|
2001
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$331K
|
+$366K
|
+1,403
|
New
|
|
|
2002
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$331K
|
+$366K
|
+1,402
|
New
|
|
|
2003
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$331K
|
–
|
–
|
–
|
|
|
2004
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$330K
|
–
|
–
|
–
|
|
|
2005
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$330K
|
-$89.2K
|
-342
|
-20%
|
|
|
2006
|
Oasis Advisors
Forest City,
Iowa
|
$330K
|
+$365K
|
+1,400
|
New
|
|
|
2007
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$330K
|
-$52.2K
|
-200
|
-13%
|
|
|
2008
|
Nikulski Financial
Bettendorf,
Iowa
|
$328K
|
-$119K
|
-457
|
-25%
|
|
|
2009
|
Argos Wealth Advisors
Sacramento,
California
|
$327K
|
+$9.91K
|
+38
|
+3%
|
|
|
2010
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$327K
|
-$52.2K
|
-200
|
-13%
|
|
|
2011
|
Shelton Wealth Management
Fort Worth,
Texas
|
$326K
|
–
|
–
|
–
|
|
|
2012
|
Monument Capital Management
Alexandria,
Virginia
|
$326K
|
-$53.7K
|
-206
|
-13%
|
|
|
2013
|
White Pine Capital
Bloomington,
Minnesota
|
$326K
|
+$2.35K
|
+9
|
+0.7%
|
|
|
2014
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$326K
|
+$114K
|
+438
|
+46%
|
|
|
2015
|
Raffa Wealth Management
Washington,
District of Columbia
|
$326K
|
+$782
|
+3
|
+0.2%
|
|
|
2016
|
Verity Asset Management
Durham,
North Carolina
|
$325K
|
+$79.8K
|
+306
|
+29%
|
|
|
2017
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$325K
|
-$397K
|
-1,522
|
-53%
|
|
|
2018
|
First Bank & Trust
Brookings,
South Dakota
|
$325K
|
+$75.1K
|
+288
|
+26%
|
|
|
2019
|
TSG Advice Partners
Columbus,
Ohio
|
$324K
|
+$11.5K
|
+44
|
+3%
|
|
|
2020
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$324K
|
+$24.3K
|
+93
|
+8%
|
|
|
2021
|
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
|
$324K
|
+$358K
|
+1,371
|
New
|
|
|
2022
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$324K
|
+$7.82K
|
+30
|
+2%
|
|
|
2023
|
Gryphon Financial Partners
Columbus,
Ohio
|
$324K
|
+$27.4K
|
+105
|
+8%
|
|
|
2024
|
GM Advisory Group
Melville,
New York
|
$322K
|
+$3.65K
|
+14
|
+1%
|
|
|
2025
|
IFC Advisors
Los Angeles,
California
|
$322K
|
-$4.96K
|
-19
|
-1%
|
|
