|
2001
|
Arlington Financial Advisors
Santa Barbara,
California
|
$896K
|
+$898K
|
+2,931
|
New
|
|
|
2002
|
|
$895K
|
+$78.7K
|
+257
|
+10%
|
|
|
2003
|
Ark Wealth Advisors
Yorba Linda,
California
|
$895K
|
+$896K
|
+2,927
|
New
|
|
|
2004
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$894K
|
-$7.66K
|
-25
|
-0.8%
|
|
|
2005
|
Quotient Wealth Partners
Dallas,
Texas
|
$894K
|
+$157K
|
+514
|
+21%
|
|
|
2006
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$893K
|
+$1.23K
|
+4
|
+0.1%
|
|
|
2007
|
MJP Associates
Farmington,
Connecticut
|
$893K
|
-$91K
|
-297
|
-9%
|
|
|
2008
|
TI-Trust
Quincy,
Illinois
|
$892K
|
-$4.29K
|
-14
|
-0.5%
|
|
|
2009
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$891K
|
+$25.7K
|
+84
|
+3%
|
|
|
2010
|
Z3 Capital Partners
Richmond,
Virginia
|
$891K
|
+$893K
|
+2,914
|
New
|
|
|
2011
|
Garrison Point Advisors
Walnut Creek,
California
|
$890K
|
+$11.9K
|
+39
|
+1%
|
|
|
2012
|
ProVise Management Group
Clearwater,
Florida
|
$889K
|
-$9.19K
|
-30
|
-1%
|
|
|
2013
|
Vision Financial Markets
Stamford,
Connecticut
|
$888K
|
-$30.6K
|
-100
|
-3%
|
|
|
2014
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$887K
|
+$24.5K
|
+80
|
+3%
|
|
|
2015
|
71 West Capital Partners
Boston,
Massachusetts
|
$884K
|
+$886K
|
+2,894
|
New
|
|
|
2016
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$884K
|
+$75.7K
|
+247
|
+9%
|
|
|
2017
|
Woodward Diversified Capital
Bakersfield,
California
|
$884K
|
+$46.9K
|
+153
|
+6%
|
|
|
2018
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$884K
|
-$8.58K
|
-28
|
-1%
|
|
|
2019
|
BIP Wealth
Atlanta,
Georgia
|
$882K
|
+$292K
|
+953
|
+49%
|
|
|
2020
|
Front Row Advisors
Tiburon,
California
|
$881K
|
–
|
–
|
–
|
|
|
2021
|
Blue Edge Capital
Richmond,
Virginia
|
$881K
|
+$19.3K
|
+63
|
+2%
|
|
|
2022
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$881K
|
-$3.98K
|
-13
|
-0.4%
|
|
|
2023
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$881K
|
–
|
–
|
–
|
|
|
2024
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$879K
|
-$3.98K
|
-13
|
-0.4%
|
|
|
2025
|
LifePlan Financial
Mankato,
Minnesota
|
$879K
|
-$50.2K
|
-164
|
-5%
|
|
