|
2001
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$99.7K
|
–
|
–
|
–
|
|
|
2002
|
Aspect Partners
Fairfax,
Virginia
|
$99K
|
–
|
–
|
–
|
|
|
2003
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$98.2K
|
–
|
–
|
–
|
|
|
2004
|
Tradewinds Capital Management
Bellingham,
Washington
|
$97.4K
|
–
|
–
|
–
|
|
|
2005
|
Pin Oak Investment Advisors
Houston,
Texas
|
$97K
|
–
|
–
|
–
|
|
|
2006
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$94.8K
|
–
|
–
|
–
|
|
|
2007
|
Lazard Asset Management
New York
|
$88K
|
–
|
–
|
–
|
|
|
2008
|
Westside Investment Management
Santa Monica,
California
|
$86.6K
|
–
|
–
|
–
|
|
|
2009
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$86K
|
–
|
–
|
–
|
|
|
2010
|
Financial Consulate
Hunt Valley,
Maryland
|
$84.3K
|
–
|
–
|
–
|
|
|
2011
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$84.2K
|
–
|
–
|
–
|
|
|
2012
|
Strive Financial Group
Carmel,
Indiana
|
$81.8K
|
+$50.8K
|
+385
|
+183%
|
|
|
2013
|
TIAA Wealth Investment Management
New York
|
$81.5K
|
+$51.2K
|
+388
|
+182%
|
|
|
2014
|
Point Nemo Capital
Dripping Springs,
Texas
|
$81.3K
|
+$78K
|
+591
|
New
|
|
|
2015
|
Payden & Rygel
Los Angeles,
California
|
$81K
|
+$77.9K
|
+590
|
New
|
|
|
2016
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$80K
|
–
|
–
|
–
|
|
|
2017
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$79.9K
|
+$76.7K
|
+581
|
New
|
|
|
2018
|
Chilton Capital Management
Houston,
Texas
|
$79.2K
|
–
|
–
|
–
|
|
|
2019
|
Gilpin Wealth Management
Denver,
Colorado
|
$78.8K
|
-$47.9K
|
-363
|
-39%
|
|
|
2020
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$78.3K
|
+$132
|
+1
|
+0.2%
|
|
|
2021
|
Montgomery Financial Services
Ocean City,
Maryland
|
$78.1K
|
+$75K
|
+568
|
New
|
|
|
2022
|
Graney & King
Latham,
New York
|
$78K
|
–
|
–
|
–
|
|
|
2023
|
Advocate Investing Services
Woodbine,
Maryland
|
$75.5K
|
+$42.3K
|
+320
|
+140%
|
|
|
2024
|
Financial Life Planners
Tempe,
Arizona
|
$75.4K
|
-$5.68K
|
-43
|
-7%
|
|
|
2025
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$75K
|
–
|
–
|
–
|
|
