
Woodland Hills,
California
|
$471K
|
+$50.8K
|
+182
|
+11%
|
|
|
2021
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$471K
|
+$495K
|
+1,774
|
New
|
|
|
2022
|
Kinloch Capital
Glen Allen,
Virginia
|
$470K
|
+$71.8K
|
+257
|
+17%
|
|
|
2023
|
GeoWealth Management
Chicago,
Illinois
|
$469K
|
-$133K
|
-477
|
-21%
|
|
|
2024
|
|
$469K
|
+$33.5K
|
+120
|
+7%
|
|
|
2025
|
Wealthquest
Cincinnati,
Ohio
|
$468K
|
+$15.4K
|
+55
|
+3%
|
|
