|
2001
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$101K
|
-$20.8K
|
-600
|
-18%
|
|
|
2002
|
AmeriFlex Group
Las Vegas,
Nevada
|
$101K
|
-$159K
|
-4,587
|
-62%
|
|
|
2003
|
WFA of San Diego
San Diego,
California
|
$100K
|
+$97.2K
|
+2,810
|
New
|
|
|
2004
|
Scarborough Advisors
Annapolis,
Maryland
|
$100K
|
+$96.9K
|
+2,801
|
New
|
|
|
2005
|
ORG Partners
Roanoke,
Indiana
|
$99.5K
|
+$21.9K
|
+632
|
+30%
|
|
|
2006
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$99.2K
|
+$56.8K
|
+1,641
|
+144%
|
|
|
2007
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$99K
|
–
|
–
|
–
|
|
|
2008
|
OFI Invest Asset Management
Paris,
France
|
$98.6K
|
+$14.9K
|
+431
|
+15%
|
|
|
2009
|
Operose Advisors
Milwaukee,
Wisconsin
|
$97.6K
|
+$69.2K
|
+2,000
|
+272%
|
|
|
2010
|
Rise Advisors
Rochester,
New York
|
$97.1K
|
+$5.74K
|
+166
|
+6%
|
|
|
2011
|
Park Place Capital
Homewood,
Alabama
|
$96.5K
|
-$43K
|
-1,242
|
-32%
|
|
|
2012
|
Granite FO LLC
Bedford,
New Hampshire
|
$95.1K
|
–
|
–
|
–
|
|
|
2013
|
Aspect Partners
Fairfax,
Virginia
|
$93.9K
|
-$69
|
-2
|
-0.1%
|
|
|
2014
|
Riverview Trust Company
Vancouver,
Washington
|
$92.4K
|
-$152K
|
-4,395
|
-63%
|
|
|
2015
|
WPG Advisers
Baltimore,
Maryland
|
$90.3K
|
+$43.6K
|
+1,261
|
+99%
|
|
|
2016
|
Physician Wealth Advisors
Midvale,
Utah
|
$90.1K
|
-$138
|
-4
|
-0.2%
|
|
|
2017
|
Financial Gravity Companies
Lakeway,
Texas
|
$87.9K
|
+$85.2K
|
+2,464
|
New
|
|
|
2018
|
Addison Advisors
Middlebury,
Vermont
|
$87.9K
|
-$12.6K
|
-363
|
-13%
|
|
|
2019
|
AllSquare Wealth Management
Albany,
New York
|
$87.4K
|
+$5.43K
|
+157
|
+7%
|
|
|
2020
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$87.3K
|
–
|
–
|
–
|
|
|
2021
|
|
$86.6K
|
+$83.9K
|
+2,426
|
New
|
|
|
2022
|
Salomon & Ludwin
Richmond,
Virginia
|
$86.1K
|
+$4.15K
|
+120
|
+5%
|
|
|
2023
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$83.3K
|
+$80.8K
|
+2,335
|
New
|
|
|
2024
|
Nemes Rush Group
Novi,
Michigan
|
$81.1K
|
-$1.9K
|
-55
|
-2%
|
|
|
2025
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$80.5K
|
-$133K
|
-3,840
|
-61%
|
|
