|
2001
|
M Wealth Management LLC
San Diego,
California
|
$324K
|
+$1.08K
|
+14
|
+0.3%
|
|
|
2002
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$324K
|
+$63.6K
|
+821
|
+26%
|
|
|
2003
|
Old Port Advisors
Portland,
Maine
|
$323K
|
-$3.88K
|
-50
|
-1%
|
|
|
2004
|
Glassman Wealth Services
Vienna,
Virginia
|
$322K
|
+$310
|
+4
|
+0.1%
|
|
|
2005
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$322K
|
–
|
–
|
–
|
|
|
2006
|
Cypress Point Wealth Management
Dallas,
Texas
|
$322K
|
–
|
–
|
–
|
|
|
2007
|
Courage Miller Partners
Norfolk,
Virginia
|
$322K
|
–
|
–
|
–
|
|
|
2008
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$321K
|
+$307K
|
+3,962
|
New
|
|
|
2009
|
Sankala Group
Lyons,
Colorado
|
$320K
|
-$35.4K
|
-456
|
-11%
|
|
|
2010
|
Clarendon Private
Boston,
Massachusetts
|
$319K
|
+$775
|
+10
|
+0.3%
|
|
|
2011
|
Tortoise Investment Management
White Plains,
New York
|
$319K
|
+$78
|
+1
|
+0%
|
|
|
2012
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$319K
|
–
|
–
|
–
|
|
|
2013
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$319K
|
+$310
|
+4
|
+0.1%
|
|
|
2014
|
Solstein Capital
Menlo Park,
California
|
$318K
|
+$12.1K
|
+156
|
+4%
|
|
|
2015
|
Integris Wealth Management
Monterey,
California
|
$318K
|
–
|
–
|
–
|
|
|
2016
|
Red Mountain Financial
Fort Collins,
Colorado
|
$317K
|
+$44K
|
+568
|
+17%
|
|
|
2017
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$316K
|
+$304K
|
+3,924
|
New
|
|
|
2018
|
Steinberganna Wealth Management
Huntington,
New York
|
$316K
|
+$6.43K
|
+83
|
+2%
|
|
|
2019
|
Southern Capital Advisors
Jackson,
Tennessee
|
$316K
|
+$10.4K
|
+134
|
+4%
|
|
|
2020
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$315K
|
+$853
|
+11
|
+0.3%
|
|
|
2021
|
Ballast Financial Advisors
West Chester,
Pennsylvania
|
$315K
|
+$620
|
+8
|
+0.2%
|
|
|
2022
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$315K
|
-$471K
|
-6,080
|
-61%
|
|
|
2023
|
Strategic Financial Planning
Plano,
Texas
|
$314K
|
+$302K
|
+3,900
|
New
|
|
|
2024
|
Arlington Trust
Birmingham,
Alabama
|
$314K
|
+$39.2K
|
+505
|
+15%
|
|
|
2025
|
Legacy Bridge
West Des Moines,
Iowa
|
$313K
|
–
|
–
|
–
|
|
