|
2001
|
Transform Wealth
Greenwood Village,
Colorado
|
$332K
|
+$513
|
+8
|
+0.2%
|
|
|
2002
|
Millstone Evans Group
Boulder,
Colorado
|
$329K
|
+$339K
|
+5,284
|
New
|
|
|
2003
|
Requisite Capital Management
Dallas,
Texas
|
$329K
|
–
|
–
|
–
|
|
|
2004
|
Compass Capital Corp
Braintree,
Massachusetts
|
$328K
|
+$322K
|
+5,015
|
New
|
|
|
2005
|
Ellsworth Advisors
Hudson,
Ohio
|
$327K
|
-$135K
|
-2,102
|
-29%
|
|
|
2006
|
Hills Bank & Trust
North Liberty,
Iowa
|
$327K
|
+$68.5K
|
+1,068
|
+26%
|
|
|
2007
|
Smart Money Group
Eastland,
Texas
|
$327K
|
+$1.35K
|
+21
|
+0.4%
|
|
|
2008
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$326K
|
-$11.9K
|
-185
|
-3%
|
|
|
2009
|
Strategy Asset Managers
Pasadena,
California
|
$326K
|
-$21.2K
|
-330
|
-6%
|
|
|
2010
|
Trademark Financial Management
Bloomington,
Minnesota
|
$325K
|
+$3.27K
|
+51
|
+1%
|
|
|
2011
|
WealthPLAN Partners
Omaha,
Nebraska
|
$325K
|
-$46.6K
|
-726
|
-12%
|
|
|
2012
|
D.J. St. Germain
Springfield,
Massachusetts
|
$324K
|
-$16.5K
|
-257
|
-5%
|
|
|
2013
|
Auour Investments
Woburn,
Massachusetts
|
$323K
|
–
|
–
|
–
|
|
|
2014
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$322K
|
+$27.5K
|
+429
|
+9%
|
|
|
2015
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$322K
|
+$332K
|
+5,171
|
New
|
|
|
2016
|
Naviter Wealth
Little Rock,
Arkansas
|
$321K
|
–
|
–
|
–
|
|
|
2017
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$320K
|
+$20.8K
|
+325
|
+7%
|
|
|
2018
|
Family Office Research
Bethesda,
Maryland
|
$317K
|
+$327K
|
+5,095
|
New
|
|
|
2019
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$317K
|
-$6.93K
|
-108
|
-2%
|
|
|
2020
|
Richmond Investment Services
Mequon,
Wisconsin
|
$317K
|
+$326K
|
+5,083
|
New
|
|
|
2021
|
Clarity Capital Partners
Newport Beach,
California
|
$316K
|
+$93.4K
|
+1,456
|
+40%
|
|
|
2022
|
LJI Wealth Management
Indianapolis,
Indiana
|
$316K
|
+$56.6K
|
+882
|
+21%
|
|
|
2023
|
Silicon Valley Capital Partners
San Jose,
California
|
$315K
|
-$26.8K
|
-418
|
-8%
|
|
|
2024
|
4J Wealth Management
Alexandria,
Virginia
|
$314K
|
+$192
|
+3
|
+0.1%
|
|
|
2025
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$314K
|
+$3.53K
|
+55
|
+1%
|
|
