|
2001
|
Hoey Investments
Coatesville,
Pennsylvania
|
$106K
|
+$27.4K
|
+50
|
+37%
|
|
|
2002
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$105K
|
+$100K
|
+183
|
New
|
|
|
2003
|
IronBridge Private Wealth
Austin,
Texas
|
$103K
|
–
|
–
|
–
|
|
|
2004
|
MayTech Global Investments
New York
|
$103K
|
–
|
–
|
–
|
|
|
2005
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$101K
|
–
|
–
|
–
|
|
|
2006
|
Bogart Wealth LLC
Mclean,
Virginia
|
$99K
|
+$9.88K
|
+18
|
+12%
|
|
|
2007
|
Howe & Rusling
Rochester,
New York
|
$90K
|
–
|
–
|
–
|
|
|
2008
|
Johnson Midwest Financial
Glidden,
Iowa
|
$87K
|
–
|
–
|
–
|
|
|
2009
|
AllSquare Wealth Management
Albany,
New York
|
$86K
|
-$25.8K
|
-47
|
-24%
|
|
|
2010
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$86K
|
–
|
–
|
–
|
|
|
2011
|
McIlrath & Eck
Arlington,
Washington
|
$85K
|
–
|
–
|
–
|
|
|
2012
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$83K
|
-$4.39K
|
-8
|
-4%
|
|
|
2013
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$83K
|
–
|
–
|
–
|
|
|
2014
|
Raffa Wealth Management
Washington,
District of Columbia
|
$80.6K
|
–
|
–
|
–
|
|
|
2015
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$75.5K
|
-$727K
|
-1,325
|
-1%
|
|
|
2016
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$74K
|
–
|
–
|
–
|
|
|
2017
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$73K
|
–
|
–
|
–
|
|
|
2018
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$73K
|
+$13.7K
|
+25
|
+25%
|
|
|
2019
|
Financial Perspectives
Minneapolis,
Minnesota
|
$71.4K
|
+$9.33K
|
+17
|
+16%
|
|
|
2020
|
Global Financial Private Client
Sarasota,
Florida
|
$71K
|
–
|
–
|
–
|
|
|
2021
|
Old North State Trust
Greensboro,
North Carolina
|
$70K
|
–
|
–
|
–
|
|
|
2022
|
Private Ocean
San Rafael,
California
|
$68K
|
+$1.1K
|
+2
|
+2%
|
|
|
2023
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$67K
|
–
|
–
|
–
|
|
|
2024
|
Janiczek Wealth Management
Denver,
Colorado
|
$67K
|
+$10.4K
|
+19
|
+19%
|
|
|
2025
|
Clearview Wealth Advisors
Salem,
Oregon
|
$66K
|
–
|
–
|
–
|
|
