|
2001
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$380K
|
+$227K
|
+990
|
New
|
|
|
2002
|
Arrowroot Family Office
Marina Del Rey,
California
|
$380K
|
–
|
–
|
–
|
|
|
2003
|
RNC Capital Management
Los Angeles,
California
|
$378K
|
–
|
–
|
–
|
|
|
2004
|
Unified Investment Management
Atlanta,
Georgia
|
$378K
|
-$4.82K
|
-21
|
-2%
|
|
|
2005
|
Sutton Place Investors
Katonah,
New York
|
$378K
|
+$304K
|
+1,323
|
New
|
|
|
2006
|
Marco Investment Management
Atlanta,
Georgia
|
$377K
|
–
|
–
|
–
|
|
|
2007
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$376K
|
–
|
–
|
–
|
|
|
2008
|
Synergy Financial Group
San Ramon,
California
|
$376K
|
+$1.38K
|
+6
|
+0.5%
|
|
|
2009
|
WT Wealth Management
Scottsdale,
Arizona
|
$376K
|
-$76.4K
|
-333
|
-20%
|
|
|
2010
|
Crumly & Associates
Springfield,
Illinois
|
$375K
|
+$301K
|
+1,314
|
New
|
|
|
2011
|
AGH Wealth Advisors
Wichita,
Kansas
|
$375K
|
-$42.2K
|
-184
|
-12%
|
|
|
2012
|
Investment Advisory Group
Hanover,
Massachusetts
|
$374K
|
-$57.1K
|
-249
|
-16%
|
|
|
2013
|
SSI Investment Management
Los Angeles,
California
|
$374K
|
–
|
–
|
–
|
|
|
2014
|
Joel Isaacson & Co
New York
|
$374K
|
+$300K
|
+1,309
|
New
|
|
|
2015
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$373K
|
+$300K
|
+1,308
|
New
|
|
|
2016
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$372K
|
+$1.61K
|
+7
|
+0.5%
|
|
|
2017
|
AmeriFlex Group
Las Vegas,
Nevada
|
$372K
|
-$297K
|
-1,296
|
-50%
|
|
|
2018
|
BigSur Wealth Management
Miami,
Florida
|
$371K
|
+$298K
|
+1,300
|
New
|
|
|
2019
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$371K
|
–
|
–
|
–
|
|
|
2020
|
Howland Capital Management
Boston,
Massachusetts
|
$370K
|
+$298K
|
+1,297
|
New
|
|
|
2021
|
Intelligence Driven Advisers
Carlsbad,
California
|
$370K
|
+$297K
|
+1,296
|
New
|
|
|
2022
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$370K
|
+$297K
|
+1,295
|
New
|
|
|
2023
|
M.E. Allison & Co
San Antonio,
Texas
|
$369K
|
+$229
|
+1
|
+0.1%
|
|
|
2024
|
Coppell Advisory Solutions
Coppell,
Texas
|
$368K
|
-$276K
|
-1,201
|
-49%
|
|
|
2025
|
Cottage Street Advisors
Marion,
Massachusetts
|
$368K
|
-$55.1K
|
-240
|
-16%
|
|
