|
2001
|
Sherman Asset Management
Ventura,
California
|
$154K
|
–
|
–
|
–
|
|
|
2002
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$153K
|
+$109
|
+1
|
+0.1%
|
|
|
2003
|
Copia Wealth Management
Bend,
Oregon
|
$152K
|
–
|
–
|
–
|
|
|
2004
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$151K
|
-$14.8K
|
-135
|
-10%
|
|
|
2005
|
GGM Financials
Columbus,
Ohio
|
$150K
|
+$69.3K
|
+633
|
+101%
|
|
|
2006
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$149K
|
–
|
–
|
–
|
|
|
2007
|
Elevation Wealth Partners
Santa Rosa,
California
|
$148K
|
-$7.01K
|
-64
|
-5%
|
|
|
2008
|
Redwood Park Advisors
Redwood City,
California
|
$147K
|
–
|
–
|
–
|
|
|
2009
|
Coastline Trust
Providence,
Rhode Island
|
$147K
|
–
|
–
|
–
|
|
|
2010
|
Triumph Capital Management
Denver,
Colorado
|
$147K
|
–
|
–
|
–
|
|
|
2011
|
Maryland Capital Advisors
Chester,
Maryland
|
$145K
|
+$133K
|
+1,216
|
New
|
|
|
2012
|
Aventura Private Wealth
Aventura,
Florida
|
$145K
|
–
|
–
|
–
|
|
|
2013
|
West Branch Capital
Amherst,
Massachusetts
|
$143K
|
-$16.2K
|
-148
|
-11%
|
|
|
2014
|
Clark Wealth Partners
O'fallon,
Illinois
|
$142K
|
–
|
–
|
–
|
|
|
2015
|
CNB Bank
Clearfield,
Pennsylvania
|
$142K
|
–
|
–
|
–
|
|
|
2016
|
PlanVest Financial
Gaithersburg,
Maryland
|
$142K
|
–
|
–
|
–
|
|
|
2017
|
Montag & Associates
Atlanta,
Georgia
|
$141K
|
-$45.5K
|
-416
|
-26%
|
|
|
2018
|
GHP Investment Advisors
Denver,
Colorado
|
$138K
|
+$657
|
+6
|
+0.5%
|
|
|
2019
|
Schroder Investment Management Group
London,
United Kingdom
|
$137K
|
–
|
–
|
–
|
|
|
2020
|
Avalon Trust
Santa Fe,
New Mexico
|
$134K
|
-$4.38K
|
-40
|
-3%
|
|
|
2021
|
Fairway Wealth
Independence,
Ohio
|
$134K
|
–
|
–
|
–
|
|
|
2022
|
Rialto Wealth Management
Syracuse,
New York
|
$131K
|
-$219
|
-2
|
-0.2%
|
|
|
2023
|
Peterson Wealth Services
South Ogden,
Utah
|
$129K
|
–
|
–
|
–
|
|
|
2024
|
Operose Advisors
Milwaukee,
Wisconsin
|
$128K
|
+$4.49K
|
+41
|
+4%
|
|
|
2025
|
Barrett & Company
Providence,
Rhode Island
|
$128K
|
+$328
|
+3
|
+0.3%
|
|
