|
2001
|
Willow Creek Wealth Management
Sebastopol,
California
|
$308K
|
-$15.6K
|
-76
|
-5%
|
|
|
2002
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$308K
|
–
|
–
|
–
|
|
|
2003
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$308K
|
+$18.5K
|
+90
|
+7%
|
|
|
2004
|
GM Advisory Group
Melville,
New York
|
$307K
|
-$226K
|
-1,100
|
-43%
|
|
|
2005
|
Berkshire Money Management
Dalton,
Massachusetts
|
$303K
|
+$8.21K
|
+40
|
+3%
|
|
|
2006
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$303K
|
+$40K
|
+195
|
+16%
|
|
|
2007
|
Probity Advisors
Dallas,
Texas
|
$302K
|
-$41K
|
-200
|
-12%
|
|
|
2008
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$300K
|
-$150K
|
-730
|
-34%
|
|
|
2009
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$300K
|
–
|
–
|
–
|
|
|
2010
|
Merit Financial Group
Alpharetta,
Georgia
|
$300K
|
+$34.9K
|
+170
|
+14%
|
|
|
2011
|
Mendel Money Management
Northbrook,
Illinois
|
$298K
|
+$286K
|
+1,392
|
New
|
|
|
2012
|
Kalos Management
Alpharetta,
Georgia
|
$296K
|
+$30.8K
|
+150
|
+12%
|
|
|
2013
|
AssetMark Inc
Concord,
California
|
$296K
|
+$111K
|
+542
|
+64%
|
|
|
2014
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$295K
|
-$5.75K
|
-28
|
-2%
|
|
|
2015
|
Sentinel Trust
Houston,
Texas
|
$295K
|
+$283K
|
+1,379
|
New
|
|
|
2016
|
Venturi Wealth Management
Austin,
Texas
|
$294K
|
–
|
–
|
–
|
|
|
2017
|
Capital Wealth Planning
Naples,
Florida
|
$293K
|
–
|
–
|
–
|
|
|
2018
|
Tarbox Family Office
Newport Beach,
California
|
$292K
|
-$70.8K
|
-345
|
-20%
|
|
|
2019
|
Narwhal Capital Management
Marietta,
Georgia
|
$290K
|
–
|
–
|
–
|
|
|
2020
|
Rock Point Advisors
Burlington,
Vermont
|
$289K
|
-$9.85K
|
-48
|
-3%
|
|
|
2021
|
Hollow Brook Wealth Management
Katonah,
New York
|
$289K
|
-$5.13K
|
-25
|
-2%
|
|
|
2022
|
Stansberry Asset Management
Westlake,
Texas
|
$287K
|
+$36.5K
|
+178
|
+15%
|
|
|
2023
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$286K
|
-$71.8K
|
-350
|
-21%
|
|
|
2024
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$286K
|
-$616
|
-3
|
-0.2%
|
|
|
2025
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$285K
|
-$205K
|
-1,000
|
-43%
|
|
