|
2001
|
Trace Wealth Advisors
Los Angeles,
California
|
$215K
|
–
|
–
|
–
|
|
|
2002
|
Formidable Asset Management
Cincinnati,
Ohio
|
$214K
|
+$7.33K
|
+37
|
+3%
|
|
|
2003
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$213K
|
-$26K
|
-131
|
-11%
|
|
|
2004
|
BXM Wealth
Englewood,
Colorado
|
$212K
|
-$44.2K
|
-223
|
-17%
|
|
|
2005
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$212K
|
–
|
–
|
–
|
|
|
2006
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$209K
|
–
|
–
|
–
|
|
|
2007
|
Linscomb Wealth
Houston,
Texas
|
$208K
|
+$214K
|
+1,082
|
New
|
|
|
2008
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$207K
|
–
|
–
|
–
|
|
|
2009
|
Simon Quick Advisors
Morristown,
New Jersey
|
$206K
|
+$213K
|
+1,076
|
New
|
|
|
2010
|
HCR Wealth Advisors
Los Angeles,
California
|
$206K
|
+$1.19K
|
+6
|
+0.6%
|
|
|
2011
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$206K
|
+$213K
|
+1,075
|
New
|
|
|
2012
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$206K
|
+$213K
|
+1,075
|
New
|
|
|
2013
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$206K
|
+$210K
|
+1,062
|
+10,620%
|
|
|
2014
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$206K
|
+$17.8K
|
+90
|
+9%
|
|
|
2015
|
Sargent Investment Group
Bethesda,
Maryland
|
$205K
|
-$31.7K
|
-160
|
-13%
|
|
|
2016
|
Shaker Investments
Cleveland,
Ohio
|
$205K
|
-$31.9K
|
-161
|
-13%
|
|
|
2017
|
Private Management Group
Irvine,
California
|
$204K
|
–
|
–
|
–
|
|
|
2018
|
Northwest Financial Advisors
Herndon,
Virginia
|
$204K
|
+$396
|
+2
|
+0.2%
|
|
|
2019
|
Accredited Investors
Edina,
Minnesota
|
$204K
|
+$210K
|
+1,061
|
New
|
|
|
2020
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$203K
|
+$210K
|
+1,060
|
New
|
|
|
2021
|
Roberts Wealth Advisors
Palo Alto,
California
|
$203K
|
-$105K
|
-528
|
-33%
|
|
|
2022
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$203K
|
+$210K
|
+1,058
|
New
|
|
|
2023
|
Rolek Wealth Management
Berwyn,
Pennsylvania
|
$203K
|
+$209K
|
+1,056
|
New
|
|
|
2024
|
Signature Equity Partners
Columbus,
Ohio
|
$202K
|
-$6.54K
|
-33
|
-3%
|
|
|
2025
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$202K
|
+$198
|
+1
|
+0.1%
|
|
