|
2001
|
Colonial River Investments
Midlothian,
Virginia
|
$218K
|
+$198K
|
+923
|
New
|
|
|
2002
|
LRI Investments
Palm Beach Gardens,
Florida
|
$216K
|
+$115K
|
+535
|
+140%
|
|
|
2003
|
Source Financial Advisors
New York
|
$216K
|
+$197K
|
+916
|
New
|
|
|
2004
|
Pring Turner Capital Group
Alamo,
California
|
$215K
|
+$196K
|
+912
|
New
|
|
|
2005
|
Tenon Financial
Metuchen,
New Jersey
|
$215K
|
+$195K
|
+910
|
New
|
|
|
2006
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$214K
|
+$3K
|
+14
|
+2%
|
|
|
2007
|
TCTC Holdings
Dallas,
Texas
|
$214K
|
–
|
–
|
–
|
|
|
2008
|
Blue Fin Capital
Warren,
Rhode Island
|
$214K
|
+$194K
|
+906
|
New
|
|
|
2009
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$213K
|
+$193K
|
+901
|
New
|
|
|
2010
|
Becker Capital Management
Portland,
Oregon
|
$212K
|
+$193K
|
+900
|
New
|
|
|
2011
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$212K
|
+$193K
|
+900
|
New
|
|
|
2012
|
Beaton Management Company
Haverhill,
Massachusetts
|
$212K
|
+$193K
|
+900
|
New
|
|
|
2013
|
Adell Harriman & Carpenter
Houston,
Texas
|
$212K
|
+$193K
|
+898
|
New
|
|
|
2014
|
Lantz Financial
Naperville,
Illinois
|
$212K
|
+$193K
|
+898
|
New
|
|
|
2015
|
InceptionR
Lafayette,
California
|
$211K
|
-$311K
|
-1,449
|
-62%
|
|
|
2016
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$211K
|
+$192K
|
+895
|
New
|
|
|
2017
|
Foguth Wealth Management
Brighton,
Michigan
|
$211K
|
+$192K
|
+894
|
New
|
|
|
2018
|
Cabot Wealth Management
Salem,
Massachusetts
|
$210K
|
+$191K
|
+890
|
New
|
|
|
2019
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$209K
|
+$190K
|
+885
|
New
|
|
|
2020
|
WR Wealth Planners
Columbia,
Missouri
|
$209K
|
-$30.1K
|
-140
|
-14%
|
|
|
2021
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$209K
|
+$190K
|
+884
|
New
|
|
|
2022
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$208K
|
+$190K
|
+883
|
New
|
|
|
2023
|
Accel Wealth Management
Waverly,
Iowa
|
$208K
|
+$190K
|
+883
|
New
|
|
|
2024
|
Wealthstream Advisors
New York
|
$208K
|
+$189K
|
+879
|
New
|
|
|
2025
|
Stonebrook Private
Northville,
Michigan
|
$208K
|
+$189K
|
+879
|
New
|
|
