|
2001
|
Mason Investment Advisory Services
Reston,
Virginia
|
$366K
|
+$118K
|
+306
|
+52%
|
|
|
2002
|
Avalon Trust
Santa Fe,
New Mexico
|
$365K
|
+$50.2K
|
+130
|
+17%
|
|
|
2003
|
Dearborn Partners
Chicago,
Illinois
|
$364K
|
+$30.9K
|
+80
|
+10%
|
|
|
2004
|
Bellwether Advisors
Lincoln,
Nebraska
|
$363K
|
–
|
–
|
–
|
|
|
2005
|
Perennial Advisors
New York
|
$363K
|
-$15.4K
|
-40
|
-4%
|
|
|
2006
|
Patten Group
Chattanooga,
Tennessee
|
$363K
|
–
|
–
|
–
|
|
|
2007
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$363K
|
–
|
–
|
–
|
|
|
2008
|
Inlet Private Wealth
Jupiter,
Florida
|
$362K
|
+$343K
|
+889
|
New
|
|
|
2009
|
O'Dell Group
Cincinnati,
Ohio
|
$360K
|
-$99.1K
|
-257
|
-23%
|
|
|
2010
|
Empirical Finance
Havertown,
Pennsylvania
|
$360K
|
–
|
–
|
–
|
|
|
2011
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$360K
|
-$5.79K
|
-15
|
-2%
|
|
|
2012
|
Stiles Financial Services
Edina,
Minnesota
|
$360K
|
–
|
–
|
–
|
|
|
2013
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$359K
|
+$5.79K
|
+15
|
+2%
|
|
|
2014
|
Walker Asset Management
Verona,
Missouri
|
$358K
|
–
|
–
|
–
|
|
|
2015
|
Carlson Capital Management
Northfield,
Minnesota
|
$358K
|
-$13.1K
|
-34
|
-4%
|
|
|
2016
|
Catalyst Private Wealth
San Mateo,
California
|
$358K
|
–
|
–
|
–
|
|
|
2017
|
Kennedy Investment Group
West Depford,
New Jersey
|
$358K
|
+$5.4K
|
+14
|
+2%
|
|
|
2018
|
High Note Wealth
Deephaven,
Minnesota
|
$355K
|
–
|
–
|
–
|
|
|
2019
|
Castleview Partners
Dallas,
Texas
|
$354K
|
-$177K
|
-458
|
-35%
|
|
|
2020
|
VOYA Investment Management
Atlanta,
Georgia
|
$354K
|
–
|
–
|
–
|
|
|
2021
|
HM Payson & Co
Portland,
Maine
|
$354K
|
-$174K
|
-450
|
-34%
|
|
|
2022
|
&Partners
Nashville,
Tennessee
|
$352K
|
-$48.2K
|
-125
|
-13%
|
|
|
2023
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$351K
|
–
|
–
|
–
|
|
|
2024
|
ABLE Financial Group
Scottsdale,
Arizona
|
$349K
|
+$58.3K
|
+151
|
+21%
|
|
|
2025
|
Northwest Bank & Trust
Davenport,
Iowa
|
$349K
|
+$330K
|
+856
|
New
|
|
