|
2001
|
ViaWealth
Leawood,
Kansas
|
$895K
|
-$1.88K
|
-27
|
-0.2%
|
|
|
2002
|
Arkos Global Advisors
Houston,
Texas
|
$891K
|
+$1.53K
|
+22
|
+0.2%
|
|
|
2003
|
Peak Wealth Management
Nashua,
New Hampshire
|
$887K
|
-$54.8K
|
-787
|
-6%
|
|
|
2004
|
Fayez Sarofim & Co
Houston,
Texas
|
$887K
|
–
|
–
|
–
|
|
|
2005
|
Grandfield & Dodd
New York
|
$885K
|
+$68.3K
|
+981
|
+9%
|
|
|
2006
|
Potomac Fund Management
Miami,
Florida
|
$884K
|
-$6.48K
|
-93
|
-0.7%
|
|
|
2007
|
Madison Wealth Partners
Madison,
Wisconsin
|
$881K
|
+$612K
|
+8,787
|
+246%
|
|
|
2008
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$879K
|
-$17.5K
|
-251
|
-2%
|
|
|
2009
|
Pearl Planning
Dexter,
Michigan
|
$878K
|
+$17.6K
|
+252
|
+2%
|
|
|
2010
|
Petix & Botte Financial
La Mesa,
California
|
$874K
|
+$416K
|
+5,978
|
+95%
|
|
|
2011
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$872K
|
+$103K
|
+1,483
|
+14%
|
|
|
2012
|
GK Wealth Management
Reno,
Nevada
|
$871K
|
-$8.97M
|
-128,795
|
-91%
|
|
|
2013
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$868K
|
-$5.01K
|
-72
|
-0.6%
|
|
|
2014
|
|
$860K
|
-$21K
|
-301
|
-2%
|
|
|
2015
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$858K
|
+$11.6K
|
+166
|
+1%
|
|
|
2016
|
LRI Investments
Palm Beach Gardens,
Florida
|
$858K
|
–
|
–
|
–
|
|
|
2017
|
DecisionPoint Financial
Mesa,
Arizona
|
$858K
|
-$11.6K
|
-166
|
-1%
|
|
|
2018
|
Virtue Asset Management
Barrington,
Illinois
|
$857K
|
-$5.22K
|
-75
|
-0.6%
|
|
|
2019
|
GEM Asset Management
Plymouth,
Michigan
|
$855K
|
+$4.39K
|
+63
|
+0.5%
|
|
|
2020
|
Kingdom Financial Group
Peoria,
Arizona
|
$855K
|
+$45.3K
|
+650
|
+6%
|
|
|
2021
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$853K
|
-$20.9K
|
-300
|
-2%
|
|
|
2022
|
Capital Planning
Bellevue,
Washington
|
$852K
|
+$34.2K
|
+491
|
+4%
|
|
|
2023
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$850K
|
–
|
–
|
–
|
|
|
2024
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$848K
|
-$51.5K
|
-740
|
-6%
|
|
|
2025
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$846K
|
+$16.2K
|
+232
|
+2%
|
|
