|
2001
|
Invested Advisors
State College,
Pennsylvania
|
$537K
|
-$43.2K
|
-920
|
-7%
|
|
|
2002
|
Titleist Asset Management
San Antonio,
Texas
|
$536K
|
-$165K
|
-3,521
|
-22%
|
|
|
2003
|
Income Insurance Ltd
Singapore,
|
$535K
|
–
|
–
|
–
|
|
|
2004
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$533K
|
-$233K
|
-4,958
|
-28%
|
|
|
2005
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$533K
|
-$42.6K
|
-908
|
-7%
|
|
|
2006
|
Round Rock Advisors
Wilton,
Connecticut
|
$533K
|
+$3.14K
|
+67
|
+0.5%
|
|
|
2007
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$532K
|
+$2.58K
|
+55
|
+0.4%
|
|
|
2008
|
Proficio Capital Partners
Newton,
Massachusetts
|
$531K
|
+$589K
|
+12,551
|
New
|
|
|
2009
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$531K
|
+$90.1K
|
+1,921
|
+18%
|
|
|
2010
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$530K
|
+$23.4K
|
+499
|
+4%
|
|
|
2011
|
Silvia McColl Wealth Management
San Diego,
California
|
$530K
|
–
|
–
|
–
|
|
|
2012
|
PCG Asset Management
Gladstone,
New Jersey
|
$529K
|
-$8.91K
|
-190
|
-1%
|
|
|
2013
|
|
$529K
|
-$55.2K
|
-1,176
|
-9%
|
|
|
2014
|
Howland Capital Management
Boston,
Massachusetts
|
$528K
|
+$1.83K
|
+39
|
+0.3%
|
|
|
2015
|
World Equity Group
Schaumburg,
Illinois
|
$528K
|
-$15.2K
|
-324
|
-3%
|
|
|
2016
|
Code Waechter
Tampa,
Florida
|
$527K
|
+$60.8K
|
+1,297
|
+12%
|
|
|
2017
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$527K
|
-$30.2K
|
-643
|
-5%
|
|
|
2018
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$525K
|
+$80.4K
|
+1,713
|
+16%
|
|
|
2019
|
GTS Securities
Miami,
Florida
|
$524K
|
-$163K
|
-3,471
|
-22%
|
|
|
2020
|
Members Trust
Tampa,
Florida
|
$523K
|
-$5.86K
|
-125
|
-1%
|
|
|
2021
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$523K
|
+$8.21K
|
+175
|
+1%
|
|
|
2022
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$523K
|
-$20.2K
|
-431
|
-3%
|
|
|
2023
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$519K
|
-$8.16K
|
-174
|
-1%
|
|
|
2024
|
Meeder Asset Management
Dublin,
Ohio
|
$518K
|
-$365K
|
-7,773
|
-39%
|
|
|
2025
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$518K
|
+$35.9K
|
+765
|
+7%
|
|
