|
2001
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$48.9K
|
+$18.5K
|
+54
|
+64%
|
|
|
2002
|
Bollard Group
Boston,
Massachusetts
|
$48K
|
+$343
|
+1
|
+0.7%
|
|
|
2003
|
Hughes Financial Services
Herndon,
Virginia
|
$47.8K
|
+$3.77K
|
+11
|
+9%
|
|
|
2004
|
DecisionPoint Financial
Mesa,
Arizona
|
$47.7K
|
+$1.03K
|
+3
|
+2%
|
|
|
2005
|
IMA Advisory Services
Denver,
Colorado
|
$47.5K
|
+$38K
|
+111
|
+483%
|
|
|
2006
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$47.1K
|
+$16.4K
|
+48
|
+56%
|
|
|
2007
|
Advocate Investing Services
Woodbine,
Maryland
|
$46.1K
|
–
|
–
|
–
|
|
|
2008
|
Winch Advisory Services
Appleton,
Wisconsin
|
$46K
|
–
|
–
|
–
|
|
|
2009
|
Financial Consulate
Hunt Valley,
Maryland
|
$44.8K
|
+$343
|
+1
|
+0.8%
|
|
|
2010
|
Ares Financial Consulting
Calabasas,
California
|
$44.6K
|
+$2.06K
|
+6
|
+5%
|
|
|
2011
|
Westfuller Advisors
New York
|
$43.2K
|
–
|
–
|
–
|
|
|
2012
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$43K
|
–
|
–
|
–
|
|
|
2013
|
Seneschal Advisors
Tacoma,
Washington
|
$42.9K
|
–
|
–
|
–
|
|
|
2014
|
Pioneer Family Office
North Miami Beach,
Florida
|
$42.5K
|
–
|
–
|
–
|
|
|
2015
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$42.5K
|
–
|
–
|
–
|
|
|
2016
|
Albion Financial Group
Salt Lake City,
Utah
|
$42.5K
|
+$35.6K
|
+104
|
+650%
|
|
|
2017
|
Access Investment Management
Atlanta,
Georgia
|
$42.2K
|
–
|
–
|
–
|
|
|
2018
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$42K
|
–
|
–
|
–
|
|
|
2019
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$41.8K
|
+$2.74K
|
+8
|
+7%
|
|
|
2020
|
Abound Financial
Granite Bay,
California
|
$41.4K
|
–
|
–
|
–
|
|
|
2021
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$41.1K
|
–
|
–
|
–
|
|
|
2022
|
Salomon & Ludwin
Richmond,
Virginia
|
$41K
|
-$29.1K
|
-85
|
-43%
|
|
|
2023
|
Perkins Coie Trust Company
Seattle,
Washington
|
$40.7K
|
–
|
–
|
–
|
|
|
2024
|
Tripletail Wealth Management
Orlando,
Florida
|
$40.7K
|
–
|
–
|
–
|
|
|
2025
|
Financial Perspectives
Minneapolis,
Minnesota
|
$40K
|
–
|
–
|
–
|
|
