|
2001
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$709K
|
+$87.2K
|
+484
|
+15%
|
|
|
2002
|
HWG Holdings
Houston,
Texas
|
$701K
|
+$7.21K
|
+40
|
+1%
|
|
|
2003
|
|
$700K
|
-$8.12M
|
-45,087
|
-92%
|
|
|
2004
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$697K
|
-$16.2K
|
-90
|
-2%
|
|
|
2005
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$696K
|
+$668K
|
+3,705
|
New
|
|
|
2006
|
Gyroscope Capital Management Group
Naples,
Florida
|
$695K
|
–
|
–
|
–
|
|
|
2007
|
United Asset Strategies
Garden City,
New York
|
$693K
|
+$6.13K
|
+34
|
+0.9%
|
|
|
2008
|
Tiemann Investment Advisors
Menlo Park,
California
|
$692K
|
+$6.31K
|
+35
|
+1%
|
|
|
2009
|
XML Financial
Bethesda,
Maryland
|
$690K
|
+$662K
|
+3,673
|
New
|
|
|
2010
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$689K
|
-$2.93M
|
-16,277
|
-82%
|
|
|
2011
|
Riverview Trust Company
Vancouver,
Washington
|
$688K
|
-$5.95K
|
-33
|
-0.9%
|
|
|
2012
|
St Louis Trust
Saint Louis,
Missouri
|
$688K
|
–
|
–
|
–
|
|
|
2013
|
LGL Partners
Philadelphia,
Pennsylvania
|
$688K
|
+$9.37K
|
+52
|
+1%
|
|
|
2014
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$687K
|
-$5.04K
|
-28
|
-0.8%
|
|
|
2015
|
Private Portfolio Partners
Paramus,
New Jersey
|
$685K
|
-$13.2K
|
-73
|
-2%
|
|
|
2016
|
Delta Asset Management
Memphis,
Tennessee
|
$684K
|
–
|
–
|
–
|
|
|
2017
|
CreativeOne Wealth
Overland Park,
Kansas
|
$683K
|
+$18.2K
|
+101
|
+3%
|
|
|
2018
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$682K
|
+$654K
|
+3,630
|
New
|
|
|
2019
|
Boston Partners
Boston,
Massachusetts
|
$677K
|
–
|
–
|
–
|
|
|
2020
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$676K
|
–
|
–
|
–
|
|
|
2021
|
Dodge & Cox
San Francisco,
California
|
$676K
|
–
|
–
|
–
|
|
|
2022
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$675K
|
+$35.1K
|
+195
|
+6%
|
|
|
2023
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$667K
|
–
|
–
|
–
|
|
|
2024
|
Delta Investment Management
San Francisco,
California
|
$667K
|
+$641K
|
+3,555
|
New
|
|
|
2025
|
GM Advisory Group
Melville,
New York
|
$662K
|
-$306K
|
-1,700
|
-33%
|
|
