|
2001
|
PCG Asset Management
Gladstone,
New Jersey
|
$529K
|
-$8.91K
|
-190
|
-1%
|
|
|
2002
|
|
$529K
|
-$55.2K
|
-1,176
|
-9%
|
|
|
2003
|
Howland Capital Management
Boston,
Massachusetts
|
$528K
|
+$1.83K
|
+39
|
+0.3%
|
|
|
2004
|
World Equity Group
Schaumburg,
Illinois
|
$528K
|
-$15.2K
|
-324
|
-3%
|
|
|
2005
|
Code Waechter
Tampa,
Florida
|
$527K
|
+$60.8K
|
+1,297
|
+12%
|
|
|
2006
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$527K
|
-$30.2K
|
-643
|
-5%
|
|
|
2007
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$525K
|
+$80.4K
|
+1,713
|
+16%
|
|
|
2008
|
GTS Securities
Miami,
Florida
|
$524K
|
-$163K
|
-3,471
|
-22%
|
|
|
2009
|
Members Trust
Tampa,
Florida
|
$523K
|
-$5.86K
|
-125
|
-1%
|
|
|
2010
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$523K
|
+$8.21K
|
+175
|
+1%
|
|
|
2011
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$523K
|
-$20.2K
|
-431
|
-3%
|
|
|
2012
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$519K
|
-$8.16K
|
-174
|
-1%
|
|
|
2013
|
Meeder Asset Management
Dublin,
Ohio
|
$518K
|
-$365K
|
-7,773
|
-39%
|
|
|
2014
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$518K
|
+$35.9K
|
+765
|
+7%
|
|
|
2015
|
Klingman & Associates
New York
|
$516K
|
+$11.9K
|
+253
|
+2%
|
|
|
2016
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$516K
|
-$78.3K
|
-1,669
|
-12%
|
|
|
2017
|
Center for Financial Planning
Southfied,
Michigan
|
$516K
|
+$13K
|
+277
|
+2%
|
|
|
2018
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$516K
|
+$28.1K
|
+600
|
+5%
|
|
|
2019
|
Wealth Architects
Mountain View,
California
|
$515K
|
-$15.3K
|
-326
|
-3%
|
|
|
2020
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$514K
|
-$4.22K
|
-90
|
-0.7%
|
|
|
2021
|
OMC Financial Services
Dewitt,
New York
|
$514K
|
–
|
–
|
–
|
|
|
2022
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$513K
|
+$48.6K
|
+1,036
|
+9%
|
|
|
2023
|
Integrity Advisory Solutions
Dallas,
Texas
|
$513K
|
+$359K
|
+7,650
|
+171%
|
|
|
2024
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$513K
|
+$11.2K
|
+238
|
+2%
|
|
|
2025
|
Trueblood Wealth Management
Lima,
Ohio
|
$512K
|
-$6.66K
|
-142
|
-1%
|
|
