|
2001
|
|
$37.2K
|
-$310K
|
-1,859
|
-89%
|
|
|
2002
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$36.3K
|
–
|
–
|
–
|
|
|
2003
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$36K
|
+$36.4K
|
+218
|
New
|
|
|
2004
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$35.7K
|
+$36K
|
+216
|
New
|
|
|
2005
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$35.5K
|
+$6.67K
|
+40
|
+23%
|
|
|
2006
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$34.5K
|
+$33.7K
|
+202
|
New
|
|
|
2007
|
Mendota Financial Group
Madison,
Wisconsin
|
$33.7K
|
+$34K
|
+204
|
New
|
|
|
2008
|
SJS Investment Consulting
Sylvania,
Ohio
|
$33.5K
|
+$4.84K
|
+29
|
+17%
|
|
|
2009
|
|
$33.4K
|
+$33.7K
|
+202
|
New
|
|
|
2010
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
2011
|
Delos Wealth Advisors
Dallas,
Texas
|
$33K
|
–
|
–
|
–
|
|
|
2012
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$33K
|
+$33.4K
|
+200
|
New
|
|
|
2013
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$33K
|
–
|
–
|
–
|
|
|
2014
|
DecisionPoint Financial
Mesa,
Arizona
|
$32.5K
|
+$32.8K
|
+197
|
New
|
|
|
2015
|
Altshuler Shaham
Tel Aviv,
Israel
|
$32.4K
|
-$5.34K
|
-32
|
-14%
|
|
|
2016
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$32.4K
|
-$4.67K
|
-28
|
-13%
|
|
|
2017
|
My Personal CFO LLC
Vancouver,
Washington
|
$30.6K
|
+$30.8K
|
+185
|
New
|
|
|
2018
|
Coppell Advisory Solutions
Coppell,
Texas
|
$30.4K
|
+$30.7K
|
+184
|
New
|
|
|
2019
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$30.4K
|
+$30.7K
|
+184
|
New
|
|
|
2020
|
Solstein Capital
Menlo Park,
California
|
$29.4K
|
-$84.2K
|
-505
|
-74%
|
|
|
2021
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$29K
|
-$54.9K
|
-329
|
-65%
|
|
|
2022
|
Parallax Volatility Advisers
San Francisco,
California
|
$28.1K
|
-$7.12M
|
-42,711
|
-100%
|
|
|
2023
|
Endurance Wealth Management
Providence,
Rhode Island
|
$28K
|
–
|
–
|
–
|
|
|
2024
|
Hoese & Co
Glencoe,
Minnesota
|
$27K
|
-$20.8K
|
-125
|
-46%
|
|
|
2025
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$27K
|
+$3.5K
|
+21
|
+15%
|
|
