|
2001
|
Asset Management Group
Stamford,
Connecticut
|
$2.53M
|
+$4.46K
|
+10
|
+0.2%
|
|
|
2002
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.53M
|
-$355K
|
-796
|
-13%
|
|
|
2003
|
East Coast Asset Management
Essex,
Massachusetts
|
$2.53M
|
–
|
–
|
–
|
|
|
2004
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$2.53M
|
-$37.4K
|
-84
|
-2%
|
|
|
2005
|
Rovin Capital
Mesa,
Arizona
|
$2.52M
|
-$32.1K
|
-72
|
-1%
|
|
|
2006
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$2.52M
|
+$7.57K
|
+17
|
+0.3%
|
|
|
2007
|
Cetera Trust Company
St. Paul,
Minnesota
|
$2.52M
|
+$2.36M
|
+5,301
|
New
|
|
|
2008
|
Hillman Capital Management
Bethesda,
Maryland
|
$2.52M
|
+$2.36M
|
+5,293
|
New
|
|
|
2009
|
Elevation Wealth Partners
Santa Rosa,
California
|
$2.51M
|
+$389K
|
+874
|
+17%
|
|
|
2010
|
Tempus Wealth Planning
Irvine,
California
|
$2.51M
|
+$418K
|
+939
|
+22%
|
|
|
2011
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$2.51M
|
+$8.46K
|
+19
|
+0.4%
|
|
|
2012
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.51M
|
+$420K
|
+943
|
+22%
|
|
|
2013
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$2.51M
|
+$316K
|
+710
|
+16%
|
|
|
2014
|
Martel Wealth Advisors
Vancouver,
Washington
|
$2.5M
|
-$124K
|
-279
|
-5%
|
|
|
2015
|
Willis Johnson & Associates
Houston,
Texas
|
$2.49M
|
+$4.01K
|
+9
|
+0.2%
|
|
|
2016
|
Ironwood Financial
Tucson,
Arizona
|
$2.49M
|
+$64.1K
|
+144
|
+3%
|
|
|
2017
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2.49M
|
+$486K
|
+1,091
|
+26%
|
|
|
2018
|
InTrack Investment Management
South Burlington,
Vermont
|
$2.49M
|
+$10.2K
|
+23
|
+0.4%
|
|
|
2019
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.49M
|
+$302K
|
+677
|
+15%
|
|
|
2020
|
Anchor Investment Management
Columbia,
South Carolina
|
$2.49M
|
-$9.8K
|
-22
|
-0.4%
|
|
|
2021
|
Summit Financial Strategies
Columbus,
Ohio
|
$2.48M
|
-$80.2K
|
-180
|
-3%
|
|
|
2022
|
Wealthquest
Cincinnati,
Ohio
|
$2.48M
|
-$55.2K
|
-124
|
-2%
|
|
|
2023
|
Leeward Financial Partners
Bellevue,
Washington
|
$2.48M
|
+$51.2K
|
+115
|
+2%
|
|
|
2024
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$2.48M
|
+$33.4K
|
+75
|
+1%
|
|
|
2025
|
London Company of Virginia
Richmond,
Virginia
|
$2.47M
|
+$1.39M
|
+3,120
|
+150%
|
|
