|
2001
|
VisionPoint Advisory Group
Dallas,
Texas
|
$269K
|
+$8.29K
|
+62
|
+3%
|
|
|
2002
|
NinePointTwo Capital
Los Angeles,
California
|
$268K
|
+$274K
|
+2,048
|
New
|
|
|
2003
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$268K
|
+$5.62K
|
+42
|
+2%
|
|
|
2004
|
Procyon Advisors
Shelton,
Connecticut
|
$268K
|
+$56.1K
|
+419
|
+26%
|
|
|
2005
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$267K
|
–
|
–
|
–
|
|
|
2006
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$267K
|
+$1.6K
|
+12
|
+0.6%
|
|
|
2007
|
BOS Asset Management
Springfield,
Illinois
|
$265K
|
–
|
–
|
–
|
|
|
2008
|
Central Bank & Trust
Lexington,
Kentucky
|
$264K
|
-$59.1K
|
-442
|
-18%
|
|
|
2009
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$264K
|
–
|
–
|
–
|
|
|
2010
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$263K
|
+$134
|
+1
|
+0%
|
|
|
2011
|
NFP Retirement Inc
Aliso Viejo,
California
|
$262K
|
+$268
|
+2
|
+0.1%
|
|
|
2012
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$262K
|
–
|
–
|
–
|
|
|
2013
|
Triton Wealth Management
Sun City,
Arizona
|
$262K
|
–
|
–
|
–
|
|
|
2014
|
Rench Wealth Management
Denton,
Texas
|
$262K
|
+$9.5K
|
+71
|
+4%
|
|
|
2015
|
Hyperion Partners
Berwyn,
Pennsylvania
|
$261K
|
+$535
|
+4
|
+0.2%
|
|
|
2016
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$260K
|
–
|
–
|
–
|
|
|
2017
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
$259K
|
-$3.48K
|
-26
|
-1%
|
|
|
2018
|
AJ Wealth Strategies
New York
|
$259K
|
+$669
|
+5
|
+0.3%
|
|
|
2019
|
PFS Partners
Mine Hill,
New Jersey
|
$258K
|
+$2.01K
|
+15
|
+0.8%
|
|
|
2020
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$258K
|
+$26.6K
|
+199
|
+11%
|
|
|
2021
|
Community Bank of Raymore
Raymore,
Missouri
|
$257K
|
–
|
–
|
–
|
|
|
2022
|
Gryphon Financial Partners
Columbus,
Ohio
|
$257K
|
-$6.29K
|
-47
|
-2%
|
|
|
2023
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$256K
|
-$12.6K
|
-94
|
-5%
|
|
|
2024
|
Calamos Wealth Management
Naperville,
Illinois
|
$256K
|
+$1.2K
|
+9
|
+0.5%
|
|
|
2025
|
Finer Wealth Management
Salem,
Massachusetts
|
$256K
|
+$261K
|
+1,950
|
New
|
|
