|
2001
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$250K
|
+$297K
|
+2,066
|
New
|
|
|
2002
|
Smith, Moore & Co
Clayton,
Missouri
|
$248K
|
-$9.5K
|
-66
|
-3%
|
|
|
2003
|
Abacus Planning Group
Columbia,
South Carolina
|
$248K
|
-$30.1K
|
-209
|
-9%
|
|
|
2004
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$248K
|
+$295K
|
+2,053
|
New
|
|
|
2005
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$247K
|
-$62.3K
|
-433
|
-17%
|
|
|
2006
|
WJ Wealth Management
Glendale,
Arizona
|
$247K
|
-$242K
|
-1,680
|
-45%
|
|
|
2007
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$247K
|
+$79.1K
|
+550
|
+37%
|
|
|
2008
|
NBT Bank
Norwich,
New York
|
$246K
|
+$23.7K
|
+165
|
+9%
|
|
|
2009
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$246K
|
+$294K
|
+2,044
|
New
|
|
|
2010
|
Estabrook Capital Management
New York
|
$246K
|
–
|
–
|
–
|
|
|
2011
|
Traveka Wealth
Los Altos,
California
|
$245K
|
-$106K
|
-735
|
-27%
|
|
|
2012
|
TTP Investments
San Jose,
California
|
$244K
|
-$2.65M
|
-18,427
|
-90%
|
|
|
2013
|
Douglass Winthrop Advisors
New York
|
$244K
|
-$21.6K
|
-150
|
-7%
|
|
|
2014
|
American Investment Services
Great Barrington,
Massachusetts
|
$244K
|
-$144
|
-1
|
-0%
|
|
|
2015
|
GK Wealth Management
Reno,
Nevada
|
$244K
|
+$290K
|
+2,018
|
New
|
|
|
2016
|
Clarity Wealth Advisors
San Jose,
California
|
$243K
|
-$12.1K
|
-84
|
-4%
|
|
|
2017
|
Oak Harvest Investment Services
Houston,
Texas
|
$242K
|
-$968K
|
-6,728
|
-77%
|
|
|
2018
|
Roth Financial Partners
Kingwood,
Texas
|
$242K
|
–
|
–
|
–
|
|
|
2019
|
Keener Financial Planning
Keller,
Texas
|
$241K
|
–
|
–
|
–
|
|
|
2020
|
Auxano Advisors
Bellevue,
Washington
|
$240K
|
+$64.9K
|
+451
|
+29%
|
|
|
2021
|
Red Door Wealth Management
Memphis,
Tennessee
|
$240K
|
+$99.1K
|
+689
|
+53%
|
|
|
2022
|
Pacific Sun Financial
Los Angeles,
California
|
$240K
|
+$38.9K
|
+270
|
+16%
|
|
|
2023
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$240K
|
+$8.92K
|
+62
|
+3%
|
|
|
2024
|
Appleton Partners
Boston,
Massachusetts
|
$239K
|
+$285K
|
+1,982
|
New
|
|
|
2025
|
BIP Wealth
Atlanta,
Georgia
|
$238K
|
+$58.6K
|
+407
|
+26%
|
|
