|
2001
|
Raffa Wealth Management
Washington,
District of Columbia
|
$10.5K
|
+$424
|
+4
|
+4%
|
|
|
2002
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$10.2K
|
-$1.7K
|
-16
|
-13%
|
|
|
2003
|
Valued Wealth Advisors
Holladay,
Utah
|
$10.2K
|
+$11K
|
+104
|
New
|
|
|
2004
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$10K
|
+$11.9K
|
+112
|
New
|
|
|
2005
|
Your Advocates Ltd
Houston,
Texas
|
$9.76K
|
-$1.27K
|
-12
|
-11%
|
|
|
2006
|
Team Financial Group
Temecula,
California
|
$9.76K
|
–
|
–
|
–
|
|
|
2007
|
YANKCOM Partnership
Yankton,
South Dakota
|
$9.76K
|
+$10.6K
|
+100
|
New
|
|
|
2008
|
Hollencrest Capital Management
Newport Beach,
California
|
$9.37K
|
-$20.3K
|
-192
|
-67%
|
|
|
2009
|
|
$9.37K
|
+$10.2K
|
+96
|
New
|
|
|
2010
|
Close Asset Management
London,
United Kingdom
|
$9K
|
-$39K
|
-368
|
-79%
|
|
|
2011
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$9K
|
+$10.2K
|
+96
|
New
|
|
|
2012
|
LGT Financial Advisors
Dallas,
Texas
|
$8.98K
|
–
|
–
|
–
|
|
|
2013
|
Aspect Partners
Fairfax,
Virginia
|
$8.98K
|
+$3.81K
|
+36
|
+64%
|
|
|
2014
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$8.59K
|
–
|
–
|
–
|
|
|
2015
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$8.2K
|
–
|
–
|
–
|
|
|
2016
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$8.04K
|
–
|
–
|
–
|
|
|
2017
|
Centerpoint Advisors
Needham,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
2018
|
IFG Advisory
Atlanta,
Georgia
|
$7.81K
|
-$2.67M
|
-25,192
|
-100%
|
|
|
2019
|
Aviso Financial
Toronto,
Ontario, Canada
|
$7.81K
|
-$933K
|
-8,800
|
-99%
|
|
|
2020
|
Principia Wealth Advisory
Dallas,
Texas
|
$7.42K
|
–
|
–
|
–
|
|
|
2021
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$7.42K
|
+$848
|
+8
|
+12%
|
|
|
2022
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$7.42K
|
+$5.93K
|
+56
|
+280%
|
|
|
2023
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$7.03K
|
–
|
–
|
–
|
|
|
2024
|
Sawyer & Company
Boston,
Massachusetts
|
$7.03K
|
–
|
–
|
–
|
|
|
2025
|
Vision Retirement
Ridgewood,
New Jersey
|
$6.64K
|
-$28.4K
|
-268
|
-80%
|
|
