|
2001
|
Running Point Capital Advisors
El Segundo,
California
|
$333K
|
–
|
–
|
–
|
|
|
2002
|
Tassel Capital Management
Matthews,
North Carolina
|
$332K
|
-$8.85K
|
-36
|
-3%
|
|
|
2003
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$332K
|
-$5.41K
|
-22
|
-2%
|
|
|
2004
|
Kessler Investment Group
Columbus,
Indiana
|
$331K
|
+$246
|
+1
|
+0.1%
|
|
|
2005
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$331K
|
+$330K
|
+1,344
|
New
|
|
|
2006
|
Objectivity Squared
Charleston,
South Carolina
|
$331K
|
+$983
|
+4
|
+0.3%
|
|
|
2007
|
Flynn Zito Capital Management
Garden City,
New York
|
$331K
|
+$6.88K
|
+28
|
+2%
|
|
|
2008
|
NFP Retirement Inc
Aliso Viejo,
California
|
$330K
|
+$55.1K
|
+224
|
+20%
|
|
|
2009
|
BCGM Wealth Management
Lafayette,
Indiana
|
$330K
|
+$492
|
+2
|
+0.1%
|
|
|
2010
|
Main Street Group
Glen Allen,
Virginia
|
$329K
|
+$70.6K
|
+287
|
+27%
|
|
|
2011
|
Moulton Wealth Management
Spokane,
Washington
|
$329K
|
+$325K
|
+1,323
|
New
|
|
|
2012
|
SP Asset Management
Cupertino,
California
|
$329K
|
–
|
–
|
–
|
|
|
2013
|
Dunhill Financial
London,
United Kingdom
|
$328K
|
-$33.2K
|
-135
|
-9%
|
|
|
2014
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$328K
|
–
|
–
|
–
|
|
|
2015
|
MBA Advisors
Hermitage,
Pennsylvania
|
$328K
|
-$24.6K
|
-100
|
-7%
|
|
|
2016
|
CCG Wealth Management
San Diego,
California
|
$328K
|
-$6.39K
|
-26
|
-2%
|
|
|
2017
|
71 West Capital Partners
Boston,
Massachusetts
|
$327K
|
+$326K
|
+1,327
|
New
|
|
|
2018
|
Kiker Wealth Management
Jasper,
Georgia
|
$325K
|
-$13.1M
|
-53,312
|
-98%
|
|
|
2019
|
Schroder Investment Management Group
London,
United Kingdom
|
$325K
|
–
|
–
|
–
|
|
|
2020
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$325K
|
-$62.2K
|
-253
|
-16%
|
|
|
2021
|
Financial Harvest
Winter Park,
Florida
|
$325K
|
–
|
–
|
–
|
|
|
2022
|
Allred Capital Management
Dallas,
Texas
|
$323K
|
–
|
–
|
–
|
|
|
2023
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$323K
|
-$8.61K
|
-35
|
-3%
|
|
|
2024
|
Carter Financial Group
Barrington,
Illinois
|
$323K
|
-$246
|
-1
|
-0.1%
|
|
|
2025
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$323K
|
-$48.9K
|
-199
|
-13%
|
|
