|
2001
|
West Branch Capital
Amherst,
Massachusetts
|
$31.4K
|
+$32K
|
+266
|
+26,600%
|
|
|
2002
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$31K
|
–
|
–
|
–
|
|
|
2003
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$30.8K
|
-$9.73K
|
-81
|
-24%
|
|
|
2004
|
Bell Investment Advisors
Oakland,
California
|
$30.2K
|
+$120
|
+1
|
+0.4%
|
|
|
2005
|
NBH Bank
Greenwood Village,
Colorado
|
$30.1K
|
+$30.8K
|
+256
|
New
|
|
|
2006
|
Addison Advisors
Middlebury,
Vermont
|
$29.7K
|
-$11.1K
|
-92
|
-27%
|
|
|
2007
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$29.2K
|
+$3.96K
|
+33
|
+15%
|
|
|
2008
|
Oakmont Advisory Group
Albuquerque,
New Mexico
|
$28.9K
|
+$29.4K
|
+245
|
New
|
|
|
2009
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$27.4K
|
+$5.05K
|
+42
|
+23%
|
|
|
2010
|
Hartford Financial Management
Hartford,
Connecticut
|
$27.3K
|
-$5.53K
|
-46
|
-17%
|
|
|
2011
|
Advantage Trust Company
Salina,
Kansas
|
$27.1K
|
–
|
–
|
–
|
|
|
2012
|
Webster Bank
Waterbury,
Connecticut
|
$26.5K
|
–
|
–
|
–
|
|
|
2013
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$25.9K
|
–
|
–
|
–
|
|
|
2014
|
Steph & Co
Marinette,
Wisconsin
|
$25.5K
|
-$16.2K
|
-135
|
-38%
|
|
|
2015
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$25.4K
|
+$5.65K
|
+47
|
+29%
|
|
|
2016
|
Entrust Financial
Wayne,
Pennsylvania
|
$25.1K
|
+$120
|
+1
|
+0.5%
|
|
|
2017
|
|
$24.7K
|
–
|
–
|
–
|
|
|
2018
|
RMG Wealth Management
Platteville,
Wisconsin
|
$24.2K
|
–
|
–
|
–
|
|
|
2019
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$23.5K
|
–
|
–
|
–
|
|
|
2020
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$23.5K
|
–
|
–
|
–
|
|
|
2021
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$23.3K
|
-$765K
|
-6,370
|
-97%
|
|
|
2022
|
TFC Financial Management
Boston,
Massachusetts
|
$23.1K
|
+$240
|
+2
|
+1%
|
|
|
2023
|
Kelleher Financial Advisors
New York
|
$22.8K
|
-$721
|
-6
|
-3%
|
|
|
2024
|
Creative Financial Designs
Kokomo,
Indiana
|
$22.5K
|
-$27K
|
-225
|
-54%
|
|
|
2025
|
Napier Financial
Braintree,
Massachusetts
|
$21.9K
|
-$120
|
-1
|
-0.5%
|
|
