|
2001
|
Bollard Group
Boston,
Massachusetts
|
$34K
|
-$25.3K
|
-215
|
-40%
|
|
|
2002
|
PlanVest Financial
Gaithersburg,
Maryland
|
$33.9K
|
+$38.1K
|
+324
|
New
|
|
|
2003
|
Anfield Capital Management
Irvine,
California
|
$33.5K
|
+$37.6K
|
+320
|
New
|
|
|
2004
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$32.9K
|
–
|
–
|
–
|
|
|
2005
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$32.9K
|
+$37.1K
|
+315
|
New
|
|
|
2006
|
Trust Company
Manhattan,
Kansas
|
$32.8K
|
+$7.53K
|
+64
|
+26%
|
|
|
2007
|
RMG Wealth Management
Platteville,
Wisconsin
|
$32.4K
|
+$1.65K
|
+14
|
+4%
|
|
|
2008
|
Horizon Bancorp
Michigan City,
Indiana
|
$32K
|
-$150K
|
-1,278
|
-81%
|
|
|
2009
|
Asset Planning Inc
Cypress,
California
|
$31.4K
|
–
|
–
|
–
|
|
|
2010
|
Perkins Coie Trust Company
Seattle,
Washington
|
$31.4K
|
–
|
–
|
–
|
|
|
2011
|
Albion Financial Group
Salt Lake City,
Utah
|
$31.1K
|
+$14.9K
|
+127
|
+75%
|
|
|
2012
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$31.1K
|
+$16.5K
|
+140
|
+89%
|
|
|
2013
|
NFJ Investment Group
Dallas,
Texas
|
$30.8K
|
+$20.6K
|
+175
|
+146%
|
|
|
2014
|
GoalVest Advisory
New York
|
$30.3K
|
-$14.7K
|
-125
|
-30%
|
|
|
2015
|
Kelleher Financial Advisors
New York
|
$30.3K
|
-$1.88K
|
-16
|
-6%
|
|
|
2016
|
American Capital Advisory
Ketchum,
Idaho
|
$30.2K
|
+$1.41K
|
+12
|
+4%
|
|
|
2017
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$29.8K
|
+$33.5K
|
+285
|
New
|
|
|
2018
|
CrossGen Wealth
Greenville,
North Carolina
|
$29.5K
|
+$33.2K
|
+282
|
New
|
|
|
2019
|
First Command Advisory Services
Fort Worth,
Texas
|
$28.8K
|
+$15.9K
|
+135
|
+96%
|
|
|
2020
|
Key Financial Inc
West Chester,
Pennsylvania
|
$28.8K
|
+$4.12K
|
+35
|
+15%
|
|
|
2021
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$28.4K
|
-$227K
|
-1,928
|
-88%
|
|
|
2022
|
High Note Wealth
Deephaven,
Minnesota
|
$28.2K
|
+$6.12K
|
+52
|
+24%
|
|
|
2023
|
Center for Financial Planning
Southfied,
Michigan
|
$27.7K
|
-$85.3K
|
-725
|
-73%
|
|
|
2024
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$27.6K
|
-$37.1K
|
-315
|
-54%
|
|
|
2025
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$27.4K
|
+$824
|
+7
|
+3%
|
|
