|
2001
|
Lyell Wealth Management
Menlo Park,
California
|
$4.12M
|
–
|
–
|
–
|
|
|
2002
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$4.11M
|
+$125K
|
+171
|
+3%
|
|
|
2003
|
ARS Investment Partners
New York
|
$4.11M
|
-$2.91K
|
-4
|
-0.1%
|
|
|
2004
|
Plum Street Advisors
New Orleans,
Louisiana
|
$4.1M
|
-$691K
|
-949
|
-15%
|
|
|
2005
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$4.1M
|
+$741K
|
+1,017
|
+23%
|
|
|
2006
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$4.1M
|
+$162K
|
+223
|
+4%
|
|
|
2007
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.09M
|
-$578K
|
-794
|
-13%
|
|
|
2008
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.09M
|
-$36.4K
|
-50
|
-0.9%
|
|
|
2009
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$4.09M
|
+$1.44M
|
+1,979
|
+46%
|
|
|
2010
|
Berman McAleer
Timonium,
Maryland
|
$4.08M
|
-$32K
|
-44
|
-0.8%
|
|
|
2011
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$4.07M
|
-$1.61M
|
-2,209
|
-29%
|
|
|
2012
|
Old North State Trust
Greensboro,
North Carolina
|
$4.06M
|
+$21.1K
|
+29
|
+0.5%
|
|
|
2013
|
Wealth Care LLC
Merritt Island,
Florida
|
$4.06M
|
+$728
|
+1
|
+0%
|
|
|
2014
|
Gilpin Wealth Management
Denver,
Colorado
|
$4.06M
|
-$171K
|
-235
|
-4%
|
|
|
2015
|
Vontobel Holding
Zurich,
Switzerland
|
$4.04M
|
+$279K
|
+383
|
+8%
|
|
|
2016
|
Invested Advisors
State College,
Pennsylvania
|
$4.04M
|
-$453K
|
-622
|
-10%
|
|
|
2017
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$4.03M
|
-$45.9K
|
-63
|
-1%
|
|
|
2018
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$4.01M
|
+$285K
|
+392
|
+8%
|
|
|
2019
|
Edgestream Partners
Princeton,
New Jersey
|
$4M
|
+$253K
|
+347
|
+7%
|
|
|
2020
|
RCS Financial Planning
Annapolis,
Maryland
|
$4M
|
+$628K
|
+862
|
+19%
|
|
|
2021
|
Schnieders Capital Management
Pasadena,
California
|
$4M
|
+$51K
|
+70
|
+1%
|
|
|
2022
|
Mattern Wealth Management
Lawrence,
Kansas
|
$3.99M
|
+$57.5K
|
+79
|
+2%
|
|
|
2023
|
REAP Financial Group
Austin,
Texas
|
$3.95M
|
-$201K
|
-276
|
-5%
|
|
|
2024
|
Goodman Financial
Houston,
Texas
|
$3.95M
|
–
|
–
|
–
|
|
|
2025
|
Liberty Capital Management
Birmingham,
Michigan
|
$3.94M
|
+$3.83M
|
+5,260
|
New
|
|
