|
2001
|
Trust Company
Manhattan,
Kansas
|
$397K
|
-$15K
|
-321
|
-4%
|
|
|
2002
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$397K
|
–
|
–
|
–
|
|
|
2003
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$397K
|
+$4.89K
|
+105
|
+1%
|
|
|
2004
|
Oxford Financial Group
Carmel,
Indiana
|
$396K
|
-$3.49K
|
-75
|
-0.9%
|
|
|
2005
|
Charter Research & Investment Group
Southport,
Connecticut
|
$396K
|
–
|
–
|
–
|
|
|
2006
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$396K
|
+$2.79K
|
+60
|
+0.7%
|
|
|
2007
|
Childress Capital Advisors
Houston,
Texas
|
$394K
|
+$7.55K
|
+162
|
+2%
|
|
|
2008
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$393K
|
-$47.1K
|
-1,011
|
-11%
|
|
|
2009
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$391K
|
+$419
|
+9
|
+0.1%
|
|
|
2010
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$389K
|
-$61.5K
|
-1,320
|
-14%
|
|
|
2011
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$389K
|
-$15.4K
|
-330
|
-4%
|
|
|
2012
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$389K
|
+$115K
|
+2,466
|
+43%
|
|
|
2013
|
Corsicana & Co
Corsicana,
Texas
|
$389K
|
+$385K
|
+8,271
|
New
|
|
|
2014
|
Chilton Investment Company
Stamford,
Connecticut
|
$388K
|
-$89.6K
|
-1,923
|
-19%
|
|
|
2015
|
CCG Wealth Management
San Diego,
California
|
$387K
|
-$13.4K
|
-288
|
-3%
|
|
|
2016
|
Garrison Point Advisors
Walnut Creek,
California
|
$387K
|
+$419
|
+9
|
+0.1%
|
|
|
2017
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$385K
|
-$37.4K
|
-804
|
-9%
|
|
|
2018
|
BSW Wealth Partners
Boulder,
Colorado
|
$384K
|
–
|
–
|
–
|
|
|
2019
|
Mission Creek Capital Partners
San Francisco,
California
|
$384K
|
+$160K
|
+3,444
|
+73%
|
|
|
2020
|
Eagle Bay Advisors
New York
|
$383K
|
+$375K
|
+8,055
|
New
|
|
|
2021
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$382K
|
+$18K
|
+387
|
+5%
|
|
|
2022
|
Clarus Group
Houston,
Texas
|
$381K
|
-$40.8K
|
-876
|
-10%
|
|
|
2023
|
Gemmer Asset Management
Walnut Creek,
California
|
$381K
|
+$3.35K
|
+72
|
+0.9%
|
|
|
2024
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$380K
|
-$14K
|
-300
|
-4%
|
|
|
2025
|
Lindbrook Capital
Calabasas,
California
|
$379K
|
-$4.89K
|
-105
|
-1%
|
|
