|
2001
|
Acadian Asset Management
Boston,
Massachusetts
|
$234K
|
-$29.5M
|
-249,064
|
-99%
|
|
|
2002
|
Wilkinson Global Asset Management
New York
|
$234K
|
–
|
–
|
–
|
|
|
2003
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$233K
|
–
|
–
|
–
|
|
|
2004
|
Principal Street Partners
Memphis,
Tennessee
|
$233K
|
–
|
–
|
–
|
|
|
2005
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$232K
|
-$1.66K
|
-14
|
-0.6%
|
|
|
2006
|
FF Advisors
Manhattan Beach,
California
|
$232K
|
–
|
–
|
–
|
|
|
2007
|
Latitude Advisors
Vero Beach,
Florida
|
$231K
|
-$356
|
-3
|
-0.1%
|
|
|
2008
|
|
$231K
|
+$1.54K
|
+13
|
+0.6%
|
|
|
2009
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$230K
|
+$13K
|
+110
|
+5%
|
|
|
2010
|
Leelyn Smith
Geneva,
Illinois
|
$230K
|
+$593
|
+5
|
+0.2%
|
|
|
2011
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$230K
|
+$15.5K
|
+131
|
+6%
|
|
|
2012
|
Prosperitas Financial
Valencia,
California
|
$230K
|
+$27.4K
|
+231
|
+12%
|
|
|
2013
|
Summit Wealth Group
White River Junction,
Vermont
|
$230K
|
–
|
–
|
–
|
|
|
2014
|
WBH Advisory
Baltimore,
Maryland
|
$229K
|
-$5.81K
|
-49
|
-2%
|
|
|
2015
|
IPG Investment Advisors
San Diego,
California
|
$229K
|
-$19.6K
|
-165
|
-7%
|
|
|
2016
|
Townsend Asset Management
Raleigh,
North Carolina
|
$229K
|
+$18.4K
|
+155
|
+8%
|
|
|
2017
|
Summit Asset Management
Memphis,
Tennessee
|
$229K
|
+$2.02K
|
+17
|
+0.8%
|
|
|
2018
|
Tripletail Wealth Management
Orlando,
Florida
|
$229K
|
+$11.9K
|
+100
|
+5%
|
|
|
2019
|
L.J. Altfest & Co
New York
|
$228K
|
-$356
|
-3
|
-0.1%
|
|
|
2020
|
Baron Wealth Management
Troy,
Michigan
|
$228K
|
-$51.2K
|
-432
|
-16%
|
|
|
2021
|
|
$227K
|
+$254K
|
+2,143
|
+5,495%
|
|
|
2022
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$227K
|
–
|
–
|
–
|
|
|
2023
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$227K
|
–
|
–
|
–
|
|
|
2024
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$226K
|
+$258K
|
+2,178
|
New
|
|
|
2025
|
49 Wealth Management
Austin,
Texas
|
$226K
|
-$1.05M
|
-8,822
|
-80%
|
|
