|
2001
|
Raffa Wealth Management
Washington,
District of Columbia
|
$91.1K
|
–
|
–
|
–
|
|
|
2002
|
Disciplina Capital Management
Nashville,
Tennessee
|
$89.8K
|
-$6.33K
|
-66
|
-7%
|
|
|
2003
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$88.8K
|
+$384
|
+4
|
+0.4%
|
|
|
2004
|
MTM Investment Management
Spartanburg,
South Carolina
|
$88.4K
|
–
|
–
|
–
|
|
|
2005
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$85.7K
|
+$86.9K
|
+906
|
New
|
|
|
2006
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$82K
|
–
|
–
|
–
|
|
|
2007
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$79K
|
+$384
|
+4
|
+0.5%
|
|
|
2008
|
Acima Private Wealth
Richmond,
Virginia
|
$78.6K
|
–
|
–
|
–
|
|
|
2009
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$78.5K
|
+$79.5K
|
+829
|
New
|
|
|
2010
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$77K
|
-$25.6K
|
-267
|
-25%
|
|
|
2011
|
Clean Yield Group
Norwich,
Vermont
|
$75.7K
|
–
|
–
|
–
|
|
|
2012
|
My Personal CFO LLC
Vancouver,
Washington
|
$75K
|
+$76K
|
+792
|
New
|
|
|
2013
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$74.2K
|
+$1.34K
|
+14
|
+2%
|
|
|
2014
|
Corrado Advisors
Ramsey,
New Jersey
|
$71.2K
|
+$72.1K
|
+752
|
New
|
|
|
2015
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$70K
|
–
|
–
|
–
|
|
|
2016
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$69.5K
|
–
|
–
|
–
|
|
|
2017
|
Windsor Advisory Group
Columbus,
Ohio
|
$68.7K
|
+$69.5K
|
+725
|
New
|
|
|
2018
|
|
$65.6K
|
–
|
–
|
–
|
|
|
2019
|
Morling Financial Advisors
Fremont,
California
|
$64.2K
|
-$384
|
-4
|
-0.6%
|
|
|
2020
|
SYM Financial Corp
Winona Lake,
Indiana
|
$64K
|
+$18.7K
|
+195
|
+41%
|
|
|
2021
|
Stephens Consulting
Flint,
Michigan
|
$63.9K
|
-$1.73K
|
-18
|
-3%
|
|
|
2022
|
Bray Capital Advisors
Naples,
Florida
|
$62.9K
|
–
|
–
|
–
|
|
|
2023
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$61.9K
|
+$62.7K
|
+654
|
New
|
|
|
2024
|
Schroder Investment Management Group
London,
United Kingdom
|
$61.5K
|
–
|
–
|
–
|
|
|
2025
|
MayTech Global Investments
New York
|
$61.1K
|
+$62K
|
+646
|
New
|
|
