|
2001
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$334K
|
+$2.56K
|
+101
|
+0.8%
|
|
|
2002
|
Sigma Investment Counselors
Northville,
Michigan
|
$334K
|
+$341K
|
+13,456
|
New
|
|
|
2003
|
Powers Advisory Group
Highland,
Illinois
|
$334K
|
+$6.23K
|
+246
|
+2%
|
|
|
2004
|
CFM Wealth Partners
Austin,
Texas
|
$334K
|
–
|
–
|
–
|
|
|
2005
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$332K
|
-$1.37K
|
-54
|
-0.4%
|
|
|
2006
|
TCFG Wealth Management
Laguna Niguel,
California
|
$332K
|
-$5.54K
|
-219
|
-2%
|
|
|
2007
|
Intellectus Partners
San Francisco,
California
|
$332K
|
+$1.04K
|
+41
|
+0.3%
|
|
|
2008
|
Cannell & Spears
New York
|
$331K
|
-$12.7K
|
-502
|
-4%
|
|
|
2009
|
Parcion Private Wealth
Bellevue,
Washington
|
$330K
|
-$44.2K
|
-1,744
|
-12%
|
|
|
2010
|
Bucket List Wealth Management
The Villages,
Florida
|
$330K
|
+$336K
|
+13,290
|
New
|
|
|
2011
|
Windsor Capital Management
Phoenix,
Arizona
|
$330K
|
-$28.1K
|
-1,111
|
-8%
|
|
|
2012
|
NDVR Inc
Boston,
Massachusetts
|
$330K
|
+$74.3K
|
+2,935
|
+28%
|
|
|
2013
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$329K
|
+$6.3K
|
+249
|
+2%
|
|
|
2014
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$329K
|
+$13.9K
|
+549
|
+4%
|
|
|
2015
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$328K
|
-$3.82K
|
-151
|
-1%
|
|
|
2016
|
HORAN Wealth
Cincinnati,
Ohio
|
$327K
|
+$2.94K
|
+116
|
+0.9%
|
|
|
2017
|
GenWealth Group
Maplewood,
New Jersey
|
$326K
|
+$18.6K
|
+733
|
+6%
|
|
|
2018
|
Oak Asset Management
Westlake Village,
California
|
$326K
|
–
|
–
|
–
|
|
|
2019
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$326K
|
-$13.4K
|
-528
|
-4%
|
|
|
2020
|
ClearBridge Investments
New York
|
$324K
|
-$13.8K
|
-546
|
-4%
|
|
|
2021
|
CNB Bank
Clearfield,
Pennsylvania
|
$324K
|
-$81.4K
|
-3,217
|
-20%
|
|
|
2022
|
Symphony Financial Services
Akron,
Ohio
|
$323K
|
+$104K
|
+4,120
|
+46%
|
|
|
2023
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$323K
|
–
|
–
|
–
|
|
|
2024
|
Frisch Financial Group
Melville,
New York
|
$323K
|
-$136K
|
-5,373
|
-29%
|
|
|
2025
|
GSB Wealth Management
Guilford,
Connecticut
|
$323K
|
-$19.1K
|
-755
|
-5%
|
|
