|
2001
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$77.8万
|
-$9.32万
|
-623
|
-10%
|
|
|
2002
|
BTC Capital Management
Des Moines,
Iowa
|
$77.5万
|
+$39.1万
|
+2,612
|
+84%
|
|
|
2003
|
RIA Advisory Group
Des Moines,
Iowa
|
$77.5万
|
+$8.22万
|
+550
|
+11%
|
|
|
2004
|
Dorato Capital Management
Denver,
Colorado
|
$77.5万
|
+$5,233
|
+35
|
+0.6%
|
|
|
2005
|
Avior Wealth Management
Omaha,
Nebraska
|
$77.4万
|
-$160万
|
-10,668
|
-65%
|
|
|
2006
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$77.4万
|
-$1.47万
|
-98
|
-2%
|
|
|
2007
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$77.3万
|
+$6.89万
|
+461
|
+9%
|
|
|
2008
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$77.2万
|
-$299
|
-2
|
-0%
|
|
|
2009
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$77万
|
+$26.9万
|
+1,802
|
+46%
|
|
|
2010
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$76.8万
|
-$1448万
|
-96,872
|
-94%
|
|
|
2011
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$76.6万
|
+$34.3万
|
+2,293
|
+68%
|
|
|
2012
|
Forum Financial Management
Lombard,
Illinois
|
$76.5万
|
+$10.5万
|
+702
|
+14%
|
|
|
2013
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$76.4万
|
-$1.5万
|
-100
|
-2%
|
|
|
2014
|
Spinnaker Investment Group
Newport Beach,
California
|
$76.2万
|
+$40万
|
+2,674
|
+91%
|
|
|
2015
|
Opinicus Capital
Tampa,
Florida
|
$76万
|
+$7,775
|
+52
|
+0.9%
|
|
|
2016
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$75.8万
|
+$7,775
|
+52
|
+1%
|
|
|
2017
|
Seneca House Advisors
Richmond,
Virginia
|
$75.8万
|
-$12.7万
|
-847
|
-13%
|
|
|
2018
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$75.7万
|
+$5,383
|
+36
|
+0.6%
|
|
|
2019
|
Broadwater Capital
Boston,
Massachusetts
|
$75.6万
|
-$2.99万
|
-200
|
-3%
|
|
|
2020
|
Chiron Capital Management
Tallahassee,
Florida
|
$75.6万
|
+$3.69万
|
+247
|
+5%
|
|
|
2021
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$75.4万
|
–
|
–
|
–
|
|
|
2022
|
Florida Financial Advisors
Tampa,
Florida
|
$75.2万
|
-$3.44万
|
-230
|
-4%
|
|
|
2023
|
Compass Capital Management
Minneapolis,
Minnesota
|
$75.2万
|
+$48.1万
|
+3,219
|
+100%
|
|
|
2024
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$75.2万
|
-$5,532
|
-37
|
-0.7%
|
|
|
2025
|
Venturi Wealth Management
Austin,
Texas
|
$75.1万
|
+$5.95万
|
+398
|
+8%
|
|
