|
2001
|
RD Lewis Holdings
Maitland,
Florida
|
$374K
|
+$24.2K
|
+852
|
+6%
|
|
|
2002
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$374K
|
+$3.35K
|
+118
|
+0.9%
|
|
|
2003
|
Powers Advisory Group
Highland,
Illinois
|
$373K
|
+$14.3K
|
+503
|
+4%
|
|
|
2004
|
Clear Point Advisors
Melville,
New York
|
$372K
|
-$341
|
-12
|
-0.1%
|
|
|
2005
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$372K
|
+$1.62K
|
+57
|
+0.4%
|
|
|
2006
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$372K
|
-$28
|
-1
|
-0%
|
|
|
2007
|
R Squared
Central,
Hong Kong
|
$371K
|
+$374K
|
+13,154
|
New
|
|
|
2008
|
Navellier & Associates
Reno,
Nevada
|
$371K
|
+$373K
|
+13,152
|
New
|
|
|
2009
|
CMG Global Holdings
Plano,
Texas
|
$371K
|
+$27.9K
|
+981
|
+7%
|
|
|
2010
|
Spirepoint Private Client
Vero Beach,
Florida
|
$371K
|
+$24.4K
|
+860
|
+7%
|
|
|
2011
|
Frederick Financial Consultants
Frederick,
Maryland
|
$370K
|
-$32.7K
|
-1,151
|
-8%
|
|
|
2012
|
Oak Asset Management
Westlake Village,
California
|
$370K
|
–
|
–
|
–
|
|
|
2013
|
|
$370K
|
-$28.7K
|
-1,011
|
-7%
|
|
|
2014
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$370K
|
+$372K
|
+13,094
|
New
|
|
|
2015
|
Channel Wealth
Santa Barbara,
California
|
$370K
|
+$1.16K
|
+41
|
+0.3%
|
|
|
2016
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$369K
|
+$5.42K
|
+191
|
+1%
|
|
|
2017
|
HORAN Wealth
Cincinnati,
Ohio
|
$369K
|
+$371K
|
+13,065
|
New
|
|
|
2018
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$367K
|
-$653
|
-23
|
-0.2%
|
|
|
2019
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$367K
|
–
|
–
|
–
|
|
|
2020
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$367K
|
–
|
–
|
–
|
|
|
2021
|
Voya Financial Advisors
Windsor,
Connecticut
|
$366K
|
-$18.6K
|
-654
|
-5%
|
|
|
2022
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$366K
|
-$4.12K
|
-145
|
-1%
|
|
|
2023
|
Shore Point Advisors
Brielle,
New Jersey
|
$366K
|
–
|
–
|
–
|
|
|
2024
|
O'Rourke & Company
Boston,
Massachusetts
|
$366K
|
-$10.4K
|
-367
|
-3%
|
|
|
2025
|
Disciplined Investors
Waco,
Texas
|
$366K
|
+$47.1K
|
+1,658
|
+15%
|
|
