|
2001
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$648K
|
+$57.6K
|
+700
|
+11%
|
|
|
2002
|
Y-Intercept (HK)
Hong Kong
|
$646K
|
-$831K
|
-10,100
|
-58%
|
|
|
2003
|
Sonora Investment Management Group
Tucson,
Arizona
|
$646K
|
+$6.58K
|
+80
|
+1%
|
|
|
2004
|
RVW Wealth
Los Angeles,
California
|
$645K
|
+$596K
|
+7,240
|
New
|
|
|
2005
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$645K
|
+$596K
|
+7,240
|
New
|
|
|
2006
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$644K
|
-$22.2K
|
-270
|
-4%
|
|
|
2007
|
Latitude Advisors
Vero Beach,
Florida
|
$643K
|
+$8.23K
|
+100
|
+1%
|
|
|
2008
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$643K
|
–
|
–
|
–
|
|
|
2009
|
Moment Partners
San Francisco,
California
|
$642K
|
+$593K
|
+7,200
|
New
|
|
|
2010
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$641K
|
+$14K
|
+170
|
+2%
|
|
|
2011
|
Gradient Capital Advisors
San Diego,
California
|
$641K
|
-$3.29K
|
-40
|
-0.6%
|
|
|
2012
|
Kingstone Capital Partners Texas
Frisco,
Texas
|
$640K
|
+$591K
|
+7,180
|
New
|
|
|
2013
|
Integrity Wealth Solutions
Denver,
Colorado
|
$639K
|
+$164K
|
+1,990
|
+38%
|
|
|
2014
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$639K
|
-$3.29K
|
-40
|
-0.6%
|
|
|
2015
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$638K
|
+$18.1K
|
+220
|
+3%
|
|
|
2016
|
New World Advisors
Hingham,
Massachusetts
|
$636K
|
-$8.23K
|
-100
|
-1%
|
|
|
2017
|
Opes Wealth Management
Menlo Park,
California
|
$635K
|
+$134K
|
+1,630
|
+30%
|
|
|
2018
|
TD Capital Management
Memphis,
Tennessee
|
$634K
|
-$2.47K
|
-30
|
-0.4%
|
|
|
2019
|
Highline Wealth Partners
Sherman Oaks,
California
|
$633K
|
+$14K
|
+170
|
+2%
|
|
|
2020
|
Summit X LLC
Chesterfield,
Missouri
|
$632K
|
+$31.3K
|
+380
|
+6%
|
|
|
2021
|
Intrua Financial
Houston,
Texas
|
$632K
|
-$100K
|
-1,220
|
-15%
|
|
|
2022
|
Westwood Holdings Group
Dallas,
Texas
|
$632K
|
–
|
–
|
–
|
|
|
2023
|
Yeomans Consulting Group
Marietta,
Georgia
|
$627K
|
+$165K
|
+2,000
|
+40%
|
|
|
2024
|
Castleview Partners
Dallas,
Texas
|
$627K
|
-$80.7K
|
-980
|
-12%
|
|
|
2025
|
TCI Wealth Advisors
Tucson,
Arizona
|
$624K
|
+$9.05K
|
+110
|
+2%
|
|
