|
2001
|
Christine Messmer PC
Collegeville,
Pennsylvania
|
$440K
|
+$2.6K
|
+13
|
+0.6%
|
|
|
2002
|
Sentinel Advisory Group
Middleton,
Wisconsin
|
$440K
|
+$449K
|
+2,241
|
New
|
|
|
2003
|
Pioneer Family Office
North Miami Beach,
Florida
|
$439K
|
–
|
–
|
–
|
|
|
2004
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$438K
|
+$146K
|
+731
|
+47%
|
|
|
2005
|
Client 1st Advisory Group
Dunedin,
Florida
|
$438K
|
–
|
–
|
–
|
|
|
2006
|
Orion Capital Management
Coronado,
California
|
$438K
|
+$114K
|
+571
|
+34%
|
|
|
2007
|
Safeguard Investment Advisory Group
Corona,
California
|
$437K
|
-$105K
|
-525
|
-19%
|
|
|
2008
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$436K
|
+$445K
|
+2,221
|
New
|
|
|
2009
|
High Point Wealth Management
Chester,
New Jersey
|
$435K
|
-$17.4K
|
-87
|
-4%
|
|
|
2010
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$435K
|
-$7.01K
|
-35
|
-2%
|
|
|
2011
|
JVL Associates
Wyoming,
Michigan
|
$434K
|
–
|
–
|
–
|
|
|
2012
|
TCP Asset Management
Columbus,
Ohio
|
$433K
|
-$21.2K
|
-106
|
-5%
|
|
|
2013
|
Note Advisors
Buffalo,
New York
|
$433K
|
–
|
–
|
–
|
|
|
2014
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$432K
|
-$6.61K
|
-33
|
-1%
|
|
|
2015
|
Patten & Patten
Chattanooga,
Tennessee
|
$432K
|
–
|
–
|
–
|
|
|
2016
|
Investment Management Trust
Fitchburg,
Massachusetts
|
$429K
|
+$438K
|
+2,189
|
New
|
|
|
2017
|
|
$429K
|
–
|
–
|
–
|
|
|
2018
|
Kingsman Wealth Management
Pensacola,
Florida
|
$429K
|
+$2.4K
|
+12
|
+0.6%
|
|
|
2019
|
Parcion Private Wealth
Bellevue,
Washington
|
$428K
|
+$437K
|
+2,182
|
New
|
|
|
2020
|
Capital World Investors
Los Angeles,
California
|
$427K
|
-$978K
|
-4,883
|
-69%
|
|
|
2021
|
Pursue Wealth Partners
Clayton,
California
|
$426K
|
+$145K
|
+725
|
+50%
|
|
|
2022
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$425K
|
-$10.6K
|
-53
|
-2%
|
|
|
2023
|
Wealth Quarterback
Toms River,
New Jersey
|
$422K
|
+$1.8K
|
+9
|
+0.4%
|
|
|
2024
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$421K
|
-$17.8K
|
-89
|
-4%
|
|
|
2025
|
KCM Investment Advisors
Greenbrae,
California
|
$420K
|
+$180K
|
+897
|
+72%
|
|
