|
2001
|
Nemes Rush Group
Novi,
Michigan
|
$290K
|
-$3.15K
|
-16
|
-1%
|
|
|
2002
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$290K
|
+$394
|
+2
|
+0.1%
|
|
|
2003
|
Emprise Bank
Wichita,
Kansas
|
$289K
|
–
|
–
|
–
|
|
|
2004
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$289K
|
+$39.4K
|
+200
|
+16%
|
|
|
2005
|
Schubert & Co
Mckinney,
Texas
|
$288K
|
+$284K
|
+1,441
|
New
|
|
|
2006
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$288K
|
+$12K
|
+61
|
+4%
|
|
|
2007
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$288K
|
–
|
–
|
–
|
|
|
2008
|
Whipplewood Advisors
Littleton,
Colorado
|
$288K
|
-$122K
|
-619
|
-29%
|
|
|
2009
|
Gradient Investments
Arden Hills,
Minnesota
|
$287K
|
+$283K
|
+1,436
|
New
|
|
|
2010
|
Optima Capital
Beaverton,
Oregon
|
$287K
|
+$394
|
+2
|
+0.1%
|
|
|
2011
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$287K
|
+$282K
|
+1,434
|
New
|
|
|
2012
|
Cadence Bank
Tupelo,
Mississippi
|
$287K
|
-$6.49K
|
-33
|
-2%
|
|
|
2013
|
Howard Financial Services
Dallas,
Texas
|
$286K
|
-$24.2K
|
-123
|
-8%
|
|
|
2014
|
LongView Wealth Management
Atlanta,
Georgia
|
$285K
|
+$280K
|
+1,425
|
New
|
|
|
2015
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$285K
|
+$24.8K
|
+126
|
+10%
|
|
|
2016
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$284K
|
+$2.56K
|
+13
|
+0.9%
|
|
|
2017
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$284K
|
–
|
–
|
–
|
|
|
2018
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$283K
|
+$278K
|
+1,414
|
New
|
|
|
2019
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$283K
|
+$984
|
+5
|
+0.4%
|
|
|
2020
|
AmeriFlex Group
Las Vegas,
Nevada
|
$282K
|
+$81.1K
|
+412
|
+41%
|
|
|
2021
|
Apriem Advisors
Irvine,
California
|
$282K
|
+$277K
|
+1,407
|
New
|
|
|
2022
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$282K
|
+$25.8K
|
+131
|
+10%
|
|
|
2023
|
Alpha Advisors
Richmond,
Virginia
|
$282K
|
-$16.3K
|
-83
|
-6%
|
|
|
2024
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$281K
|
–
|
–
|
–
|
|
|
2025
|
ASB Consultores
Aventura,
Florida
|
$280K
|
-$366K
|
-1,861
|
-57%
|
|
