|
2001
|
Portside Wealth Group
Provo,
Utah
|
$259K
|
-$507K
|
-2,910
|
-66%
|
|
|
2002
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$258K
|
+$349
|
+2
|
+0.1%
|
|
|
2003
|
Morton Capital Management
Calabasas,
California
|
$258K
|
–
|
–
|
–
|
|
|
2004
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$257K
|
–
|
–
|
–
|
|
|
2005
|
Gibson Capital
Wexford,
Pennsylvania
|
$257K
|
+$259K
|
+1,487
|
New
|
|
|
2006
|
Private Wealth Management Group
Princeton,
New Jersey
|
$256K
|
–
|
–
|
–
|
|
|
2007
|
Private Advisory Group
Redmond,
Washington
|
$254K
|
–
|
–
|
–
|
|
|
2008
|
Truvestments Capital
Sarasota,
Florida
|
$254K
|
+$1.4K
|
+8
|
+0.5%
|
|
|
2009
|
TD Asset Management
Toronto,
Ontario, Canada
|
$253K
|
-$10.5K
|
-60
|
-4%
|
|
|
2010
|
Apriem Advisors
Irvine,
California
|
$252K
|
–
|
–
|
–
|
|
|
2011
|
Redmond Asset Management
Henrico,
Virginia
|
$252K
|
-$1.74K
|
-10
|
-0.7%
|
|
|
2012
|
Define Financial
San Diego,
California
|
$251K
|
-$9.24K
|
-53
|
-3%
|
|
|
2013
|
Lantz Financial
Naperville,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
2014
|
Sage Investment Counsel
Franklin,
Tennessee
|
$250K
|
+$252K
|
+1,444
|
New
|
|
|
2015
|
Serenus Wealth Advisors
Santa Monica,
California
|
$249K
|
–
|
–
|
–
|
|
|
2016
|
Novare Capital Management
Charlotte,
North Carolina
|
$249K
|
–
|
–
|
–
|
|
|
2017
|
Umpqua Bank
Lake Oswego,
Oregon
|
$249K
|
+$251K
|
+1,439
|
New
|
|
|
2018
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$248K
|
+$1.57K
|
+9
|
+0.6%
|
|
|
2019
|
Red Lighthouse Investment Management
New York
|
$248K
|
+$41.3K
|
+237
|
+18%
|
|
|
2020
|
First Nebraska Trust
Lincoln,
Nebraska
|
$248K
|
–
|
–
|
–
|
|
|
2021
|
RAM Investment Partners
Bellevue,
Washington
|
$247K
|
+$872
|
+5
|
+0.4%
|
|
|
2022
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$246K
|
-$71K
|
-407
|
-22%
|
|
|
2023
|
Allspring Global Investments
Charlotte,
North Carolina
|
$246K
|
+$199K
|
+1,142
|
+402%
|
|
|
2024
|
Aviance Capital Partners
Naples,
Florida
|
$245K
|
-$18K
|
-103
|
-7%
|
|
|
2025
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$245K
|
–
|
–
|
–
|
|
