|
2001
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$385K
|
-$39.6K
|
-674
|
-9%
|
|
|
2002
|
Mission Financial Group
Las Vegas,
Nevada
|
$385K
|
+$379K
|
+6,446
|
New
|
|
|
2003
|
Madrona Financial Services
Everett,
Washington
|
$385K
|
+$379K
|
+6,442
|
New
|
|
|
2004
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$384K
|
+$10.3K
|
+175
|
+3%
|
|
|
2005
|
Teachers Insurance & Annuity Association of America
New York
|
$384K
|
+$39.8K
|
+678
|
+12%
|
|
|
2006
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$383K
|
+$14.2K
|
+241
|
+4%
|
|
|
2007
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$382K
|
–
|
–
|
–
|
|
|
2008
|
Sterling Financial Planning
Sparta,
New Jersey
|
$381K
|
+$2.12K
|
+36
|
+0.6%
|
|
|
2009
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$380K
|
+$159K
|
+2,700
|
+74%
|
|
|
2010
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$380K
|
-$42.7K
|
-726
|
-10%
|
|
|
2011
|
Montis Financial
Waltham,
Massachusetts
|
$379K
|
-$81.8K
|
-1,392
|
-18%
|
|
|
2012
|
Curi RMB Capital
Chicago,
Illinois
|
$378K
|
-$136K
|
-2,314
|
-27%
|
|
|
2013
|
Resources Management Corp
West Hartford,
Connecticut
|
$377K
|
-$20.6K
|
-351
|
-5%
|
|
|
2014
|
Cromwell Holdings
Jackson,
Wyoming
|
$377K
|
+$371K
|
+6,310
|
New
|
|
|
2015
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$377K
|
-$19K
|
-324
|
-5%
|
|
|
2016
|
FAS Wealth Partners
Leawood,
Kansas
|
$374K
|
-$10.9K
|
-186
|
-3%
|
|
|
2017
|
Perennial Investment Advisors
Los Angeles,
California
|
$373K
|
+$3.29K
|
+56
|
+0.9%
|
|
|
2018
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$373K
|
+$11.6K
|
+198
|
+3%
|
|
|
2019
|
RDA Financial Network
Akron,
Iowa
|
$371K
|
-$18.5K
|
-314
|
-5%
|
|
|
2020
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$371K
|
–
|
–
|
–
|
|
|
2021
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$370K
|
-$15.8K
|
-268
|
-4%
|
|
|
2022
|
Montgomery Investment Management
Rockville,
Maryland
|
$370K
|
–
|
–
|
–
|
|
|
2023
|
Sensible Money
Scottsdale,
Arizona
|
$370K
|
+$144K
|
+2,452
|
+66%
|
|
|
2024
|
Cottage Street Advisors
Marion,
Massachusetts
|
$368K
|
-$1.18K
|
-20
|
-0.3%
|
|
|
2025
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$367K
|
+$362K
|
+6,156
|
New
|
|
