|
2001
|
Valley Wealth Managers
Paramus,
New Jersey
|
$30.4K
|
-$53.2K
|
-372
|
-65%
|
|
|
2002
|
AllSquare Wealth Management
Albany,
New York
|
$30.4K
|
–
|
–
|
–
|
|
|
2003
|
Curat Global
Springfield,
New Hampshire
|
$30.4K
|
–
|
–
|
–
|
|
|
2004
|
FSA Wealth Management
Needham,
Massachusetts
|
$30.4K
|
–
|
–
|
–
|
|
|
2005
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$30.2K
|
-$11.6K
|
-81
|
-29%
|
|
|
2006
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$29.9K
|
-$7K
|
-49
|
-20%
|
|
|
2007
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$29.5K
|
–
|
–
|
–
|
|
|
2008
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$29.4K
|
-$114K
|
-797
|
-81%
|
|
|
2009
|
Keener Financial Planning
Keller,
Texas
|
$29K
|
–
|
–
|
–
|
|
|
2010
|
GFG Capital
Miami,
Florida
|
$28K
|
+$26.3K
|
+184
|
New
|
|
|
2011
|
Centricity Wealth Management
Westerville,
Ohio
|
$27.1K
|
–
|
–
|
–
|
|
|
2012
|
CGC Financial Services
Lake Oswego,
Oregon
|
$27.1K
|
–
|
–
|
–
|
|
|
2013
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$26.4K
|
–
|
–
|
–
|
|
|
2014
|
Sierra Ocean
Ripon,
California
|
$26K
|
–
|
–
|
–
|
|
|
2015
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$25.9K
|
–
|
–
|
–
|
|
|
2016
|
BOK Financial Private Wealth
Denver,
Colorado
|
$25.3K
|
–
|
–
|
–
|
|
|
2017
|
Abound Wealth Management
Franklin,
Tennessee
|
$25.3K
|
-$1K
|
-7
|
-4%
|
|
|
2018
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$25.1K
|
–
|
–
|
–
|
|
|
2019
|
Kiker Wealth Management
Jasper,
Georgia
|
$24.8K
|
-$3.29K
|
-23
|
-12%
|
|
|
2020
|
Security National Bank
Omaha,
Nebraska
|
$24.4K
|
–
|
–
|
–
|
|
|
2021
|
Putney Financial Group
San Rafael,
California
|
$24.4K
|
+$19.3K
|
+135
|
+540%
|
|
|
2022
|
Private Wealth Management Group
Princeton,
New Jersey
|
$24.1K
|
–
|
–
|
–
|
|
|
2023
|
IFS Advisors
Overland Park,
Kansas
|
$24.1K
|
-$57.2K
|
-400
|
-72%
|
|
|
2024
|
Winthrop Capital Management
Carmel,
Indiana
|
$24K
|
–
|
–
|
–
|
|
|
2025
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$22.8K
|
-$5K
|
-35
|
-19%
|
|
