|
2001
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$946K
|
+$480K
|
+1,603
|
+96%
|
|
|
2002
|
Maple Capital Management
Montpelier,
Vermont
|
$942K
|
-$7.19K
|
-24
|
-0.7%
|
|
|
2003
|
|
$942K
|
+$36.5K
|
+122
|
+4%
|
|
|
2004
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$941K
|
+$2.1K
|
+7
|
+0.2%
|
|
|
2005
|
Eagle Bay Advisors
New York
|
$939K
|
-$1.2K
|
-4
|
-0.1%
|
|
|
2006
|
WealthSpring Partners
Long Beach,
California
|
$939K
|
+$950K
|
+3,171
|
New
|
|
|
2007
|
Orion Capital Management
Coronado,
California
|
$939K
|
-$7.49K
|
-25
|
-0.8%
|
|
|
2008
|
Center for Financial Planning
Southfied,
Michigan
|
$938K
|
+$45.2K
|
+151
|
+5%
|
|
|
2009
|
HBW Advisory Services
Simi Valley,
California
|
$937K
|
+$34.4K
|
+115
|
+4%
|
|
|
2010
|
Tempo Wealth
Independence,
Ohio
|
$935K
|
+$945K
|
+3,157
|
New
|
|
|
2011
|
MV Capital Management
Bethesda,
Maryland
|
$935K
|
+$2.4K
|
+8
|
+0.3%
|
|
|
2012
|
DLK Investment Management
Solana Beach,
California
|
$933K
|
–
|
–
|
–
|
|
|
2013
|
One Capital Management
Westlake Village,
California
|
$933K
|
+$24K
|
+80
|
+3%
|
|
|
2014
|
Petros Family Wealth
Bloomington,
Minnesota
|
$931K
|
-$340K
|
-1,136
|
-27%
|
|
|
2015
|
Country Trust Bank
Bloomington,
Illinois
|
$931K
|
-$54.2K
|
-181
|
-5%
|
|
|
2016
|
Peak Asset Management
Louisville,
Colorado
|
$931K
|
-$54.2K
|
-181
|
-5%
|
|
|
2017
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$930K
|
-$65.9K
|
-220
|
-7%
|
|
|
2018
|
Dara Capital US
Miami,
Florida
|
$929K
|
+$939K
|
+3,137
|
New
|
|
|
2019
|
Schiavi & Co
Wilmington,
Delaware
|
$928K
|
+$3.3M
|
+11,022
|
+816%
|
|
|
2020
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$927K
|
+$599
|
+2
|
+0.1%
|
|
|
2021
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$926K
|
+$68.9K
|
+230
|
+8%
|
|
|
2022
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$925K
|
-$138K
|
-462
|
-13%
|
|
|
2023
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$924K
|
+$547K
|
+1,828
|
+141%
|
|
|
2024
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$924K
|
+$50.6K
|
+169
|
+6%
|
|
|
2025
|
Allred Capital Management
Dallas,
Texas
|
$924K
|
-$20.7K
|
-69
|
-2%
|
|
