|
2001
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$461K
|
+$88.9K
|
+258
|
+22%
|
|
|
2002
|
MJP Associates
Farmington,
Connecticut
|
$460K
|
+$1.03K
|
+3
|
+0.2%
|
|
|
2003
|
Prentice Wealth Management
Rochester,
New York
|
$460K
|
+$64.7K
|
+188
|
+15%
|
|
|
2004
|
Salomon & Ludwin
Richmond,
Virginia
|
$456K
|
+$498K
|
+1,447
|
New
|
|
|
2005
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$455K
|
-$799K
|
-2,321
|
-62%
|
|
|
2006
|
Jones Financial Companies
Des Peres,
Missouri
|
$455K
|
+$5.17K
|
+15
|
+1%
|
|
|
2007
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$454K
|
+$1.72K
|
+5
|
+0.3%
|
|
|
2008
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$454K
|
+$8.61K
|
+25
|
+2%
|
|
|
2009
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$454K
|
+$32.7K
|
+95
|
+7%
|
|
|
2010
|
New World Advisors
Hingham,
Massachusetts
|
$453K
|
+$30.3K
|
+88
|
+7%
|
|
|
2011
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$453K
|
+$208K
|
+604
|
+73%
|
|
|
2012
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$452K
|
-$48.2K
|
-140
|
-9%
|
|
|
2013
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$452K
|
+$19.3K
|
+56
|
+4%
|
|
|
2014
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$450K
|
+$12.4K
|
+36
|
+3%
|
|
|
2015
|
Cooper Financial Group
Irvine,
California
|
$450K
|
+$243K
|
+706
|
+98%
|
|
|
2016
|
Lion Street Advisors
Austin,
Texas
|
$449K
|
-$36.2K
|
-105
|
-7%
|
|
|
2017
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$448K
|
-$79.9K
|
-232
|
-14%
|
|
|
2018
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$448K
|
+$21K
|
+61
|
+4%
|
|
|
2019
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$446K
|
+$28.6K
|
+83
|
+6%
|
|
|
2020
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$445K
|
–
|
–
|
–
|
|
|
2021
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$445K
|
+$29.3K
|
+85
|
+6%
|
|
|
2022
|
Chelsea Counsel Company
Los Angeles,
California
|
$444K
|
–
|
–
|
–
|
|
|
2023
|
Tarbox Family Office
Newport Beach,
California
|
$443K
|
-$344
|
-1
|
-0.1%
|
|
|
2024
|
First Nebraska Trust
Lincoln,
Nebraska
|
$442K
|
–
|
–
|
–
|
|
|
2025
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$441K
|
-$18.3K
|
-53
|
-4%
|
|
