|
2001
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$532K
|
-$8.49K
|
-239
|
-2%
|
|
|
2002
|
Austin Private Wealth
Austin,
Texas
|
$529K
|
-$53K
|
-1,492
|
-9%
|
|
|
2003
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$526K
|
+$519K
|
+14,604
|
New
|
|
|
2004
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$525K
|
-$16K
|
-450
|
-3%
|
|
|
2005
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$523K
|
+$8.41K
|
+237
|
+2%
|
|
|
2006
|
MBA Advisors
Hermitage,
Pennsylvania
|
$522K
|
+$511K
|
+14,397
|
New
|
|
|
2007
|
MJP Associates
Farmington,
Connecticut
|
$521K
|
+$49.7K
|
+1,401
|
+11%
|
|
|
2008
|
Capital Management Associates (New York)
New York
|
$520K
|
-$26.6K
|
-750
|
-5%
|
|
|
2009
|
Ascent Wealth Partners
New Hartford,
New York
|
$520K
|
+$6.36K
|
+179
|
+1%
|
|
|
2010
|
Beck Bode LLC
Dedham,
Massachusetts
|
$520K
|
+$510K
|
+14,360
|
New
|
|
|
2011
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$519K
|
+$509K
|
+14,325
|
New
|
|
|
2012
|
Forte Capital
Rochester,
New York
|
$518K
|
-$57.9K
|
-1,630
|
-10%
|
|
|
2013
|
SOA Wealth Advisors
New York
|
$518K
|
+$1.31K
|
+37
|
+0.3%
|
|
|
2014
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$518K
|
+$14.9K
|
+419
|
+3%
|
|
|
2015
|
Capital Planning Advisors
Roseville,
California
|
$517K
|
+$7.53K
|
+212
|
+2%
|
|
|
2016
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$516K
|
-$198K
|
-5,564
|
-28%
|
|
|
2017
|
Omnia Family Wealth
Aventura,
Florida
|
$516K
|
-$143K
|
-4,030
|
-22%
|
|
|
2018
|
Jump Financial
Chicago,
Illinois
|
$516K
|
+$506K
|
+14,255
|
New
|
|
|
2019
|
Magnus Financial Group
New York
|
$515K
|
-$746K
|
-21,019
|
-60%
|
|
|
2020
|
|
$515K
|
–
|
–
|
–
|
|
|
2021
|
King Wealth Management Group
Naples,
Florida
|
$515K
|
+$178
|
+5
|
+0%
|
|
|
2022
|
Sovereign Financial Group
Stamford,
Connecticut
|
$515K
|
+$21.1K
|
+593
|
+4%
|
|
|
2023
|
D. Scott Neal
Lexington,
Kentucky
|
$514K
|
-$296K
|
-8,348
|
-37%
|
|
|
2024
|
Clean Yield Group
Norwich,
Vermont
|
$513K
|
-$161K
|
-4,541
|
-24%
|
|
|
2025
|
Professional Planning
Thousand Oaks,
California
|
$513K
|
-$61.3K
|
-1,726
|
-11%
|
|
