|
2001
|
4J Wealth Management
Alexandria,
Virginia
|
$573K
|
+$15.1K
|
+50
|
+3%
|
|
|
2002
|
Ariadne Wealth Management
Santa Barbara,
California
|
$573K
|
+$72.6K
|
+241
|
+15%
|
|
|
2003
|
Victory Financial Group
Austin,
Texas
|
$573K
|
+$111K
|
+370
|
+25%
|
|
|
2004
|
First Nebraska Trust
Lincoln,
Nebraska
|
$571K
|
-$7.53K
|
-25
|
-1%
|
|
|
2005
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$570K
|
-$5.42K
|
-18
|
-1%
|
|
|
2006
|
Financial Council
Towson,
Maryland
|
$569K
|
–
|
–
|
–
|
|
|
2007
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$567K
|
-$175K
|
-581
|
-24%
|
|
|
2008
|
AGH Wealth Advisors
Wichita,
Kansas
|
$566K
|
-$99.1K
|
-329
|
-15%
|
|
|
2009
|
Spirepoint Private Client
Vero Beach,
Florida
|
$563K
|
+$295K
|
+980
|
+115%
|
|
|
2010
|
Matrix Trust Company
Denver,
Colorado
|
$562K
|
+$6.02K
|
+20
|
+1%
|
|
|
2011
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$562K
|
+$7.23K
|
+24
|
+1%
|
|
|
2012
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$561K
|
+$24.1K
|
+80
|
+5%
|
|
|
2013
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$560K
|
+$71.7K
|
+238
|
+15%
|
|
|
2014
|
Marshall Wace
London,
United Kingdom
|
$560K
|
+$547K
|
+1,818
|
New
|
|
|
2015
|
|
$559K
|
+$5.42K
|
+18
|
+1%
|
|
|
2016
|
Barrett & Company
Providence,
Rhode Island
|
$559K
|
-$75K
|
-249
|
-12%
|
|
|
2017
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$558K
|
+$21.1K
|
+70
|
+4%
|
|
|
2018
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$557K
|
-$18.7K
|
-62
|
-3%
|
|
|
2019
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$557K
|
+$7.83K
|
+26
|
+1%
|
|
|
2020
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$556K
|
-$5.12K
|
-17
|
-0.9%
|
|
|
2021
|
Triad Wealth Partners
Lawrence,
Kansas
|
$556K
|
+$195K
|
+646
|
+56%
|
|
|
2022
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$555K
|
+$111K
|
+370
|
+26%
|
|
|
2023
|
Greykasell Wealth Strategies
Danville,
California
|
$555K
|
–
|
–
|
–
|
|
|
2024
|
SFG Wealth Management
Towson,
Maryland
|
$555K
|
-$22K
|
-73
|
-4%
|
|
|
2025
|
Prota Financial
Houston,
Texas
|
$554K
|
+$542K
|
+1,799
|
New
|
|
