|
2001
|
Key Financial Inc
West Chester,
Pennsylvania
|
$270K
|
-$46.1K
|
-620
|
-14%
|
|
|
2002
|
URS Advisory
Jupiter,
Florida
|
$270K
|
+$14.9K
|
+200
|
+6%
|
|
|
2003
|
Financial Advisors Network
Tustin,
California
|
$269K
|
–
|
–
|
–
|
|
|
2004
|
Astoria Strategic Wealth
Conroe,
Texas
|
$269K
|
+$297
|
+4
|
+0.1%
|
|
|
2005
|
Klingman & Associates
New York
|
$269K
|
–
|
–
|
–
|
|
|
2006
|
Cooper Financial Group
Irvine,
California
|
$269K
|
+$4.46K
|
+60
|
+2%
|
|
|
2007
|
Northwest Wealth Advisors
Bellingham,
Washington
|
$269K
|
-$3.27K
|
-44
|
-1%
|
|
|
2008
|
Opal Wealth Advisors
Jericho,
New York
|
$269K
|
+$53.8K
|
+724
|
+24%
|
|
|
2009
|
One Wealth Advisors
San Francisco,
California
|
$269K
|
–
|
–
|
–
|
|
|
2010
|
Calton & Associates
Tampa,
Florida
|
$267K
|
+$8.92K
|
+120
|
+3%
|
|
|
2011
|
Edgestream Partners
Princeton,
New Jersey
|
$267K
|
+$276K
|
+3,712
|
New
|
|
|
2012
|
Echo Wealth Management
Plymouth,
Minnesota
|
$265K
|
-$27.3K
|
-368
|
-9%
|
|
|
2013
|
Ted Buchan & Co
San Diego,
California
|
$265K
|
+$4.46K
|
+60
|
+2%
|
|
|
2014
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$264K
|
–
|
–
|
–
|
|
|
2015
|
Balanced Wealth Group
Westlake,
Ohio
|
$264K
|
+$2.08K
|
+28
|
+0.8%
|
|
|
2016
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$263K
|
+$1.19K
|
+16
|
+0.4%
|
|
|
2017
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$263K
|
-$22.3K
|
-300
|
-8%
|
|
|
2018
|
Maimon Wealth Management
Ra'anana,
Israel
|
$262K
|
-$20.8K
|
-280
|
-7%
|
|
|
2019
|
Lowery Thomas LLC
Pebble Beach,
California
|
$262K
|
-$14K
|
-188
|
-5%
|
|
|
2020
|
ATLas Financial Planning
Alpharetta,
Georgia
|
$260K
|
-$19.3K
|
-260
|
-7%
|
|
|
2021
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$260K
|
-$3.27K
|
-44
|
-1%
|
|
|
2022
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$259K
|
-$8.32K
|
-112
|
-3%
|
|
|
2023
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$259K
|
+$15.5K
|
+208
|
+6%
|
|
|
2024
|
Orleans Capital Management
Mandeville,
Louisiana
|
$258K
|
–
|
–
|
–
|
|
|
2025
|
Sunbelt Securities
Houston,
Texas
|
$257K
|
-$14.3K
|
-192
|
-5%
|
|
