|
2001
|
Gould Asset Management
Claremont,
California
|
$1.08M
|
-$41.5K
|
-70
|
-4%
|
|
|
2002
|
The Family Firm
Bethesda,
Maryland
|
$1.08M
|
-$1.19K
|
-2
|
-0.1%
|
|
|
2003
|
PAX Financial Group
San Antonio,
Texas
|
$1.08M
|
-$70.5K
|
-119
|
-7%
|
|
|
2004
|
Verity & Verity
Beaufort,
South Carolina
|
$1.08M
|
–
|
–
|
–
|
|
|
2005
|
Stableford Capital II
Scottsdale,
Arizona
|
$1.07M
|
-$45K
|
-76
|
-5%
|
|
|
2006
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$1.07M
|
+$960K
|
+1,620
|
New
|
|
|
2007
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.07M
|
+$21.3K
|
+36
|
+2%
|
|
|
2008
|
Oakworth Capital
Birmingham,
Alabama
|
$1.07M
|
-$8.89K
|
-15
|
-0.9%
|
|
|
2009
|
Oxler Private Wealth
Rye Brook,
New York
|
$1.07M
|
-$1.2M
|
-2,020
|
-56%
|
|
|
2010
|
Icon Wealth Advisors
Houston,
Texas
|
$1.06M
|
+$955K
|
+1,611
|
New
|
|
|
2011
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$1.06M
|
+$954K
|
+1,610
|
New
|
|
|
2012
|
Valmark Advisers
Akron,
Ohio
|
$1.06M
|
+$121K
|
+204
|
+15%
|
|
|
2013
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$1.06M
|
+$11.3K
|
+19
|
+1%
|
|
|
2014
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$1.06M
|
+$950K
|
+1,603
|
New
|
|
|
2015
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.06M
|
+$10.1K
|
+17
|
+1%
|
|
|
2016
|
Machina Capital
Paris,
France
|
$1.06M
|
+$3.56K
|
+6
|
+0.4%
|
|
|
2017
|
|
$1.05M
|
+$923K
|
+1,558
|
New
|
|
|
2018
|
Consilium Wealth Advisory
Richardson,
Texas
|
$1.05M
|
+$101K
|
+170
|
+12%
|
|
|
2019
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$1.05M
|
-$4.15K
|
-7
|
-0.4%
|
|
|
2020
|
BluePath Capital Management
Atlanta,
Georgia
|
$1.05M
|
+$68.8K
|
+116
|
+8%
|
|
|
2021
|
Sander Capital Advisors
Seattle,
Washington
|
$1.05M
|
–
|
–
|
–
|
|
|
2022
|
Inscription Capital
Houston,
Texas
|
$1.05M
|
+$372K
|
+628
|
+66%
|
|
|
2023
|
Legacy Capital Group California
Los Gatos,
California
|
$1.05M
|
+$938K
|
+1,583
|
New
|
|
|
2024
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$1.04M
|
-$23.1K
|
-39
|
-2%
|
|
|
2025
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$1.04M
|
+$13K
|
+22
|
+1%
|
|
