|
2001
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$398K
|
+$392K
|
+6,666
|
New
|
|
|
2002
|
True Link Financial Advisors
San Francisco,
California
|
$398K
|
-$365K
|
-6,212
|
-48%
|
|
|
2003
|
Asset Advisory Group
Kinnelon,
New Jersey
|
$395K
|
-$12.2K
|
-207
|
-3%
|
|
|
2004
|
Investmark Advisory Group
Shelton,
Connecticut
|
$393K
|
+$19.9K
|
+338
|
+5%
|
|
|
2005
|
GAMMA Investing
Foster City,
California
|
$393K
|
-$95K
|
-1,617
|
-20%
|
|
|
2006
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$391K
|
+$144K
|
+2,451
|
+60%
|
|
|
2007
|
Libra Wealth
Los Gatos,
California
|
$390K
|
+$2.94K
|
+50
|
+0.8%
|
|
|
2008
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$387K
|
+$5.82K
|
+99
|
+2%
|
|
|
2009
|
Independent Wealth Advisors
Cary,
North Carolina
|
$386K
|
+$25.3K
|
+431
|
+7%
|
|
|
2010
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$386K
|
–
|
–
|
–
|
|
|
2011
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$385K
|
-$39.6K
|
-674
|
-9%
|
|
|
2012
|
Mission Financial Group
Las Vegas,
Nevada
|
$385K
|
+$379K
|
+6,446
|
New
|
|
|
2013
|
Madrona Financial Services
Everett,
Washington
|
$385K
|
+$379K
|
+6,442
|
New
|
|
|
2014
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$384K
|
+$10.3K
|
+175
|
+3%
|
|
|
2015
|
Teachers Insurance & Annuity Association of America
New York
|
$384K
|
+$39.8K
|
+678
|
+12%
|
|
|
2016
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$383K
|
+$14.2K
|
+241
|
+4%
|
|
|
2017
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$382K
|
–
|
–
|
–
|
|
|
2018
|
Sterling Financial Planning
Sparta,
New Jersey
|
$381K
|
+$2.12K
|
+36
|
+0.6%
|
|
|
2019
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$380K
|
+$159K
|
+2,700
|
+74%
|
|
|
2020
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$380K
|
-$42.7K
|
-726
|
-10%
|
|
|
2021
|
Montis Financial
Waltham,
Massachusetts
|
$379K
|
-$81.8K
|
-1,392
|
-18%
|
|
|
2022
|
Curi RMB Capital
Chicago,
Illinois
|
$378K
|
-$136K
|
-2,314
|
-27%
|
|
|
2023
|
Resources Management Corp
West Hartford,
Connecticut
|
$377K
|
-$20.6K
|
-351
|
-5%
|
|
|
2024
|
Cromwell Holdings
Jackson,
Wyoming
|
$377K
|
+$371K
|
+6,310
|
New
|
|
|
2025
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$377K
|
-$19K
|
-324
|
-5%
|
|
