|
2001
|
Financial Enhancement Group
Anderson,
Indiana
|
$66K
|
–
|
–
|
–
|
|
|
2002
|
INR Advisory Services
Media,
Pennsylvania
|
$66K
|
–
|
–
|
–
|
|
|
2003
|
AllSquare Wealth Management
Albany,
New York
|
$65K
|
–
|
–
|
–
|
|
|
2004
|
Assured Investment Management
New York
|
$65K
|
+$64.5K
|
+1,379
|
New
|
|
|
2005
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$65K
|
+$65.1K
|
+1,391
|
New
|
|
|
2006
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$64K
|
-$69.7K
|
-1,490
|
-52%
|
|
|
2007
|
Lenox Wealth Advisors
New York
|
$63K
|
–
|
–
|
–
|
|
|
2008
|
Kemnay Advisory Services
New York
|
$59K
|
–
|
–
|
–
|
|
|
2009
|
ArchPoint Investors
Coral Gables,
Florida
|
$57K
|
–
|
–
|
–
|
|
|
2010
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$56K
|
+$56K
|
+1,198
|
New
|
|
|
2011
|
Financial Management Professionals
Austin,
Texas
|
$55K
|
-$20.1K
|
-429
|
-27%
|
|
|
2012
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$55K
|
–
|
–
|
–
|
|
|
2013
|
Shelton Capital Management
Denver,
Colorado
|
$54.5K
|
-$2.62M
|
-56,105
|
-96%
|
|
|
2014
|
Barnett & Company
Chattanooga,
Tennessee
|
$54K
|
–
|
–
|
–
|
|
|
2015
|
Kelly Financial Services
Braintree,
Massachusetts
|
$51.5K
|
+$51.4K
|
+1,100
|
New
|
|
|
2016
|
Financial Advantage
Columbia,
Maryland
|
$50K
|
-$7.9K
|
-169
|
-14%
|
|
|
2017
|
Lake Point Wealth Management
Rockwall,
Texas
|
$49K
|
-$652K
|
-13,936
|
-94%
|
|
|
2018
|
Markston International
White Plains,
New York
|
$49K
|
+$5.61K
|
+120
|
+13%
|
|
|
2019
|
PRW Wealth Management
Quincy,
Massachusetts
|
$48K
|
-$608
|
-13
|
-1%
|
|
|
2020
|
Cordasco Financial Network
Naples,
Florida
|
$48K
|
–
|
–
|
–
|
|
|
2021
|
Ruggie Capital Group
Tavares,
Florida
|
$47K
|
-$97K
|
-2,073
|
-67%
|
|
|
2022
|
Cowen Prime Advisors
New York
|
$47K
|
–
|
–
|
–
|
|
|
2023
|
Altshuler Shaham
Tel Aviv,
Israel
|
$45K
|
-$702
|
-15
|
-2%
|
|
|
2024
|
Winch Advisory Services
Appleton,
Wisconsin
|
$45K
|
+$2.99K
|
+64
|
+7%
|
|
|
2025
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$44K
|
-$35.3K
|
-755
|
-45%
|
|
