|
2001
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$86K
|
-$5.47K
|
-30
|
-6%
|
|
|
2002
|
Castle Wealth Management
West Palm Beach,
Florida
|
$84K
|
+$84.1K
|
+461
|
New
|
|
|
2003
|
First Personal Financial Services
Charlotte,
North Carolina
|
$82K
|
–
|
–
|
–
|
|
|
2004
|
HBC Financial Services
Seattle,
Washington
|
$82K
|
+$182
|
+1
|
+0.2%
|
|
|
2005
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$81K
|
–
|
–
|
–
|
|
|
2006
|
Column Capital Advisors
Indianapolis,
Indiana
|
$79K
|
-$19.2K
|
-105
|
-20%
|
|
|
2007
|
Riverview Trust Company
Vancouver,
Washington
|
$77K
|
-$8.57K
|
-47
|
-10%
|
|
|
2008
|
Schubert & Co
Mckinney,
Texas
|
$75K
|
+$11.5K
|
+63
|
+18%
|
|
|
2009
|
Family CFO
Los Altos,
California
|
$73K
|
–
|
–
|
–
|
|
|
2010
|
Addison Advisors
Middlebury,
Vermont
|
$73K
|
-$21.2K
|
-116
|
-22%
|
|
|
2011
|
Financial Advantage
Columbia,
Maryland
|
$73K
|
–
|
–
|
–
|
|
|
2012
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$72K
|
-$3.65K
|
-20
|
-5%
|
|
|
2013
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$71K
|
–
|
–
|
–
|
|
|
2014
|
Macroview Investment Management
Bethesda,
Maryland
|
$70K
|
–
|
–
|
–
|
|
|
2015
|
Leelyn Smith
Geneva,
Illinois
|
$66K
|
-$1.82K
|
-10
|
-3%
|
|
|
2016
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$64.8K
|
–
|
–
|
–
|
|
|
2017
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$64K
|
–
|
–
|
–
|
|
|
2018
|
Rise Advisors
Rochester,
New York
|
$64K
|
+$32.6K
|
+179
|
+105%
|
|
|
2019
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$62K
|
-$12.8K
|
-70
|
-17%
|
|
|
2020
|
EARNEST Partners
Atlanta,
Georgia
|
$62K
|
–
|
–
|
–
|
|
|
2021
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$62K
|
+$7.3K
|
+40
|
+13%
|
|
|
2022
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$59K
|
–
|
–
|
–
|
|
|
2023
|
Clearstead Trust
Portland,
Maine
|
$58K
|
–
|
–
|
–
|
|
|
2024
|
Operose Advisors
Milwaukee,
Wisconsin
|
$58K
|
–
|
–
|
–
|
|
|
2025
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$55K
|
–
|
–
|
–
|
|
