|
2001
|
Certuity
North Palm Beach,
Florida
|
$259K
|
-$13K
|
-269
|
-5%
|
|
|
2002
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$259K
|
+$266K
|
+5,525
|
New
|
|
|
2003
|
|
$258K
|
-$12.9M
|
-267,248
|
-98%
|
|
|
2004
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$258K
|
+$30.2K
|
+627
|
+12%
|
|
|
2005
|
Integrity Financial
Cheyenne,
Wyoming
|
$257K
|
-$62.4K
|
-1,295
|
-19%
|
|
|
2006
|
BT Wealth Management
Atlanta,
Georgia
|
$257K
|
-$24.1K
|
-500
|
-8%
|
|
|
2007
|
Curi Wealth Management
Raleigh,
North Carolina
|
$257K
|
+$2.89K
|
+60
|
+1%
|
|
|
2008
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$256K
|
-$15.6K
|
-323
|
-6%
|
|
|
2009
|
Bouchey Financial Group
Troy,
New York
|
$255K
|
-$2.84K
|
-59
|
-1%
|
|
|
2010
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$255K
|
–
|
–
|
–
|
|
|
2011
|
Private Ocean
San Rafael,
California
|
$255K
|
+$819
|
+17
|
+0.3%
|
|
|
2012
|
Capital Wealth Planning
Naples,
Florida
|
$254K
|
-$2.12M
|
-44,025
|
-89%
|
|
|
2013
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$254K
|
-$14.4K
|
-300
|
-5%
|
|
|
2014
|
Kahn Brothers Group
New York
|
$253K
|
–
|
–
|
–
|
|
|
2015
|
Waterfront Wealth
Overland Park,
Kansas
|
$252K
|
-$1.16K
|
-24
|
-0.4%
|
|
|
2016
|
Element Wealth
Ridgeland,
Mississippi
|
$252K
|
+$45.5K
|
+944
|
+21%
|
|
|
2017
|
Klingman & Associates
New York
|
$251K
|
-$5.49K
|
-114
|
-2%
|
|
|
2018
|
Bank of Hawaii
Honolulu,
Hawaii
|
$251K
|
+$31.6K
|
+656
|
+14%
|
|
|
2019
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$251K
|
+$258K
|
+5,348
|
New
|
|
|
2020
|
Simplex Trading
Chicago,
Illinois
|
$250K
|
-$6.54M
|
-135,705
|
-96%
|
|
|
2021
|
Sonora Investment Management Group
Tucson,
Arizona
|
$250K
|
+$18.6K
|
+387
|
+8%
|
|
|
2022
|
Clear Creek Financial Management
Silverdale,
Washington
|
$250K
|
+$64.9K
|
+1,348
|
+34%
|
|
|
2023
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$249K
|
-$70.8K
|
-1,470
|
-22%
|
|
|
2024
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$248K
|
+$4.91K
|
+102
|
+2%
|
|
|
2025
|
Beta Wealth Group
San Diego,
California
|
$248K
|
+$255K
|
+5,300
|
New
|
|
