|
2001
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$129K
|
+$54.2K
|
+594
|
+67%
|
|
|
2002
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$126K
|
–
|
–
|
–
|
|
|
2003
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$126K
|
–
|
–
|
–
|
|
|
2004
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$126K
|
-$1.32M
|
-14,451
|
-91%
|
|
|
2005
|
Group One Trading
Chicago,
Illinois
|
$123K
|
+$129K
|
+1,411
|
New
|
|
|
2006
|
Toth Financial Advisory
Leesburg,
Virginia
|
$122K
|
+$1.1K
|
+12
|
+0.9%
|
|
|
2007
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$122K
|
+$123K
|
+1,350
|
New
|
|
|
2008
|
Westfuller Advisors
New York
|
$121K
|
-$92.9K
|
-1,018
|
-42%
|
|
|
2009
|
Millstone Evans Group
Boulder,
Colorado
|
$120K
|
+$2.19K
|
+24
|
+2%
|
|
|
2010
|
Financial Management Professionals
Austin,
Texas
|
$120K
|
-$10.8K
|
-118
|
-8%
|
|
|
2011
|
TD Capital Management
Memphis,
Tennessee
|
$117K
|
+$456
|
+5
|
+0.4%
|
|
|
2012
|
|
$115K
|
-$105K
|
-1,147
|
-47%
|
|
|
2013
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$114K
|
–
|
–
|
–
|
|
|
2014
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$111K
|
-$390K
|
-4,270
|
-77%
|
|
|
2015
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$111K
|
–
|
–
|
–
|
|
|
2016
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$110K
|
–
|
–
|
–
|
|
|
2017
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$110K
|
+$6.85K
|
+75
|
+6%
|
|
|
2018
|
Avanza Fonder
Stockholm,
Sweden
|
$109K
|
+$114K
|
+1,248
|
New
|
|
|
2019
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$106K
|
-$3.19K
|
-35
|
-3%
|
|
|
2020
|
Nemes Rush Group
Novi,
Michigan
|
$106K
|
+$100K
|
+1,100
|
+940%
|
|
|
2021
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$105K
|
+$5.29K
|
+58
|
+5%
|
|
|
2022
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$105K
|
–
|
–
|
–
|
|
|
2023
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$104K
|
–
|
–
|
–
|
|
|
2024
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$104K
|
-$3.1K
|
-34
|
-3%
|
|
|
2025
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$101K
|
–
|
–
|
–
|
|
