|
2001
|
Triad Wealth Partners
Lawrence,
Kansas
|
$20.4K
|
+$20K
|
+112
|
New
|
|
|
2002
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$20.2K
|
–
|
–
|
–
|
|
|
2003
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$20K
|
–
|
–
|
–
|
|
|
2004
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$19.8K
|
+$713
|
+4
|
+4%
|
|
|
2005
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$18.9K
|
–
|
–
|
–
|
|
|
2006
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$18.9K
|
+$8.73K
|
+49
|
+89%
|
|
|
2007
|
Delos Wealth Advisors
Dallas,
Texas
|
$18.7K
|
–
|
–
|
–
|
|
|
2008
|
Davis Capital Management
Jacksonville,
Florida
|
$18.7K
|
-$11.2K
|
-63
|
-39%
|
|
|
2009
|
PFG Private Wealth Management
Lutz,
Florida
|
$18.2K
|
–
|
–
|
–
|
|
|
2010
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$18.2K
|
–
|
–
|
–
|
|
|
2011
|
True Wealth Design
Akron,
Ohio
|
$18.2K
|
–
|
–
|
–
|
|
|
2012
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$18.2K
|
–
|
–
|
–
|
|
|
2013
|
Centerpoint Advisors
Needham,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
|
2014
|
ICA Group Wealth Management
Denver,
Colorado
|
$17.7K
|
-$347K
|
-1,948
|
-95%
|
|
|
2015
|
Broadwater Capital
Boston,
Massachusetts
|
$17.3K
|
-$23.2K
|
-130
|
-58%
|
|
|
2016
|
Partnership Wealth Management
Towson,
Maryland
|
$16K
|
–
|
–
|
–
|
|
|
2017
|
M&R Capital Management
Summit,
New Jersey
|
$15.5K
|
-$7.13K
|
-40
|
-32%
|
|
|
2018
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$15.4K
|
–
|
–
|
–
|
|
|
2019
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$15.4K
|
-$20.9K
|
-117
|
-58%
|
|
|
2020
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$14.2K
|
-$2.5K
|
-14
|
-15%
|
|
|
2021
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$14K
|
–
|
–
|
–
|
|
|
2022
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$13.5K
|
–
|
–
|
–
|
|
|
2023
|
Steph & Co
Marinette,
Wisconsin
|
$13.3K
|
+$1.07K
|
+6
|
+9%
|
|
|
2024
|
Bare Financial Services
Gap,
Pennsylvania
|
$12.4K
|
–
|
–
|
–
|
|
|
2025
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$12.2K
|
–
|
–
|
–
|
|
