|
2001
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$139K
|
-$11.2K
|
-56
|
-7%
|
|
|
2002
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$138K
|
-$3.99K
|
-20
|
-3%
|
|
|
2003
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$137K
|
+$199
|
+1
|
+0.2%
|
|
|
2004
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$134K
|
+$16.4K
|
+82
|
+15%
|
|
|
2005
|
Caldwell Sutter Capital
Sausalito,
California
|
$133K
|
+$12K
|
+60
|
+10%
|
|
|
2006
|
Resources Management Corp
West Hartford,
Connecticut
|
$132K
|
–
|
–
|
–
|
|
|
2007
|
MTM Investment Management
Spartanburg,
South Carolina
|
$131K
|
–
|
–
|
–
|
|
|
2008
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$130K
|
-$2.19K
|
-11
|
-2%
|
|
|
2009
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$130K
|
-$7.18K
|
-36
|
-5%
|
|
|
2010
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$127K
|
+$120K
|
+604
|
New
|
|
|
2011
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$126K
|
+$120K
|
+600
|
+60,000%
|
|
|
2012
|
AssetMark Inc
Concord,
California
|
$125K
|
-$220K
|
-1,103
|
-65%
|
|
|
2013
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$124K
|
-$66.8K
|
-335
|
-36%
|
|
|
2014
|
Winch Advisory Services
Appleton,
Wisconsin
|
$117K
|
-$8.58K
|
-43
|
-7%
|
|
|
2015
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$115K
|
–
|
–
|
–
|
|
|
2016
|
Frazier Financial Advisors
Columbus,
Ohio
|
$113K
|
+$9.38K
|
+47
|
+10%
|
|
|
2017
|
LRI Investments
Palm Beach Gardens,
Florida
|
$113K
|
+$107K
|
+537
|
New
|
|
|
2018
|
Duncker Streett & Co
St. Louis,
Missouri
|
$110K
|
–
|
–
|
–
|
|
|
2019
|
PDS Planning
Dublin,
Ohio
|
$110K
|
+$104K
|
+521
|
New
|
|
|
2020
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$109K
|
–
|
–
|
–
|
|
|
2021
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$108K
|
+$199
|
+1
|
+0.2%
|
|
|
2022
|
|
$107K
|
–
|
–
|
–
|
|
|
2023
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$107K
|
-$26.3K
|
-132
|
-21%
|
|
|
2024
|
Clean Yield Group
Norwich,
Vermont
|
$105K
|
–
|
–
|
–
|
|
|
2025
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$105K
|
–
|
–
|
–
|
|
