|
2001
|
Salomon & Ludwin
Richmond,
Virginia
|
$60K
|
+$65.6K
|
+159
|
New
|
|
|
2002
|
West Financial Advisors
Des Moines,
Iowa
|
$59.7K
|
+$412
|
+1
|
+0.6%
|
|
|
2003
|
GoalVest Advisory
New York
|
$57.4K
|
+$18.6K
|
+45
|
+42%
|
|
|
2004
|
Chelsea Counsel Company
Los Angeles,
California
|
$56.8K
|
–
|
–
|
–
|
|
|
2005
|
CNB Bank
Clearfield,
Pennsylvania
|
$56.6K
|
-$95.7K
|
-232
|
-61%
|
|
|
2006
|
Paladin Advisory Group
Clive,
Iowa
|
$55.5K
|
–
|
–
|
–
|
|
|
2007
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$53.9K
|
+$412
|
+1
|
+0.7%
|
|
|
2008
|
Kelly Financial Services
Braintree,
Massachusetts
|
$53.2K
|
+$4.95K
|
+12
|
+9%
|
|
|
2009
|
Annapolis Financial Services
Annapolis,
Maryland
|
$51.3K
|
–
|
–
|
–
|
|
|
2010
|
Investors Research Corp
Atlanta,
Georgia
|
$51.3K
|
+$825
|
+2
|
+1%
|
|
|
2011
|
Fortis Group Advisors
Westwood,
New Jersey
|
$50.9K
|
+$55.7K
|
+135
|
New
|
|
|
2012
|
Focused Wealth Management
Newburgh,
New York
|
$50.4K
|
+$412
|
+1
|
+0.8%
|
|
|
2013
|
Delos Wealth Advisors
Dallas,
Texas
|
$48.5K
|
–
|
–
|
–
|
|
|
2014
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$45.7K
|
–
|
–
|
–
|
|
|
2015
|
Retirement Group
San Diego,
California
|
$45.3K
|
+$23.9K
|
+58
|
+94%
|
|
|
2016
|
West Paces Advisors
Atlanta,
Georgia
|
$44.5K
|
–
|
–
|
–
|
|
|
2017
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$42.6K
|
–
|
–
|
–
|
|
|
2018
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$41.9K
|
–
|
–
|
–
|
|
|
2019
|
Rational Advisors
Huntington,
New York
|
$40.8K
|
+$44.5K
|
+108
|
New
|
|
|
2020
|
Arax Advisory Partners
Denver,
Colorado
|
$40.1K
|
+$825
|
+2
|
+2%
|
|
|
2021
|
IFS Advisors
Overland Park,
Kansas
|
$40K
|
–
|
–
|
–
|
|
|
2022
|
Horizons Wealth Management
Asheville,
North Carolina
|
$40K
|
–
|
–
|
–
|
|
|
2023
|
Bell Investment Advisors
Oakland,
California
|
$39.6K
|
-$3.71K
|
-9
|
-8%
|
|
|
2024
|
Raleigh Capital Management
Cary,
North Carolina
|
$39.6K
|
-$282K
|
-685
|
-87%
|
|
|
2025
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$39.2K
|
+$41.2K
|
+100
|
+2,500%
|
|
