|
2001
|
Community Bank
Dewitt,
New York
|
$109K
|
–
|
–
|
–
|
|
|
2002
|
Y.D. More Investments
Ramat Gan,
Israel
|
$109K
|
+$6.1K
|
+25
|
+6%
|
|
|
2003
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$107K
|
–
|
–
|
–
|
|
|
2004
|
Barrett & Company
Providence,
Rhode Island
|
$106K
|
+$12.2K
|
+50
|
+13%
|
|
|
2005
|
Salomon & Ludwin
Richmond,
Virginia
|
$101K
|
+$24.2K
|
+99
|
+32%
|
|
|
2006
|
|
$101K
|
-$10K
|
-41
|
-9%
|
|
|
2007
|
Private Ocean
San Rafael,
California
|
$99.9K
|
–
|
–
|
–
|
|
|
2008
|
Atwood & Palmer
Kansas City,
Missouri
|
$98.6K
|
-$7.57K
|
-31
|
-7%
|
|
|
2009
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$98.6K
|
+$12.2K
|
+50
|
+14%
|
|
|
2010
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$93.6K
|
–
|
–
|
–
|
|
|
2011
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$92.6K
|
+$1.71K
|
+7
|
+2%
|
|
|
2012
|
SOA Wealth Advisors
New York
|
$91.9K
|
–
|
–
|
–
|
|
|
2013
|
Disciplina Capital Management
Nashville,
Tennessee
|
$91.6K
|
–
|
–
|
–
|
|
|
2014
|
VisionPoint Advisory Group
Dallas,
Texas
|
$88.4K
|
-$95.4K
|
-391
|
-52%
|
|
|
2015
|
Oakworth Capital
Birmingham,
Alabama
|
$87.9K
|
-$3.66K
|
-15
|
-4%
|
|
|
2016
|
Rise Advisors
Rochester,
New York
|
$87.2K
|
+$85.2K
|
+349
|
New
|
|
|
2017
|
Key Financial Inc
West Chester,
Pennsylvania
|
$86.9K
|
–
|
–
|
–
|
|
|
2018
|
Breakwater Investment Management
Seattle,
Washington
|
$86.4K
|
+$84.4K
|
+346
|
New
|
|
|
2019
|
Financial Management Professionals
Austin,
Texas
|
$85K
|
-$4.39K
|
-18
|
-5%
|
|
|
2020
|
Abound Wealth Management
Franklin,
Tennessee
|
$83.2K
|
+$15.9K
|
+65
|
+24%
|
|
|
2021
|
Bell Investment Advisors
Oakland,
California
|
$81.9K
|
+$732
|
+3
|
+0.9%
|
|
|
2022
|
Versant Capital Management
Phoenix,
Arizona
|
$80.4K
|
-$19.3K
|
-79
|
-20%
|
|
|
2023
|
Covestor
London,
United Kingdom
|
$80K
|
+$7.08K
|
+29
|
+10%
|
|
|
2024
|
Elevation Wealth Partners
Santa Rosa,
California
|
$79.7K
|
–
|
–
|
–
|
|
|
2025
|
ICA Group Wealth Management
Denver,
Colorado
|
$79.5K
|
-$2.68K
|
-11
|
-3%
|
|
