|
2001
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$253K
|
+$18.5K
|
+80
|
+8%
|
|
|
2002
|
|
$252K
|
+$30.6K
|
+132
|
+14%
|
|
|
2003
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$252K
|
–
|
–
|
–
|
|
|
2004
|
Willner & Heller
Encino,
California
|
$252K
|
+$9.96K
|
+43
|
+4%
|
|
|
2005
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$251K
|
–
|
–
|
–
|
|
|
2006
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$251K
|
–
|
–
|
–
|
|
|
2007
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$250K
|
-$6.95K
|
-30
|
-3%
|
|
|
2008
|
Bristlecone Advisors
Bellevue,
Washington
|
$249K
|
–
|
–
|
–
|
|
|
2009
|
Probity Advisors
Dallas,
Texas
|
$249K
|
-$232
|
-1
|
-0.1%
|
|
|
2010
|
Quantbot Technologies
New York
|
$248K
|
+$248K
|
+1,070
|
New
|
|
|
2011
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$247K
|
-$241K
|
-1,041
|
-49%
|
|
|
2012
|
Capasso Planning Partners
Charleston,
South Carolina
|
$247K
|
+$247K
|
+1,067
|
New
|
|
|
2013
|
Nadler Financial Group
Deerfield,
Illinois
|
$247K
|
–
|
–
|
–
|
|
|
2014
|
|
$246K
|
–
|
–
|
–
|
|
|
2015
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$246K
|
-$695
|
-3
|
-0.3%
|
|
|
2016
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$246K
|
+$5.79K
|
+25
|
+2%
|
|
|
2017
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$245K
|
+$245K
|
+1,058
|
New
|
|
|
2018
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$245K
|
–
|
–
|
–
|
|
|
2019
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$245K
|
-$4.4K
|
-19
|
-2%
|
|
|
2020
|
Family Asset Management
Charleston,
South Carolina
|
$245K
|
+$20.4K
|
+88
|
+9%
|
|
|
2021
|
Blodgett Wealth Advisors
Concord,
California
|
$245K
|
–
|
–
|
–
|
|
|
2022
|
|
$244K
|
+$10.9K
|
+47
|
+5%
|
|
|
2023
|
Monterey Private Wealth
Monterey,
California
|
$243K
|
+$243K
|
+1,051
|
New
|
|
|
2024
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$243K
|
-$92.6K
|
-400
|
-28%
|
|
|
2025
|
AJOVista
Boston,
Massachusetts
|
$243K
|
–
|
–
|
–
|
|
