|
2001
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$33.3K
|
–
|
–
|
–
|
|
|
2002
|
Investors Research Corp
Atlanta,
Georgia
|
$32.2K
|
-$53.9K
|
-1,210
|
-64%
|
|
|
2003
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$31.1K
|
–
|
–
|
–
|
|
|
2004
|
Element Wealth
Ridgeland,
Mississippi
|
$30.9K
|
-$356
|
-8
|
-1%
|
|
|
2005
|
Elevate Wealth Advisory
Athens,
Georgia
|
$30.4K
|
–
|
–
|
–
|
|
|
2006
|
Rakuten Securities
Tokyo,
Japan
|
$27.9K
|
+$12.6K
|
+283
|
+94%
|
|
|
2007
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$24.3K
|
+$3.65K
|
+82
|
+19%
|
|
|
2008
|
Peterson Financial Group
Des Moines,
Iowa
|
$23.8K
|
+$22.2K
|
+498
|
New
|
|
|
2009
|
SOA Wealth Advisors
New York
|
$23.8K
|
-$22.1K
|
-496
|
-50%
|
|
|
2010
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$23.4K
|
–
|
–
|
–
|
|
|
2011
|
Anfield Capital Management
Irvine,
California
|
$23.4K
|
–
|
–
|
–
|
|
|
2012
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$23.2K
|
+$89
|
+2
|
+0.4%
|
|
|
2013
|
Albion Financial Group
Salt Lake City,
Utah
|
$22.3K
|
+$20.8K
|
+467
|
New
|
|
|
2014
|
GSB Wealth Management
Guilford,
Connecticut
|
$21.3K
|
+$19.9K
|
+446
|
New
|
|
|
2015
|
Macroview Investment Management
Bethesda,
Maryland
|
$20.5K
|
-$13.9K
|
-313
|
-42%
|
|
|
2016
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$20K
|
–
|
–
|
–
|
|
|
2017
|
Elevation Wealth Partners
Santa Rosa,
California
|
$19.8K
|
–
|
–
|
–
|
|
|
2018
|
Ransom Advisory
Providence,
Rhode Island
|
$19.8K
|
–
|
–
|
–
|
|
|
2019
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$19.1K
|
–
|
–
|
–
|
|
|
2020
|
Blume Capital Management
Berkeley,
California
|
$19.1K
|
+$17.8K
|
+399
|
New
|
|
|
2021
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$18.1K
|
-$2.23K
|
-50
|
-12%
|
|
|
2022
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$17.6K
|
-$6.01K
|
-135
|
-27%
|
|
|
2023
|
Acima Private Wealth
Richmond,
Virginia
|
$17.5K
|
–
|
–
|
–
|
|
|
2024
|
Legacy Investment Solutions
Meridian,
Idaho
|
$17.2K
|
+$16.9K
|
+379
|
New
|
|
|
2025
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$17.2K
|
+$16.9K
|
+379
|
New
|
|
