|
2001
|
Martel Wealth Advisors
Vancouver,
Washington
|
$220K
|
+$883
|
+9
|
+0.4%
|
|
|
2002
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$220K
|
-$98
|
-1
|
-0%
|
|
|
2003
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$220K
|
–
|
–
|
–
|
|
|
2004
|
Destination Wealth Management
Walnut Creek,
California
|
$218K
|
-$27K
|
-275
|
-10%
|
|
|
2005
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$218K
|
-$5.5K
|
-56
|
-2%
|
|
|
2006
|
Financial Advisory Group
Houston,
Texas
|
$218K
|
–
|
–
|
–
|
|
|
2007
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$218K
|
+$21.4K
|
+218
|
+10%
|
|
|
2008
|
Horizon Wealth Management
La Grange,
Illinois
|
$217K
|
+$1.08K
|
+11
|
+0.5%
|
|
|
2009
|
Idaho Trust Bank
Boise,
Idaho
|
$216K
|
+$233K
|
+2,372
|
New
|
|
|
2010
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$216K
|
+$46.2K
|
+471
|
+25%
|
|
|
2011
|
PSI Advisors
Tampa,
Florida
|
$216K
|
+$16K
|
+163
|
+7%
|
|
|
2012
|
Boyar Asset Management
New York
|
$216K
|
–
|
–
|
–
|
|
|
2013
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$216K
|
+$22.5K
|
+229
|
+11%
|
|
|
2014
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
2015
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$214K
|
+$231K
|
+2,349
|
New
|
|
|
2016
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$213K
|
-$13.3K
|
-135
|
-5%
|
|
|
2017
|
Neville Rodie & Shaw
New York
|
$213K
|
-$9.81K
|
-100
|
-4%
|
|
|
2018
|
CFO4Life Group
Coppell,
Texas
|
$213K
|
-$11.5K
|
-117
|
-5%
|
|
|
2019
|
Darwin Wealth Management
Tampa,
Florida
|
$213K
|
-$10.3K
|
-105
|
-4%
|
|
|
2020
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$212K
|
–
|
–
|
–
|
|
|
2021
|
Grandfield & Dodd
New York
|
$212K
|
+$19.6K
|
+200
|
+9%
|
|
|
2022
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$212K
|
+$2.26K
|
+23
|
+1%
|
|
|
2023
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$212K
|
-$7.36K
|
-75
|
-3%
|
|
|
2024
|
LexAurum Advisors
Overland Park,
Kansas
|
$211K
|
-$1.37K
|
-14
|
-0.6%
|
|
|
2025
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$210K
|
+$19.7K
|
+201
|
+10%
|
|
