|
2001
|
Holistic Planning
Nacogdoches,
Texas
|
$476K
|
+$3.19K
|
+10
|
+0.8%
|
|
|
2002
|
Portfolio Strategies
Monsey,
New York
|
$475K
|
+$142K
|
+447
|
+50%
|
|
|
2003
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$475K
|
–
|
–
|
–
|
|
|
2004
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$475K
|
–
|
–
|
–
|
|
|
2005
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$474K
|
-$14K
|
-44
|
-3%
|
|
|
2006
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$474K
|
+$10.8K
|
+34
|
+3%
|
|
|
2007
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$473K
|
+$17.5K
|
+55
|
+4%
|
|
|
2008
|
Univest Financial
Souderton,
Pennsylvania
|
$473K
|
+$113K
|
+354
|
+36%
|
|
|
2009
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$472K
|
+$423K
|
+1,328
|
New
|
|
|
2010
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$471K
|
+$54.2K
|
+170
|
+15%
|
|
|
2011
|
City Center Advisors LLC
Troy,
Michigan
|
$470K
|
+$100K
|
+315
|
+31%
|
|
|
2012
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$469K
|
+$3.5K
|
+11
|
+0.8%
|
|
|
2013
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$467K
|
+$419K
|
+1,315
|
New
|
|
|
2014
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$465K
|
+$43K
|
+135
|
+12%
|
|
|
2015
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$464K
|
+$416K
|
+1,305
|
New
|
|
|
2016
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$464K
|
–
|
–
|
–
|
|
|
2017
|
Buckhead Capital Management
Atlanta,
Georgia
|
$462K
|
+$32.8K
|
+103
|
+9%
|
|
|
2018
|
Harvey Capital Management
Palm Beach,
Florida
|
$462K
|
–
|
–
|
–
|
|
|
2019
|
one8zero8 LLC
Greensboro,
North Carolina
|
$462K
|
–
|
–
|
–
|
|
|
2020
|
RDA Financial Network
Akron,
Iowa
|
$462K
|
-$71.4K
|
-224
|
-15%
|
|
|
2021
|
Glassman Wealth Services
Vienna,
Virginia
|
$461K
|
–
|
–
|
–
|
|
|
2022
|
Strait & Sound Wealth Management
San Francisco,
California
|
$461K
|
+$6.37K
|
+20
|
+2%
|
|
|
2023
|
Ballast Inc
Lexington,
Kentucky
|
$460K
|
–
|
–
|
–
|
|
|
2024
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$459K
|
+$6.69K
|
+21
|
+2%
|
|
|
2025
|
TPG Advisors
Northfield,
Illinois
|
$459K
|
–
|
–
|
–
|
|
