|
2001
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$574K
|
+$462
|
+4
|
+0.1%
|
|
|
2002
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$573K
|
+$109K
|
+939
|
+23%
|
|
|
2003
|
Members Wealth
Media,
Pennsylvania
|
$573K
|
+$507K
|
+4,390
|
New
|
|
|
2004
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$571K
|
+$15.5K
|
+134
|
+3%
|
|
|
2005
|
Allen Capital Group
Grand Island,
Nebraska
|
$569K
|
+$38.4K
|
+332
|
+7%
|
|
|
2006
|
Vicus Capital
State College,
Pennsylvania
|
$569K
|
+$1.04K
|
+9
|
+0.2%
|
|
|
2007
|
Westmount Partners
Los Angeles,
California
|
$569K
|
-$3.7K
|
-32
|
-0.6%
|
|
|
2008
|
Rice Hall James & Associates
San Diego,
California
|
$566K
|
–
|
–
|
–
|
|
|
2009
|
Alta Capital Management
Salt Lake City,
Utah
|
$566K
|
–
|
–
|
–
|
|
|
2010
|
Forte Capital
Rochester,
New York
|
$564K
|
+$35.8K
|
+310
|
+7%
|
|
|
2011
|
Covenant Asset Management
Chester,
New Jersey
|
$564K
|
–
|
–
|
–
|
|
|
2012
|
D'Orazio & Associates
Falls Church,
Virginia
|
$563K
|
+$78.9K
|
+683
|
+16%
|
|
|
2013
|
Moment Partners
San Francisco,
California
|
$563K
|
+$575K
|
+4,978
|
New
|
|
|
2014
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$561K
|
–
|
–
|
–
|
|
|
2015
|
Lantern Wealth Advisors
Melville,
New York
|
$558K
|
+$3K
|
+26
|
+0.5%
|
|
|
2016
|
Clear Creek Financial Management
Silverdale,
Washington
|
$558K
|
+$22.6K
|
+196
|
+4%
|
|
|
2017
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$558K
|
-$43.6K
|
-377
|
-7%
|
|
|
2018
|
Stratos Investment Management
Beachwood,
Ohio
|
$556K
|
+$270K
|
+2,335
|
+91%
|
|
|
2019
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$555K
|
–
|
–
|
–
|
|
|
2020
|
Campion Asset Management
Falls Church,
Virginia
|
$554K
|
-$7.4K
|
-64
|
-1%
|
|
|
2021
|
Journey Strategic Wealth
Summit,
New Jersey
|
$554K
|
+$3K
|
+26
|
+0.5%
|
|
|
2022
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$553K
|
–
|
–
|
–
|
|
|
2023
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$553K
|
+$2.66K
|
+23
|
+0.5%
|
|
|
2024
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$553K
|
-$11.3K
|
-98
|
-2%
|
|
|
2025
|
Golden State Equity Partners
South Coast Metro,
California
|
$552K
|
-$47K
|
-407
|
-8%
|
|
