|
2001
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$35.6K
|
–
|
–
|
–
|
|
|
2002
|
Financial Avengers
Oakland,
California
|
$35.2K
|
+$213
|
+1
|
+0.5%
|
|
|
2003
|
Acima Private Wealth
Richmond,
Virginia
|
$35.1K
|
–
|
–
|
–
|
|
|
2004
|
Chilton Capital Management
Houston,
Texas
|
$34.7K
|
+$38.3K
|
+180
|
+6,000%
|
|
|
2005
|
|
$34.1K
|
–
|
–
|
–
|
|
|
2006
|
Bell Investment Advisors
Oakland,
California
|
$33.6K
|
-$11.3K
|
-53
|
-23%
|
|
|
2007
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$33.4K
|
-$213
|
-1
|
-0.6%
|
|
|
2008
|
Solstein Capital
Menlo Park,
California
|
$33.2K
|
–
|
–
|
–
|
|
|
2009
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$31.9K
|
+$8.94K
|
+42
|
+33%
|
|
|
2010
|
SOA Wealth Advisors
New York
|
$31.7K
|
–
|
–
|
–
|
|
|
2011
|
Financial Life Planners
Tempe,
Arizona
|
$30.2K
|
+$33.9K
|
+159
|
New
|
|
|
2012
|
Evolution Wealth Management
Fort Myers,
Florida
|
$29.2K
|
+$22.1K
|
+104
|
+208%
|
|
|
2013
|
Red Tortoise LLC
Atlanta,
Georgia
|
$29K
|
–
|
–
|
–
|
|
|
2014
|
Covestor
London,
United Kingdom
|
$29K
|
-$21.7K
|
-102
|
-40%
|
|
|
2015
|
ORG Wealth Partners
Dallas,
Texas
|
$28.8K
|
+$32.4K
|
+152
|
New
|
|
|
2016
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$28.4K
|
–
|
–
|
–
|
|
|
2017
|
Tripletail Wealth Management
Orlando,
Florida
|
$27.7K
|
–
|
–
|
–
|
|
|
2018
|
Raffa Wealth Management
Washington,
District of Columbia
|
$27.3K
|
+$2.56K
|
+12
|
+9%
|
|
|
2019
|
Teachers Insurance & Annuity Association of America
New York
|
$26.5K
|
–
|
–
|
–
|
|
|
2020
|
Destiny Wealth Partners
Tavares,
Florida
|
$26.5K
|
+$29.8K
|
+140
|
New
|
|
|
2021
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$26.3K
|
-$9.16K
|
-43
|
-24%
|
|
|
2022
|
Thompson Investment Management
Madison,
Wisconsin
|
$26.3K
|
–
|
–
|
–
|
|
|
2023
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$25.6K
|
+$4.9K
|
+23
|
+21%
|
|
|
2024
|
WFA of San Diego
San Diego,
California
|
$25.4K
|
–
|
–
|
–
|
|
|
2025
|
Triumph Capital Management
Denver,
Colorado
|
$25.1K
|
+$16.2K
|
+76
|
+136%
|
|
