|
2001
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$343K
|
+$295K
|
+2,519
|
New
|
|
|
2002
|
CMC Financial Group
Atlanta,
Georgia
|
$343K
|
-$142K
|
-1,208
|
-32%
|
|
|
2003
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$342K
|
+$8.56K
|
+73
|
+3%
|
|
|
2004
|
Lantern Wealth Advisors
Melville,
New York
|
$342K
|
+$294K
|
+2,506
|
New
|
|
|
2005
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$341K
|
–
|
–
|
–
|
|
|
2006
|
Spring Capital Management
Amarillo,
Texas
|
$341K
|
–
|
–
|
–
|
|
|
2007
|
|
$341K
|
+$293K
|
+2,498
|
New
|
|
|
2008
|
Choate Investment Advisors
Boston,
Massachusetts
|
$340K
|
+$292K
|
+2,493
|
New
|
|
|
2009
|
Optivise Advisory Services
Franklin,
Tennessee
|
$340K
|
-$95K
|
-810
|
-25%
|
|
|
2010
|
Weinberger Asset Management
Los Angeles,
California
|
$339K
|
+$292K
|
+2,487
|
New
|
|
|
2011
|
SGL Investment Advisors
Missoula,
Montana
|
$339K
|
+$284K
|
+2,424
|
New
|
|
|
2012
|
BHK Investment Advisors
Birmingham,
Alabama
|
$337K
|
+$5.86K
|
+50
|
+2%
|
|
|
2013
|
NBC Securities
Birmingham,
Alabama
|
$337K
|
-$108K
|
-919
|
-27%
|
|
|
2014
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$337K
|
-$29.3K
|
-250
|
-9%
|
|
|
2015
|
Saxony Capital Management
St. Louis,
Missouri
|
$337K
|
+$290K
|
+2,471
|
New
|
|
|
2016
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$337K
|
+$5.39K
|
+46
|
+2%
|
|
|
2017
|
First National Corp
Rockland,
Massachusetts
|
$336K
|
+$289K
|
+2,467
|
New
|
|
|
2018
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$336K
|
+$289K
|
+2,465
|
New
|
|
|
2019
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$336K
|
+$289K
|
+2,462
|
New
|
|
|
2020
|
Lyell Wealth Management
Menlo Park,
California
|
$334K
|
+$117
|
+1
|
+0%
|
|
|
2021
|
Frisch Financial Group
Melville,
New York
|
$334K
|
+$3.52K
|
+30
|
+1%
|
|
|
2022
|
Cobblestone Asset Management
Richmond,
Virginia
|
$334K
|
-$158K
|
-1,350
|
-36%
|
|
|
2023
|
Polen Capital Management
Boca Raton,
Florida
|
$334K
|
+$287K
|
+2,449
|
New
|
|
|
2024
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$333K
|
-$11.7K
|
-100
|
-4%
|
|
|
2025
|
Baring Financial
Bellingham,
Washington
|
$333K
|
+$7.51K
|
+64
|
+3%
|
|
