|
2001
|
Ignite Planners
San Clemente,
California
|
$257K
|
+$18.7K
|
+53
|
+7%
|
|
|
2002
|
Horan Securities
Cincinnati,
United States
|
$256K
|
-$58.6K
|
-166
|
-17%
|
|
|
2003
|
Greatmark Investment Partners
Columbus,
Georgia
|
$256K
|
-$83K
|
-235
|
-22%
|
|
|
2004
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$255K
|
-$1.77K
|
-5
|
-0.6%
|
|
|
2005
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$255K
|
-$7.77K
|
-22
|
-3%
|
|
|
2006
|
Arlington Trust
Birmingham,
Alabama
|
$255K
|
-$10.6K
|
-30
|
-4%
|
|
|
2007
|
Capula Management
Grand Cayman,
Cayman Islands
|
$255K
|
+$156K
|
+442
|
+118%
|
|
|
2008
|
Westshore Wealth
Newport Beach,
California
|
$254K
|
–
|
–
|
–
|
|
|
2009
|
TFB Advisors
Overland Park,
Kansas
|
$254K
|
+$31.1K
|
+88
|
+12%
|
|
|
2010
|
Norris Perne & French
Grand Rapids,
Michigan
|
$253K
|
-$70.6K
|
-200
|
-20%
|
|
|
2011
|
SSI Investment Management
Los Angeles,
California
|
$252K
|
–
|
–
|
–
|
|
|
2012
|
Omnia Family Wealth
Aventura,
Florida
|
$251K
|
+$43.1K
|
+122
|
+18%
|
|
|
2013
|
Carr Financial Group
Worcester,
Massachusetts
|
$251K
|
-$35.3K
|
-100
|
-11%
|
|
|
2014
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$251K
|
–
|
–
|
–
|
|
|
2015
|
Endeavor Private Wealth
Topeka,
Kansas
|
$250K
|
+$236K
|
+668
|
+495%
|
|
|
2016
|
Plan A Wealth
Lincoln,
Nebraska
|
$250K
|
+$283K
|
+802
|
New
|
|
|
2017
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$250K
|
-$21.2K
|
-60
|
-7%
|
|
|
2018
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$250K
|
+$38.8K
|
+110
|
+16%
|
|
|
2019
|
Alteri Wealth
Westlake Village,
California
|
$250K
|
-$39.6K
|
-112
|
-12%
|
|
|
2020
|
Dahring Cusmano
Novi,
Michigan
|
$250K
|
-$1.41K
|
-4
|
-0.5%
|
|
|
2021
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$250K
|
–
|
–
|
–
|
|
|
2022
|
Granite Harbor Advisors
Houston,
Texas
|
$249K
|
+$80.5K
|
+228
|
+40%
|
|
|
2023
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$248K
|
-$9.18K
|
-26
|
-3%
|
|
|
2024
|
Silver Oak Securities
Jackson,
Tennessee
|
$248K
|
+$2.12K
|
+6
|
+0.7%
|
|
|
2025
|
Matrix Asset Advisors
White Plains,
New York
|
$248K
|
-$304K
|
-860
|
-52%
|
|
