|
2001
|
Pioneer Wealth Management Group
Austin,
Texas
|
$343K
|
-$42K
|
-192
|
-11%
|
|
|
2002
|
Procyon Advisors
Shelton,
Connecticut
|
$343K
|
-$6.77K
|
-31
|
-2%
|
|
|
2003
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$342K
|
+$340K
|
+1,556
|
New
|
|
|
2004
|
Farmers Trust Company
Youngstown,
Ohio
|
$341K
|
–
|
–
|
–
|
|
|
2005
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$340K
|
+$9.39K
|
+43
|
+3%
|
|
|
2006
|
Kings Path Partners
Sugar Land,
Texas
|
$340K
|
+$874
|
+4
|
+0.3%
|
|
|
2007
|
Provident Wealth Management
Brentwood,
Tennessee
|
$339K
|
+$2.19K
|
+10
|
+0.7%
|
|
|
2008
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$338K
|
–
|
–
|
–
|
|
|
2009
|
Evolution Wealth Management
Fort Myers,
Florida
|
$338K
|
–
|
–
|
–
|
|
|
2010
|
Main Street Group
Glen Allen,
Virginia
|
$337K
|
-$2.4K
|
-11
|
-0.7%
|
|
|
2011
|
Hills Bank & Trust
North Liberty,
Iowa
|
$336K
|
-$5.9K
|
-27
|
-2%
|
|
|
2012
|
WP Advisors
San Francisco,
California
|
$336K
|
+$874
|
+4
|
+0.3%
|
|
|
2013
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$336K
|
+$655
|
+3
|
+0.2%
|
|
|
2014
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$336K
|
–
|
–
|
–
|
|
|
2015
|
Aspiring Ventures
Cincinnati,
Ohio
|
$336K
|
–
|
–
|
–
|
|
|
2016
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$336K
|
+$655
|
+3
|
+0.2%
|
|
|
2017
|
Voya Financial Advisors
Windsor,
Connecticut
|
$335K
|
+$330K
|
+1,509
|
New
|
|
|
2018
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$334K
|
–
|
–
|
–
|
|
|
2019
|
Legacy Capital Wealth Management
The Woodlands,
Texas
|
$334K
|
+$332K
|
+1,519
|
New
|
|
|
2020
|
Bouchey Financial Group
Troy,
New York
|
$334K
|
+$218
|
+1
|
+0.1%
|
|
|
2021
|
Plancorp LLC
Saint Louis,
Missouri
|
$334K
|
-$163K
|
-745
|
-33%
|
|
|
2022
|
Bogart Wealth LLC
Mclean,
Virginia
|
$332K
|
-$13.5K
|
-62
|
-4%
|
|
|
2023
|
Cottage Street Advisors
Marion,
Massachusetts
|
$332K
|
+$35.8K
|
+164
|
+12%
|
|
|
2024
|
United Financial Planning Group
Hauppauge,
New York
|
$331K
|
+$329K
|
+1,508
|
New
|
|
|
2025
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$330K
|
-$93.5K
|
-428
|
-22%
|
|
