|
2001
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$708K
|
-$24.5K
|
-64
|
-3%
|
|
|
2002
|
SC&H Financial Advisors
Sparks,
Maryland
|
$707K
|
+$8.79K
|
+23
|
+1%
|
|
|
2003
|
CNB Bank
Clearfield,
Pennsylvania
|
$706K
|
-$623K
|
-1,631
|
-42%
|
|
|
2004
|
Harbor Group
Bedford,
New Hampshire
|
$706K
|
+$712K
|
+1,864
|
+466%
|
|
|
2005
|
National Wealth Management Group
Cincinnati,
Ohio
|
$706K
|
+$865K
|
+2,264
|
New
|
|
|
2006
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$705K
|
-$3.44K
|
-9
|
-0.4%
|
|
|
2007
|
Clear Creek Financial Management
Silverdale,
Washington
|
$705K
|
+$200K
|
+523
|
+30%
|
|
|
2008
|
Financial Advocates Investment Management
Olympia,
Washington
|
$704K
|
-$577K
|
-1,510
|
-40%
|
|
|
2009
|
Sovereign Financial Group
Stamford,
Connecticut
|
$702K
|
+$26.4K
|
+69
|
+3%
|
|
|
2010
|
TCM Advisors
Martinsburg,
West Virginia
|
$697K
|
–
|
–
|
–
|
|
|
2011
|
Evermay Wealth Management
Arlington,
Virginia
|
$695K
|
-$70.3K
|
-184
|
-8%
|
|
|
2012
|
LPWM LLC
Minneapolis,
Minnesota
|
$694K
|
-$146K
|
-382
|
-15%
|
|
|
2013
|
Everhart Financial Group
Dublin,
Ohio
|
$692K
|
-$885K
|
-2,316
|
-51%
|
|
|
2014
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$692K
|
-$28.3K
|
-74
|
-3%
|
|
|
2015
|
First Merchants Corp
Muncie,
Indiana
|
$692K
|
-$4.98M
|
-13,018
|
-85%
|
|
|
2016
|
Echo Wealth Management
Plymouth,
Minnesota
|
$691K
|
+$39.7K
|
+104
|
+5%
|
|
|
2017
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$689K
|
-$10.3K
|
-27
|
-1%
|
|
|
2018
|
AA Financial Advisors
Columbus,
Ohio
|
$688K
|
+$140K
|
+367
|
+20%
|
|
|
2019
|
Ninety One North America
New York
|
$688K
|
-$153K
|
-400
|
-15%
|
|
|
2020
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$688K
|
-$81.8K
|
-214
|
-9%
|
|
|
2021
|
Congress Asset Management
Boston,
Massachusetts
|
$687K
|
-$574K
|
-1,501
|
-41%
|
|
|
2022
|
Lion Street Advisors
Austin,
Texas
|
$682K
|
+$566K
|
+1,480
|
+209%
|
|
|
2023
|
West Michigan Advisors
Holland,
Michigan
|
$682K
|
-$6.88K
|
-18
|
-0.8%
|
|
|
2024
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$681K
|
–
|
–
|
–
|
|
|
2025
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$680K
|
-$164K
|
-429
|
-16%
|
|
