|
2001
|
Allred Capital Management
Dallas,
Texas
|
$180K
|
+$186K
|
+2,386
|
New
|
|
|
2002
|
Thornburg Investment Management
Santa Fe,
New Mexico
|
$177K
|
-$541K
|
-6,928
|
-75%
|
|
|
2003
|
Glassman Wealth Services
Vienna,
Virginia
|
$176K
|
-$7.34K
|
-94
|
-4%
|
|
|
2004
|
Security National Trust
Wheeling,
West Virginia
|
$172K
|
-$62.4K
|
-800
|
-26%
|
|
|
2005
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$170K
|
-$104K
|
-1,328
|
-37%
|
|
|
2006
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$166K
|
–
|
–
|
–
|
|
|
2007
|
AllSquare Wealth Management
Albany,
New York
|
$156K
|
–
|
–
|
–
|
|
|
2008
|
Sawyer & Company
Boston,
Massachusetts
|
$154K
|
–
|
–
|
–
|
|
|
2009
|
Burleson & Co
Petaluma,
California
|
$154K
|
+$159K
|
+2,038
|
New
|
|
|
2010
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$151K
|
+$156K
|
+1,997
|
New
|
|
|
2011
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$149K
|
+$69.3K
|
+888
|
+82%
|
|
|
2012
|
Silvant Capital Management
Atlanta,
Georgia
|
$147K
|
–
|
–
|
–
|
|
|
2013
|
Clearview Wealth Advisors
Salem,
Oregon
|
$144K
|
+$78
|
+1
|
+0.1%
|
|
|
2014
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$142K
|
+$146K
|
+1,874
|
New
|
|
|
2015
|
RBA Wealth Management
Newport Beach,
California
|
$136K
|
+$141K
|
+1,803
|
New
|
|
|
2016
|
TD Capital Management
Memphis,
Tennessee
|
$132K
|
–
|
–
|
–
|
|
|
2017
|
Larson Financial Group
St Louis,
Missouri
|
$130K
|
-$16.4K
|
-210
|
-11%
|
|
|
2018
|
Sterling Financial Planning
Sparta,
New Jersey
|
$127K
|
–
|
–
|
–
|
|
|
2019
|
MV Capital Management
Bethesda,
Maryland
|
$127K
|
+$3.51K
|
+45
|
+3%
|
|
|
2020
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$125K
|
-$23.7K
|
-304
|
-16%
|
|
|
2021
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$114K
|
+$13.9K
|
+178
|
+13%
|
|
|
2022
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$113K
|
–
|
–
|
–
|
|
|
2023
|
TCI Wealth Advisors
Tucson,
Arizona
|
$113K
|
+$17.7K
|
+227
|
+18%
|
|
|
2024
|
Cribstone Capital Management
Augusta,
Maine
|
$112K
|
-$22.7K
|
-291
|
-16%
|
|
|
2025
|
Financial Management Professionals
Austin,
Texas
|
$112K
|
-$13.3K
|
-171
|
-10%
|
|
