|
2001
|
Daner Wealth Management
Alpharetta,
Georgia
|
$313K
|
+$312K
|
+1,369
|
New
|
|
|
2002
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$313K
|
+$53.4K
|
+234
|
+20%
|
|
|
2003
|
Trueblood Wealth Management
Lima,
Ohio
|
$312K
|
–
|
–
|
–
|
|
|
2004
|
Park Square Financial Group
Roswell,
Georgia
|
$312K
|
+$322K
|
+1,411
|
New
|
|
|
2005
|
High Net Worth Advisory Group
Naples,
Florida
|
$311K
|
-$71.8K
|
-315
|
-18%
|
|
|
2006
|
EntreWealth
Austin,
Texas
|
$310K
|
+$325K
|
+1,425
|
New
|
|
|
2007
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$310K
|
+$43.3K
|
+190
|
+16%
|
|
|
2008
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$310K
|
-$1.82K
|
-8
|
-0.6%
|
|
|
2009
|
Fayez Sarofim & Co
Houston,
Texas
|
$310K
|
+$228
|
+1
|
+0.1%
|
|
|
2010
|
FC Advisory
West Chester,
Pennsylvania
|
$310K
|
+$456
|
+2
|
+0.1%
|
|
|
2011
|
Windsor Advisory Group
Columbus,
Ohio
|
$310K
|
+$4.33K
|
+19
|
+1%
|
|
|
2012
|
DOHJ LLC
Seattle,
Washington
|
$309K
|
–
|
–
|
–
|
|
|
2013
|
ProVise Management Group
Clearwater,
Florida
|
$309K
|
-$16K
|
-70
|
-5%
|
|
|
2014
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$308K
|
+$318K
|
+1,396
|
New
|
|
|
2015
|
Castle Wealth Management
West Palm Beach,
Florida
|
$308K
|
+$228
|
+1
|
+0.1%
|
|
|
2016
|
Farmers Trust Company
Youngstown,
Ohio
|
$308K
|
+$317K
|
+1,392
|
New
|
|
|
2017
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$306K
|
+$316K
|
+1,385
|
New
|
|
|
2018
|
River Street Advisors
Aurora,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
2019
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$305K
|
-$135K
|
-590
|
-30%
|
|
|
2020
|
Wise Wealth Partners
Phoenix,
Arizona
|
$305K
|
+$314K
|
+1,379
|
New
|
|
|
2021
|
Bell Bank
Fargo,
North Dakota
|
$305K
|
–
|
–
|
–
|
|
|
2022
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$304K
|
+$63.2K
|
+277
|
+25%
|
|
|
2023
|
Navis Wealth Advisors
Rye Brook,
New York
|
$304K
|
-$44.5K
|
-195
|
-12%
|
|
|
2024
|
Florida Financial Advisors
Tampa,
Florida
|
$304K
|
-$37.2K
|
-163
|
-11%
|
|
|
2025
|
One Wealth Advisors
San Francisco,
California
|
$301K
|
+$311K
|
+1,364
|
New
|
|
