|
2001
|
ABLE Financial Group
Scottsdale,
Arizona
|
$582K
|
-$17K
|
-336
|
-3%
|
|
|
2002
|
Beta Wealth Group
San Diego,
California
|
$582K
|
+$90.8K
|
+1,800
|
+19%
|
|
|
2003
|
Cypress Wealth Services
Palm Desert,
California
|
$581K
|
+$2.27K
|
+45
|
+0.4%
|
|
|
2004
|
Wayfinding Financial
Lynnwood,
Washington
|
$578K
|
+$51.6K
|
+1,023
|
+10%
|
|
|
2005
|
Fortem Financial Group
Palm Desert,
California
|
$578K
|
+$556K
|
+11,028
|
New
|
|
|
2006
|
Janiczek Wealth Management
Denver,
Colorado
|
$576K
|
+$54K
|
+1,071
|
+11%
|
|
|
2007
|
American Trust
Lexington,
Kentucky
|
$576K
|
–
|
–
|
–
|
|
|
2008
|
First Financial Corp
Terre Haute,
Indiana
|
$576K
|
-$1.51K
|
-30
|
-0.3%
|
|
|
2009
|
Core Wealth Partners
Santa Rosa,
California
|
$576K
|
–
|
–
|
–
|
|
|
2010
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$575K
|
+$73.4K
|
+1,455
|
+15%
|
|
|
2011
|
PFS Investments
Duluth,
Georgia
|
$574K
|
+$54.6K
|
+1,083
|
+11%
|
|
|
2012
|
PAX Financial Group
San Antonio,
Texas
|
$571K
|
+$31.2K
|
+618
|
+6%
|
|
|
2013
|
United Bank (Virginia)
Vienna,
Virginia
|
$569K
|
-$15.1K
|
-300
|
-3%
|
|
|
2014
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$569K
|
+$10.9K
|
+216
|
+2%
|
|
|
2015
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$568K
|
+$36.9K
|
+732
|
+7%
|
|
|
2016
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$568K
|
-$34.2K
|
-678
|
-6%
|
|
|
2017
|
AXS Investments
Port Chester,
New York
|
$567K
|
-$80.5K
|
-1,596
|
-13%
|
|
|
2018
|
Private Portfolio Partners
Paramus,
New Jersey
|
$567K
|
+$8.02K
|
+159
|
+1%
|
|
|
2019
|
Winning Points Advisors
Boca Raton,
Florida
|
$566K
|
–
|
–
|
–
|
|
|
2020
|
Keating Investment Counselors
Delray Beach,
Florida
|
$566K
|
-$30.3K
|
-600
|
-5%
|
|
|
2021
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$565K
|
–
|
–
|
–
|
|
|
2022
|
Physician Wealth Advisors
Midvale,
Utah
|
$564K
|
+$3.48K
|
+69
|
+0.6%
|
|
|
2023
|
DGS Capital Management
Jersey City,
New Jersey
|
$563K
|
+$39.5K
|
+783
|
+8%
|
|
|
2024
|
Howland Capital Management
Boston,
Massachusetts
|
$563K
|
+$38K
|
+753
|
+8%
|
|
|
2025
|
Sara-Bay Financial
Sarasota,
Florida
|
$562K
|
-$22.6K
|
-447
|
-4%
|
|
