|
2001
|
Appleton Partners
Boston,
Massachusetts
|
$862K
|
+$82.5K
|
+541
|
+10%
|
|
|
2002
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$861K
|
+$763
|
+5
|
+0.1%
|
|
|
2003
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$861K
|
+$109K
|
+716
|
+14%
|
|
|
2004
|
MRA Advisory Group
Parsippany,
New Jersey
|
$858K
|
+$66.3K
|
+435
|
+9%
|
|
|
2005
|
Covenant Asset Management
Chester,
New Jersey
|
$857K
|
+$110K
|
+720
|
+14%
|
|
|
2006
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$855K
|
-$356K
|
-2,332
|
-28%
|
|
|
2007
|
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
|
$850K
|
-$405K
|
-2,655
|
-31%
|
|
|
2008
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$848K
|
-$46.8K
|
-307
|
-5%
|
|
|
2009
|
Outfitter Financial
Brunswick,
Maine
|
$848K
|
–
|
–
|
–
|
|
|
2010
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$846K
|
–
|
–
|
–
|
|
|
2011
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$846K
|
+$88.9K
|
+583
|
+12%
|
|
|
2012
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$845K
|
+$26.7K
|
+175
|
+3%
|
|
|
2013
|
SAM Advisors
Oakhurst,
California
|
$844K
|
+$915
|
+6
|
+0.1%
|
|
|
2014
|
Elk River Wealth Management
Denver,
Colorado
|
$843K
|
–
|
–
|
–
|
|
|
2015
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$841K
|
–
|
–
|
–
|
|
|
2016
|
Wealth Quarterback
Toms River,
New Jersey
|
$840K
|
-$8.85K
|
-58
|
-1%
|
|
|
2017
|
V Wealth Advisors
Overland Park,
Kansas
|
$839K
|
-$87.8K
|
-576
|
-9%
|
|
|
2018
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$839K
|
–
|
–
|
–
|
|
|
2019
|
Westover Capital Advisors
Wilmington,
Delaware
|
$837K
|
-$24.4K
|
-160
|
-3%
|
|
|
2020
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$837K
|
+$4.42K
|
+29
|
+0.5%
|
|
|
2021
|
Bison Wealth
Atlanta,
Georgia
|
$837K
|
+$101K
|
+663
|
+13%
|
|
|
2022
|
Shore Point Advisors
Brielle,
New Jersey
|
$836K
|
–
|
–
|
–
|
|
|
2023
|
Weaver Consulting Group
Huntington Beach,
California
|
$836K
|
+$2.13K
|
+14
|
+0.2%
|
|
|
2024
|
Boston Common Asset Management
Boston,
Massachusetts
|
$833K
|
+$885K
|
+5,800
|
New
|
|
|
2025
|
Consilium Wealth Advisory
Richardson,
Texas
|
$832K
|
-$46.4K
|
-304
|
-5%
|
|
