|
2001
|
Detalus Advisors
St. Louis,
Missouri
|
$841K
|
-$10.6K
|
-90
|
-1%
|
|
|
2002
|
Boston Common Asset Management
Boston,
Massachusetts
|
$841K
|
+$39.7K
|
+336
|
+6%
|
|
|
2003
|
RVW Wealth
Los Angeles,
California
|
$840K
|
+$142K
|
+1,198
|
+24%
|
|
|
2004
|
Joel Isaacson & Co
New York
|
$836K
|
-$236
|
-2
|
-0%
|
|
|
2005
|
TriaGen Wealth Management
Calabasas,
California
|
$834K
|
-$259K
|
-2,191
|
-26%
|
|
|
2006
|
Wealth Advisors
Rancho Santa Fe,
California
|
$834K
|
+$2.48K
|
+21
|
+0.3%
|
|
|
2007
|
Roberts Capital Advisors
Denver,
Colorado
|
$832K
|
+$726K
|
+6,145
|
New
|
|
|
2008
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$830K
|
-$157K
|
-1,331
|
-18%
|
|
|
2009
|
MBA Advisors
Hermitage,
Pennsylvania
|
$828K
|
+$76.9K
|
+651
|
+12%
|
|
|
2010
|
Prudent Investors Network
Lake Forest,
California
|
$827K
|
–
|
–
|
–
|
|
|
2011
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$827K
|
+$5.32K
|
+45
|
+0.7%
|
|
|
2012
|
|
$823K
|
-$8.61M
|
-72,913
|
-92%
|
|
|
2013
|
Creative Financial Designs
Kokomo,
Indiana
|
$823K
|
+$35.8K
|
+303
|
+5%
|
|
|
2014
|
Hamilton Capital
Columbus,
Ohio
|
$821K
|
+$31.2K
|
+264
|
+5%
|
|
|
2015
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$817K
|
+$30.8K
|
+261
|
+5%
|
|
|
2016
|
Wayfinding Financial
Lynnwood,
Washington
|
$817K
|
+$710K
|
+6,010
|
New
|
|
|
2017
|
Renasant Bank
Tupelo,
Mississippi
|
$815K
|
+$155K
|
+1,310
|
+28%
|
|
|
2018
|
Clare Market Investments
Dallas,
Texas
|
$814K
|
+$8.86K
|
+75
|
+1%
|
|
|
2019
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$814K
|
+$118K
|
+1,003
|
+20%
|
|
|
2020
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$813K
|
-$29.5K
|
-250
|
-4%
|
|
|
2021
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$813K
|
+$7.32K
|
+62
|
+0.9%
|
|
|
2022
|
Monetta Financial Services
Wheaton,
Illinois
|
$812K
|
+$709K
|
+6,000
|
New
|
|
|
2023
|
Key Financial Inc
West Chester,
Pennsylvania
|
$811K
|
+$1.3K
|
+11
|
+0.2%
|
|
|
2024
|
WealthPLAN Partners
Omaha,
Nebraska
|
$807K
|
-$28.2K
|
-239
|
-4%
|
|
|
2025
|
Cordasco Financial Network
Naples,
Florida
|
$807K
|
-$9.45K
|
-80
|
-1%
|
|
