|
2001
|
Private Ocean
San Rafael,
California
|
$209K
|
+$59K
|
+290
|
+42%
|
|
|
2002
|
Resource Planning Group
Atlanta,
Georgia
|
$208K
|
-$39.9K
|
-196
|
-17%
|
|
|
2003
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$208K
|
+$197K
|
+970
|
New
|
|
|
2004
|
Tranquility Partners
Brentwood,
Tennessee
|
$207K
|
+$196K
|
+966
|
New
|
|
|
2005
|
Bay Colony Advisors
Concord,
Massachusetts
|
$205K
|
+$194K
|
+954
|
New
|
|
|
2006
|
West Michigan Advisors
Holland,
Michigan
|
$205K
|
+$195K
|
+958
|
New
|
|
|
2007
|
BlackDiamond Wealth Management
New York
|
$204K
|
+$194K
|
+952
|
New
|
|
|
2008
|
Parkside Advisors
Berkeley,
California
|
$203K
|
+$192K
|
+946
|
New
|
|
|
2009
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$202K
|
+$192K
|
+943
|
New
|
|
|
2010
|
MONECO Advisors
Fairfield,
Connecticut
|
$201K
|
+$179K
|
+881
|
New
|
|
|
2011
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$201K
|
+$190K
|
+936
|
New
|
|
|
2012
|
Monetary Management Group
St Louis,
Missouri
|
$200K
|
-$153K
|
-750
|
-45%
|
|
|
2013
|
|
$197K
|
+$12K
|
+59
|
+7%
|
|
|
2014
|
Bellevue Asset Management
Bellevue,
Washington
|
$194K
|
-$118K
|
-580
|
-39%
|
|
|
2015
|
CVA Family Office
Denver,
Colorado
|
$191K
|
+$152K
|
+748
|
+527%
|
|
|
2016
|
Bellwether Advisors
Lincoln,
Nebraska
|
$187K
|
–
|
–
|
–
|
|
|
2017
|
Stephens Investment Management Group
Houston,
Texas
|
$186K
|
–
|
–
|
–
|
|
|
2018
|
CNB Bank
Clearfield,
Pennsylvania
|
$182K
|
-$3.86K
|
-19
|
-2%
|
|
|
2019
|
Webster Bank
Waterbury,
Connecticut
|
$181K
|
–
|
–
|
–
|
|
|
2020
|
First Command Financial Services
Fort Worth,
Texas
|
$177K
|
–
|
–
|
–
|
|
|
2021
|
Lee Financial
Dallas,
Texas
|
$177K
|
+$3.46K
|
+17
|
+2%
|
|
|
2022
|
Rock Creek Group
Washington,
District of Columbia
|
$174K
|
+$27.1K
|
+133
|
+20%
|
|
|
2023
|
MV Capital Management
Bethesda,
Maryland
|
$173K
|
+$8.95K
|
+44
|
+6%
|
|
|
2024
|
LSV Asset Management
Chicago,
Illinois
|
$171K
|
–
|
–
|
–
|
|
|
2025
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$169K
|
+$82.4K
|
+405
|
+105%
|
|
