|
2001
|
Sittner & Nelson
Eugene,
Oregon
|
$158K
|
–
|
–
|
–
|
|
|
2002
|
Bravera Wealth
Bismarck,
North Dakota
|
$158K
|
-$58.9K
|
-488
|
-30%
|
|
|
2003
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$154K
|
+$2.77K
|
+23
|
+2%
|
|
|
2004
|
Prism Planning Partners
Libertyville,
Illinois
|
$152K
|
+$135K
|
+1,119
|
New
|
|
|
2005
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$152K
|
+$134K
|
+1,115
|
New
|
|
|
2006
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$151K
|
+$134K
|
+1,113
|
New
|
|
|
2007
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$150K
|
+$133K
|
+1,100
|
New
|
|
|
2008
|
PFS Partners
Mine Hill,
New Jersey
|
$149K
|
–
|
–
|
–
|
|
|
2009
|
Rossby Financial
Melbourne,
Florida
|
$147K
|
+$51K
|
+423
|
+69%
|
|
|
2010
|
Whipplewood Advisors
Littleton,
Colorado
|
$145K
|
+$104K
|
+866
|
+433%
|
|
|
2011
|
REAP Financial Group
Austin,
Texas
|
$139K
|
+$25.2K
|
+209
|
+26%
|
|
|
2012
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$139K
|
–
|
–
|
–
|
|
|
2013
|
Main Street Group
Glen Allen,
Virginia
|
$138K
|
+$122K
|
+1,013
|
New
|
|
|
2014
|
Bell Investment Advisors
Oakland,
California
|
$137K
|
+$603
|
+5
|
+0.5%
|
|
|
2015
|
|
$136K
|
+$121K
|
+1,000
|
New
|
|
|
2016
|
ESL Trust Services
Rochester,
New York
|
$136K
|
–
|
–
|
–
|
|
|
2017
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$136K
|
–
|
–
|
–
|
|
|
2018
|
Berbice Capital Management
Melville,
New York
|
$136K
|
+$84.4K
|
+700
|
+233%
|
|
|
2019
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$136K
|
+$49.4K
|
+410
|
+70%
|
|
|
2020
|
IFG Advisory
Atlanta,
Georgia
|
$135K
|
-$1.14M
|
-9,429
|
-90%
|
|
|
2021
|
Operose Advisors
Milwaukee,
Wisconsin
|
$135K
|
+$3.14K
|
+26
|
+3%
|
|
|
2022
|
Wall Street Financial Group
Carlinville,
Illinois
|
$133K
|
+$118K
|
+979
|
New
|
|
|
2023
|
Global Assets Advisory
Orlando,
Florida
|
$133K
|
+$118K
|
+977
|
New
|
|
|
2024
|
Salomon & Ludwin
Richmond,
Virginia
|
$132K
|
-$241
|
-2
|
-0.2%
|
|
|
2025
|
Napier Financial
Braintree,
Massachusetts
|
$130K
|
+$116K
|
+959
|
New
|
|
