|
2001
|
Personal CFO Solutions
Chester,
New Jersey
|
$772K
|
-$99.5K
|
-342
|
-11%
|
|
|
2002
|
Private Ocean
San Rafael,
California
|
$772K
|
–
|
–
|
–
|
|
|
2003
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$770K
|
–
|
–
|
–
|
|
|
2004
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$769K
|
-$29.1K
|
-100
|
-4%
|
|
|
2005
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$767K
|
-$46.2K
|
-159
|
-6%
|
|
|
2006
|
RiverFront Investment Group
Richmond,
Virginia
|
$765K
|
+$14.8K
|
+51
|
+2%
|
|
|
2007
|
D'Orazio & Associates
Falls Church,
Virginia
|
$763K
|
+$102K
|
+352
|
+15%
|
|
|
2008
|
Soltis Investment Advisors
St. George,
Utah
|
$763K
|
-$26.8K
|
-92
|
-3%
|
|
|
2009
|
Zions Bancorporation
Salt Lake City,
Utah
|
$762K
|
+$29.4K
|
+101
|
+4%
|
|
|
2010
|
Simplex Trading
Chicago,
Illinois
|
$761K
|
+$785K
|
+2,700
|
New
|
|
|
2011
|
BOS Asset Management
Springfield,
Illinois
|
$758K
|
–
|
–
|
–
|
|
|
2012
|
Smith Anglin Financial
Dallas,
Texas
|
$758K
|
+$582
|
+2
|
+0.1%
|
|
|
2013
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$758K
|
-$89.3K
|
-307
|
-10%
|
|
|
2014
|
United Advisor Group
Cincinnati,
Ohio
|
$757K
|
+$275K
|
+947
|
+54%
|
|
|
2015
|
Semus Wealth Partners
Boca Raton,
Florida
|
$755K
|
-$35.8K
|
-123
|
-4%
|
|
|
2016
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$754K
|
+$8.43K
|
+29
|
+1%
|
|
|
2017
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$754K
|
–
|
–
|
–
|
|
|
2018
|
ViaWealth
Leawood,
Kansas
|
$753K
|
+$1.16K
|
+4
|
+0.1%
|
|
|
2019
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$752K
|
-$5.24K
|
-18
|
-0.7%
|
|
|
2020
|
ETF Store
Overland Park,
Kansas
|
$751K
|
+$4.36K
|
+15
|
+0.6%
|
|
|
2021
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$749K
|
-$16K
|
-55
|
-2%
|
|
|
2022
|
Exchange Bank
Santa Rosa,
California
|
$749K
|
+$14.5K
|
+50
|
+2%
|
|
|
2023
|
NTV Asset Management
Charleston,
West Virginia
|
$749K
|
+$216K
|
+744
|
+39%
|
|
|
2024
|
WR Wealth Planners
Columbia,
Missouri
|
$748K
|
-$57.6K
|
-198
|
-7%
|
|
|
2025
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$747K
|
-$849K
|
-2,919
|
-52%
|
|
