|
2001
|
Alpha Capital Management
Austin,
Texas
|
$687K
|
-$73.8K
|
-285
|
-10%
|
|
|
2002
|
Praetorian Wealth Management
Carmel,
California
|
$686K
|
+$664K
|
+2,565
|
New
|
|
|
2003
|
L.J. Altfest & Co
New York
|
$686K
|
+$22.8K
|
+88
|
+4%
|
|
|
2004
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$685K
|
+$663K
|
+2,562
|
New
|
|
|
2005
|
Venturi Wealth Management
Austin,
Texas
|
$685K
|
+$54.4K
|
+210
|
+9%
|
|
|
2006
|
Jackson Wealth Management
Lake Mary,
Florida
|
$685K
|
–
|
–
|
–
|
|
|
2007
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$684K
|
–
|
–
|
–
|
|
|
2008
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$683K
|
+$4.14K
|
+16
|
+0.6%
|
|
|
2009
|
Pine Valley Investments
Marlton,
New Jersey
|
$683K
|
+$108K
|
+419
|
+20%
|
|
|
2010
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$683K
|
+$38.3K
|
+148
|
+6%
|
|
|
2011
|
Evolution Wealth Advisors
Aventura,
Florida
|
$681K
|
–
|
–
|
–
|
|
|
2012
|
Marietta Wealth Management
Marietta,
Georgia
|
$681K
|
-$16K
|
-62
|
-2%
|
|
|
2013
|
Aprio Wealth Management
Atlanta,
Georgia
|
$679K
|
+$18.4K
|
+71
|
+3%
|
|
|
2014
|
Southland Equity Partners
Wildwood,
Missouri
|
$678K
|
-$1.81K
|
-7
|
-0.3%
|
|
|
2015
|
Delta Asset Management
Memphis,
Tennessee
|
$676K
|
+$44.3K
|
+171
|
+7%
|
|
|
2016
|
|
$675K
|
+$654K
|
+2,525
|
New
|
|
|
2017
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$675K
|
+$30.3K
|
+117
|
+5%
|
|
|
2018
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$674K
|
-$3.88K
|
-15
|
-0.6%
|
|
|
2019
|
Riversedge Advisors
Wilmington,
Delaware
|
$674K
|
+$154K
|
+594
|
+31%
|
|
|
2020
|
CM Wealth Advisors
Beachwood,
Ohio
|
$670K
|
-$4.75M
|
-18,355
|
-88%
|
|
|
2021
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$669K
|
–
|
–
|
–
|
|
|
2022
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$669K
|
-$35.2K
|
-136
|
-5%
|
|
|
2023
|
World Equity Group
Schaumburg,
Illinois
|
$668K
|
-$594K
|
-2,295
|
-48%
|
|
|
2024
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$668K
|
+$26.7K
|
+103
|
+4%
|
|
|
2025
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$665K
|
-$14.2K
|
-55
|
-2%
|
|
