|
2001
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$261K
|
-$23.4K
|
-91
|
-9%
|
|
|
2002
|
Northwest Wealth Management
Spencer,
Iowa
|
$260K
|
+$30.9K
|
+120
|
+15%
|
|
|
2003
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$260K
|
+$234K
|
+908
|
New
|
|
|
2004
|
Optimum Investment Advisors
Chicago,
Illinois
|
$258K
|
-$103K
|
-400
|
-31%
|
|
|
2005
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$258K
|
-$12.9K
|
-50
|
-5%
|
|
|
2006
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$258K
|
–
|
–
|
–
|
|
|
2007
|
Benin Management Corp
Wilton,
Connecticut
|
$258K
|
–
|
–
|
–
|
|
|
2008
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$258K
|
–
|
–
|
–
|
|
|
2009
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$258K
|
+$232K
|
+900
|
New
|
|
|
2010
|
Capital Planning Advisors
Roseville,
California
|
$257K
|
-$1.54K
|
-6
|
-0.7%
|
|
|
2011
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
2012
|
Reston Wealth Management
Reston,
Virginia
|
$256K
|
+$3.35K
|
+13
|
+1%
|
|
|
2013
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$256K
|
+$31.4K
|
+122
|
+16%
|
|
|
2014
|
Liberty Wealth Management
Oakland,
California
|
$255K
|
+$515
|
+2
|
+0.2%
|
|
|
2015
|
Hudock Inc
Williamsport,
Pennsylvania
|
$254K
|
-$164K
|
-639
|
-42%
|
|
|
2016
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$254K
|
-$16K
|
-62
|
-7%
|
|
|
2017
|
Adell Harriman & Carpenter
Houston,
Texas
|
$253K
|
-$311K
|
-1,210
|
-58%
|
|
|
2018
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$252K
|
-$18.3K
|
-71
|
-7%
|
|
|
2019
|
Bridgewater Advisors
New York
|
$252K
|
+$14.7K
|
+57
|
+7%
|
|
|
2020
|
Alaska Permanent Fund
Juneau,
Alaska
|
$251K
|
-$71.3K
|
-277
|
-24%
|
|
|
2021
|
Running Point Capital Advisors
El Segundo,
California
|
$251K
|
+$4.12K
|
+16
|
+2%
|
|
|
2022
|
|
$251K
|
+$32.9K
|
+128
|
+17%
|
|
|
2023
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$251K
|
+$226K
|
+879
|
New
|
|
|
2024
|
Dean Investment Associates
Beavercreek,
Ohio
|
$249K
|
–
|
–
|
–
|
|
|
2025
|
Field & Main Bank
Henderson,
Kentucky
|
$249K
|
–
|
–
|
–
|
|
