|
2001
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$247K
|
+$225K
|
+957
|
New
|
|
|
2002
|
Prostatis Group
Hanover,
Maryland
|
$247K
|
-$9.88K
|
-42
|
-4%
|
|
|
2003
|
|
$246K
|
-$2.12K
|
-9
|
-0.9%
|
|
|
2004
|
Sovereign Financial Group
Stamford,
Connecticut
|
$246K
|
+$224K
|
+951
|
New
|
|
|
2005
|
Kelly Financial Services
Braintree,
Massachusetts
|
$244K
|
–
|
–
|
–
|
|
|
2006
|
Legg Mason Asset Management
Tokyo,
Japan
|
$244K
|
-$18.4K
|
-78
|
-8%
|
|
|
2007
|
SlateStone Wealth
Jupiter,
Florida
|
$244K
|
–
|
–
|
–
|
|
|
2008
|
Alaethes Wealth
Glenbrook,
Nevada
|
$243K
|
+$221K
|
+939
|
New
|
|
|
2009
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$243K
|
+$221K
|
+939
|
New
|
|
|
2010
|
Stewart & Patten Company
Lafayette,
California
|
$242K
|
–
|
–
|
–
|
|
|
2011
|
Omega Financial Group
Santa Barbara,
California
|
$241K
|
–
|
–
|
–
|
|
|
2012
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$241K
|
+$706
|
+3
|
+0.3%
|
|
|
2013
|
Marietta Wealth Management
Marietta,
Georgia
|
$240K
|
-$3.53K
|
-15
|
-2%
|
|
|
2014
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$240K
|
–
|
–
|
–
|
|
|
2015
|
Davis Rea
Toronto,
Ontario, Canada
|
$240K
|
+$7.06K
|
+30
|
+3%
|
|
|
2016
|
Inspire Advisors
Meridian,
Idaho
|
$240K
|
+$218K
|
+927
|
New
|
|
|
2017
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$240K
|
+$218K
|
+927
|
New
|
|
|
2018
|
Apexium Financial
Dallas,
Texas
|
$240K
|
+$219K
|
+930
|
New
|
|
|
2019
|
Hoey Investments
Coatesville,
Pennsylvania
|
$239K
|
-$70.6K
|
-300
|
-25%
|
|
|
2020
|
Financial Advisors
Andover,
Massachusetts
|
$239K
|
–
|
–
|
–
|
|
|
2021
|
FourThought Financial
Venice,
Florida
|
$239K
|
+$37.4K
|
+159
|
+21%
|
|
|
2022
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$238K
|
–
|
–
|
–
|
|
|
2023
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$238K
|
+$217K
|
+921
|
New
|
|
|
2024
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$238K
|
+$217K
|
+921
|
New
|
|
|
2025
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$237K
|
–
|
–
|
–
|
|
