|
2001
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$99.3K
|
+$8.84K
|
+169
|
+11%
|
|
|
2002
|
Riverview Trust Company
Vancouver,
Washington
|
$99.1K
|
+$89.5K
|
+1,710
|
New
|
|
|
2003
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$97.6K
|
–
|
–
|
–
|
|
|
2004
|
Abound Wealth Management
Franklin,
Tennessee
|
$97.2K
|
+$1.73K
|
+33
|
+2%
|
|
|
2005
|
Rogco LP
Claremore,
Oklahoma
|
$96.5K
|
-$8.84K
|
-169
|
-9%
|
|
|
2006
|
Covestor
London,
United Kingdom
|
$95K
|
-$12.5K
|
-238
|
-13%
|
|
|
2007
|
Clearstead Trust
Portland,
Maine
|
$93.7K
|
+$9.73K
|
+186
|
+13%
|
|
|
2008
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$93.1K
|
–
|
–
|
–
|
|
|
2009
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$93K
|
-$578K
|
-11,041
|
-87%
|
|
|
2010
|
Mendota Financial Group
Madison,
Wisconsin
|
$93K
|
–
|
–
|
–
|
|
|
2011
|
SJS Investment Consulting
Sylvania,
Ohio
|
$91.9K
|
+$3.3K
|
+63
|
+4%
|
|
|
2012
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$89.8K
|
-$471
|
-9
|
-0.6%
|
|
|
2013
|
Frazier Financial Advisors
Columbus,
Ohio
|
$89.5K
|
+$4.13K
|
+79
|
+5%
|
|
|
2014
|
WR Wealth Planners
Columbia,
Missouri
|
$88.3K
|
+$79.7K
|
+1,523
|
New
|
|
|
2015
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$87.8K
|
-$78K
|
-1,490
|
-50%
|
|
|
2016
|
Addison Advisors
Middlebury,
Vermont
|
$87.2K
|
+$4.97K
|
+95
|
+7%
|
|
|
2017
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$87K
|
-$5.23K
|
-100
|
-6%
|
|
|
2018
|
Macroview Investment Management
Bethesda,
Maryland
|
$86.9K
|
-$942
|
-18
|
-1%
|
|
|
2019
|
Key Financial Inc
West Chester,
Pennsylvania
|
$85.6K
|
–
|
–
|
–
|
|
|
2020
|
Hollencrest Capital Management
Newport Beach,
California
|
$84.4K
|
–
|
–
|
–
|
|
|
2021
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$83K
|
–
|
–
|
–
|
|
|
2022
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$82.6K
|
–
|
–
|
–
|
|
|
2023
|
Westpac Banking Corp
Sydney,
Australia
|
$81.1K
|
-$202K
|
-3,856
|
-73%
|
|
|
2024
|
SRH Advisors
Salina,
Kansas
|
$81.1K
|
–
|
–
|
–
|
|
|
2025
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$79.1K
|
-$5.02K
|
-96
|
-7%
|
|
