|
2001
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$24.3K
|
+$3.65K
|
+82
|
+19%
|
|
|
2002
|
Peterson Financial Group
Des Moines,
Iowa
|
$23.8K
|
+$22.2K
|
+498
|
New
|
|
|
2003
|
SOA Wealth Advisors
New York
|
$23.8K
|
-$22.1K
|
-496
|
-50%
|
|
|
2004
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$23.4K
|
–
|
–
|
–
|
|
|
2005
|
Anfield Capital Management
Irvine,
California
|
$23.4K
|
–
|
–
|
–
|
|
|
2006
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$23.2K
|
+$89
|
+2
|
+0.4%
|
|
|
2007
|
Albion Financial Group
Salt Lake City,
Utah
|
$22.3K
|
+$20.8K
|
+467
|
New
|
|
|
2008
|
GSB Wealth Management
Guilford,
Connecticut
|
$21.3K
|
+$19.9K
|
+446
|
New
|
|
|
2009
|
Macroview Investment Management
Bethesda,
Maryland
|
$20.5K
|
-$13.9K
|
-313
|
-42%
|
|
|
2010
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$20K
|
–
|
–
|
–
|
|
|
2011
|
Elevation Wealth Partners
Santa Rosa,
California
|
$19.8K
|
–
|
–
|
–
|
|
|
2012
|
Ransom Advisory
Providence,
Rhode Island
|
$19.8K
|
–
|
–
|
–
|
|
|
2013
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$19.1K
|
–
|
–
|
–
|
|
|
2014
|
Blume Capital Management
Berkeley,
California
|
$19.1K
|
+$17.8K
|
+399
|
New
|
|
|
2015
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$18.1K
|
-$2.23K
|
-50
|
-12%
|
|
|
2016
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$17.6K
|
-$6.01K
|
-135
|
-27%
|
|
|
2017
|
Acima Private Wealth
Richmond,
Virginia
|
$17.5K
|
–
|
–
|
–
|
|
|
2018
|
Legacy Investment Solutions
Meridian,
Idaho
|
$17.2K
|
+$16.9K
|
+379
|
New
|
|
|
2019
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$17.2K
|
+$16.9K
|
+379
|
New
|
|
|
2020
|
Wiser Advisor Group
Phoenix,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
2021
|
Syntax Research
Boca Raton,
Florida
|
$16.8K
|
+$15.6K
|
+351
|
New
|
|
|
2022
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$16K
|
–
|
–
|
–
|
|
|
2023
|
Syntrinsic
Denver,
Colorado
|
$16K
|
–
|
–
|
–
|
|
|
2024
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$15.2K
|
–
|
–
|
–
|
|
|
2025
|
Mondrian Investment Partners
London,
United Kingdom
|
$14.9K
|
+$13.8K
|
+311
|
New
|
|
