|
2001
|
Diversify Advisory Services
Sandy,
Utah
|
$622K
|
-$6.07M
|
-130,956
|
-91%
|
|
|
2002
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$620K
|
-$103K
|
-2,220
|
-15%
|
|
|
2003
|
TI-Trust
Quincy,
Illinois
|
$619K
|
–
|
–
|
–
|
|
|
2004
|
Crumly & Associates
Springfield,
Illinois
|
$619K
|
+$8.9K
|
+192
|
+2%
|
|
|
2005
|
Steph & Co
Marinette,
Wisconsin
|
$617K
|
+$2.92K
|
+63
|
+0.5%
|
|
|
2006
|
Trueblood Wealth Management
Lima,
Ohio
|
$614K
|
-$2.32K
|
-50
|
-0.4%
|
|
|
2007
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$614K
|
-$64.9K
|
-1,400
|
-10%
|
|
|
2008
|
Plancorp LLC
Saint Louis,
Missouri
|
$614K
|
-$19.7K
|
-426
|
-3%
|
|
|
2009
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$613K
|
+$61.7K
|
+1,332
|
+11%
|
|
|
2010
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$612K
|
+$927
|
+20
|
+0.2%
|
|
|
2011
|
Creative Financial Designs
Kokomo,
Indiana
|
$611K
|
-$709K
|
-15,294
|
-56%
|
|
|
2012
|
Central Valley Advisors
Sacramento,
California
|
$610K
|
+$186K
|
+4,015
|
+49%
|
|
|
2013
|
Boyar Asset Management
New York
|
$609K
|
+$111K
|
+2,400
|
+25%
|
|
|
2014
|
OMC Financial Services
Dewitt,
New York
|
$609K
|
-$9.27K
|
-200
|
-2%
|
|
|
2015
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$608K
|
+$167K
|
+3,595
|
+42%
|
|
|
2016
|
Quantum Financial Advisors
El Segundo,
California
|
$604K
|
+$21.5K
|
+464
|
+4%
|
|
|
2017
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$604K
|
+$9.18K
|
+198
|
+2%
|
|
|
2018
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$603K
|
-$1.69M
|
-36,532
|
-75%
|
|
|
2019
|
Cresta Advisors
Laredo,
Texas
|
$603K
|
–
|
–
|
–
|
|
|
2020
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$603K
|
-$2.55K
|
-55
|
-0.5%
|
|
|
2021
|
China Universal Asset Management Company
Shanghai,
China
|
$603K
|
+$556K
|
+12,006
|
New
|
|
|
2022
|
Naples Global Advisors
Naples,
Florida
|
$602K
|
+$52.8K
|
+1,140
|
+11%
|
|
|
2023
|
Mosley Wealth Management
Anaheim,
California
|
$602K
|
+$7.09K
|
+153
|
+1%
|
|
|
2024
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$599K
|
-$13.1K
|
-282
|
-2%
|
|
|
2025
|
Klingman & Associates
New York
|
$599K
|
+$108K
|
+2,333
|
+24%
|
|
