|
2001
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$68.9K
|
–
|
–
|
–
|
|
|
2002
|
Arax Advisory Partners
Denver,
Colorado
|
$67.5K
|
+$18.9K
|
+50
|
+45%
|
|
|
2003
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$66.8K
|
–
|
–
|
–
|
|
|
2004
|
Evermay Wealth Management
Arlington,
Virginia
|
$64.7K
|
-$14.3K
|
-38
|
-20%
|
|
|
2005
|
Chelsea Counsel Company
Los Angeles,
California
|
$62.8K
|
–
|
–
|
–
|
|
|
2006
|
Main Street Group
Glen Allen,
Virginia
|
$62.6K
|
–
|
–
|
–
|
|
|
2007
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$60.5K
|
+$377
|
+1
|
+0.7%
|
|
|
2008
|
Kings Path Partners
Sugar Land,
Texas
|
$59.7K
|
–
|
–
|
–
|
|
|
2009
|
First Pacific Financial
Vancouver,
Washington
|
$58.8K
|
–
|
–
|
–
|
|
|
2010
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$58.8K
|
–
|
–
|
–
|
|
|
2011
|
Annapolis Financial Services
Annapolis,
Maryland
|
$57.4K
|
+$754
|
+2
|
+1%
|
|
|
2012
|
ORG Wealth Partners
Dallas,
Texas
|
$55.1K
|
+$49.8K
|
+132
|
New
|
|
|
2013
|
Golden State Equity Partners
South Coast Metro,
California
|
$53.4K
|
-$202K
|
-536
|
-81%
|
|
|
2014
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$50.6K
|
–
|
–
|
–
|
|
|
2015
|
West Paces Advisors
Atlanta,
Georgia
|
$49.2K
|
–
|
–
|
–
|
|
|
2016
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$48.4K
|
-$13.2K
|
-35
|
-23%
|
|
|
2017
|
WFA of San Diego
San Diego,
California
|
$48K
|
–
|
–
|
–
|
|
|
2018
|
Jefferies Financial Group
New York
|
$48K
|
+$43.4K
|
+115
|
New
|
|
|
2019
|
Darwin Wealth Management
Tampa,
Florida
|
$47.2K
|
+$42.6K
|
+113
|
New
|
|
|
2020
|
Crewe Advisors
Salt Lake City,
Utah
|
$46.7K
|
+$754
|
+2
|
+2%
|
|
|
2021
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$46.4K
|
–
|
–
|
–
|
|
|
2022
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$45.5K
|
+$41.1K
|
+109
|
New
|
|
|
2023
|
Bell Investment Advisors
Oakland,
California
|
$44.2K
|
-$1.51K
|
-4
|
-4%
|
|
|
2024
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$44.2K
|
–
|
–
|
–
|
|
|
2025
|
Horizons Wealth Management
Asheville,
North Carolina
|
$44.2K
|
–
|
–
|
–
|
|
