|
2001
|
Finer Wealth Management
Salem,
Massachusetts
|
$571K
|
-$7.14K
|
-8
|
-1%
|
|
|
2002
|
Princeton Capital Management
Red Bank,
New Jersey
|
$570K
|
+$29.4K
|
+33
|
+5%
|
|
|
2003
|
TownSquare Capital
Provo,
Utah
|
$570K
|
+$5.35K
|
+6
|
+0.9%
|
|
|
2004
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$569K
|
+$9.81K
|
+11
|
+2%
|
|
|
2005
|
Fountainhead AM
Warren,
New Jersey
|
$569K
|
+$74.9K
|
+84
|
+14%
|
|
|
2006
|
High Point Wealth Management
Chester,
New Jersey
|
$569K
|
+$147K
|
+165
|
+32%
|
|
|
2007
|
Samara Investment Management
Beaverton,
Oregon
|
$565K
|
+$596K
|
+668
|
New
|
|
|
2008
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$565K
|
+$30.3K
|
+34
|
+5%
|
|
|
2009
|
Lyell Wealth Management
Menlo Park,
California
|
$563K
|
+$10.7K
|
+12
|
+2%
|
|
|
2010
|
Seven Mile Advisory
Ewing,
New Jersey
|
$563K
|
+$92.8K
|
+104
|
+19%
|
|
|
2011
|
Accel Wealth Management
Waverly,
Iowa
|
$562K
|
-$2.68K
|
-3
|
-0.4%
|
|
|
2012
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$560K
|
+$25.9K
|
+29
|
+5%
|
|
|
2013
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$560K
|
-$10.7K
|
-12
|
-2%
|
|
|
2014
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$560K
|
–
|
–
|
–
|
|
|
2015
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$559K
|
-$111K
|
-124
|
-16%
|
|
|
2016
|
Oxford Wealth Group
Orlando,
Florida
|
$558K
|
-$42.8K
|
-48
|
-7%
|
|
|
2017
|
Rothschild Capital Partners
New York
|
$558K
|
-$153K
|
-171
|
-21%
|
|
|
2018
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$556K
|
+$50K
|
+56
|
+9%
|
|
|
2019
|
Stablepoint Partners
Braintree,
Massachusetts
|
$555K
|
+$24.1K
|
+27
|
+4%
|
|
|
2020
|
Bull Harbor Capital
Bethesda,
Maryland
|
$555K
|
+$585K
|
+656
|
New
|
|
|
2021
|
True North Advisors
Dallas,
Texas
|
$551K
|
-$552K
|
-619
|
-49%
|
|
|
2022
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$550K
|
-$4.46K
|
-5
|
-0.8%
|
|
|
2023
|
Heritage Family Offices
Scottsdale,
Arizona
|
$550K
|
+$294K
|
+330
|
+103%
|
|
|
2024
|
First Command Advisory Services
Fort Worth,
Texas
|
$547K
|
+$54.4K
|
+61
|
+10%
|
|
|
2025
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$546K
|
-$6.25K
|
-7
|
-1%
|
|
