|
2001
|
OFI Invest Asset Management
Paris,
France
|
$30.2K
|
+$32.6K
|
+146
|
New
|
|
|
2002
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$30.2K
|
–
|
–
|
–
|
|
|
2003
|
Silicon Valley Capital Partners
San Jose,
California
|
$29.8K
|
–
|
–
|
–
|
|
|
2004
|
Blackhill Capital
Morristown,
New Jersey
|
$29.8K
|
–
|
–
|
–
|
|
|
2005
|
GoalVest Advisory
New York
|
$29.3K
|
+$6.91K
|
+31
|
+30%
|
|
|
2006
|
Steph & Co
Marinette,
Wisconsin
|
$29K
|
+$3.12K
|
+14
|
+12%
|
|
|
2007
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$28.5K
|
–
|
–
|
–
|
|
|
2008
|
Raffa Wealth Management
Washington,
District of Columbia
|
$25.8K
|
–
|
–
|
–
|
|
|
2009
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$25K
|
–
|
–
|
–
|
|
|
2010
|
Financial Perspectives
Minneapolis,
Minnesota
|
$24.8K
|
–
|
–
|
–
|
|
|
2011
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$24.6K
|
+$25K
|
+112
|
New
|
|
|
2012
|
Steward Financial Group
Colleyville,
Texas
|
$24K
|
+$3.79K
|
+17
|
+18%
|
|
|
2013
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$22.8K
|
-$5.43M
|
-24,356
|
-100%
|
|
|
2014
|
TFO Wealth Partners
Maumee,
Ohio
|
$22.8K
|
–
|
–
|
–
|
|
|
2015
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$22.3K
|
–
|
–
|
–
|
|
|
2016
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$22.1K
|
+$22.3K
|
+100
|
New
|
|
|
2017
|
Maryland Capital Advisors
Chester,
Maryland
|
$21.1K
|
–
|
–
|
–
|
|
|
2018
|
Castleview Partners
Dallas,
Texas
|
$20.1K
|
-$14.5K
|
-65
|
-42%
|
|
|
2019
|
Impact Partnership Wealth
Marietta,
Georgia
|
$19.8K
|
+$892
|
+4
|
+5%
|
|
|
2020
|
Orion Capital Management
Coronado,
California
|
$19.8K
|
+$20.1K
|
+90
|
New
|
|
|
2021
|
Ranger Investment Management
Dallas,
Texas
|
$19.6K
|
–
|
–
|
–
|
|
|
2022
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$19.4K
|
–
|
–
|
–
|
|
|
2023
|
Millburn Ridgefield Corp
New York
|
$19.4K
|
+$19.6K
|
+88
|
New
|
|
|
2024
|
Stephens Consulting
Flint,
Michigan
|
$18.6K
|
–
|
–
|
–
|
|
|
2025
|
HWG Holdings
Houston,
Texas
|
$18.4K
|
–
|
–
|
–
|
|
