|
2001
|
BIP Wealth
Atlanta,
Georgia
|
$263K
|
-$3.25K
|
-35
|
-1%
|
|
|
2002
|
Martel Wealth Advisors
Vancouver,
Washington
|
$262K
|
-$930
|
-10
|
-0.3%
|
|
|
2003
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$262K
|
-$2.05K
|
-22
|
-0.8%
|
|
|
2004
|
Tradition Wealth Management
Edina,
Minnesota
|
$260K
|
+$837
|
+9
|
+0.3%
|
|
|
2005
|
Willow Creek Wealth Management
Sebastopol,
California
|
$260K
|
-$43.7K
|
-470
|
-14%
|
|
|
2006
|
First Business Financial Services
Madison,
Wisconsin
|
$259K
|
–
|
–
|
–
|
|
|
2007
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$259K
|
+$264K
|
+2,834
|
New
|
|
|
2008
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$259K
|
-$13.9K
|
-149
|
-5%
|
|
|
2009
|
Boltwood Capital Management
Walnut Creek,
California
|
$258K
|
–
|
–
|
–
|
|
|
2010
|
Eastern Bank
Boston,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
2011
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$258K
|
+$262K
|
+2,822
|
New
|
|
|
2012
|
Leo Wealth LLC
Hurst,
Texas
|
$257K
|
+$26.3K
|
+283
|
+11%
|
|
|
2013
|
New Republic Capital
Charlotte,
North Carolina
|
$257K
|
-$110K
|
-1,187
|
-30%
|
|
|
2014
|
Eagle Strategies
New York
|
$257K
|
+$261K
|
+2,810
|
New
|
|
|
2015
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$257K
|
+$42.6K
|
+458
|
+19%
|
|
|
2016
|
|
$256K
|
–
|
–
|
–
|
|
|
2017
|
Sigma Investment Counselors
Northville,
Michigan
|
$256K
|
-$77.6K
|
-834
|
-23%
|
|
|
2018
|
Sage Rhino Capital
Menlo Park,
California
|
$256K
|
-$18.5K
|
-199
|
-7%
|
|
|
2019
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$255K
|
+$2.88K
|
+31
|
+1%
|
|
|
2020
|
Atwater Malick
Lancaster,
Pennsylvania
|
$255K
|
+$17.1K
|
+184
|
+7%
|
|
|
2021
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$253K
|
-$8.09K
|
-87
|
-3%
|
|
|
2022
|
Peak Asset Management
Louisville,
Colorado
|
$253K
|
-$465
|
-5
|
-0.2%
|
|
|
2023
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$252K
|
+$651
|
+7
|
+0.3%
|
|
|
2024
|
Klingman & Associates
New York
|
$252K
|
+$3.25K
|
+35
|
+1%
|
|
|
2025
|
LGL Partners
Philadelphia,
Pennsylvania
|
$252K
|
-$98K
|
-1,054
|
-28%
|
|
