|
2001
|
Liberty One Investment Management
Libertyville,
Illinois
|
$241K
|
-$426K
|
-2,423
|
-61%
|
|
|
2002
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$241K
|
-$290K
|
-1,648
|
-52%
|
|
|
2003
|
Uniting Wealth Partners
Mission,
Kansas
|
$241K
|
+$32.7K
|
+186
|
+14%
|
|
|
2004
|
55 North Private Wealth
Winter Park,
Florida
|
$241K
|
+$270K
|
+1,538
|
New
|
|
|
2005
|
Westerkirk Capital
Victoria,
|
$240K
|
–
|
–
|
–
|
|
|
2006
|
Planning Alternatives
Birmingham,
Michigan
|
$240K
|
+$176
|
+1
|
+0.1%
|
|
|
2007
|
Waddell & Associates
Memphis,
Tennessee
|
$239K
|
-$810K
|
-4,607
|
-75%
|
|
|
2008
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$239K
|
+$91.4K
|
+520
|
+52%
|
|
|
2009
|
Rollins Financial Advisors
New York City,
New York
|
$239K
|
-$335K
|
-1,905
|
-56%
|
|
|
2010
|
Aspire Private Capital
Cornelius,
North Carolina
|
$238K
|
+$267K
|
+1,520
|
New
|
|
|
2011
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$238K
|
-$41.9K
|
-238
|
-14%
|
|
|
2012
|
Traveka Wealth
Los Altos,
California
|
$238K
|
-$24.6K
|
-140
|
-8%
|
|
|
2013
|
Griffin Asset Management
New York
|
$237K
|
+$266K
|
+1,511
|
New
|
|
|
2014
|
Veery Capital
Wilmington,
Delaware
|
$237K
|
+$2.64K
|
+15
|
+1%
|
|
|
2015
|
Elevatus Welath Management
Victor,
New York
|
$237K
|
+$76.7K
|
+436
|
+41%
|
|
|
2016
|
|
$236K
|
-$51.9K
|
-295
|
-16%
|
|
|
2017
|
Forum Finance Group
Geneva,
|
$236K
|
-$114K
|
-651
|
-26%
|
|
|
2018
|
Pzena Investment Management
New York
|
$235K
|
+$264K
|
+1,502
|
New
|
|
|
2019
|
Victory Financial Group
Austin,
Texas
|
$235K
|
-$89.3K
|
-508
|
-25%
|
|
|
2020
|
Harbor Advisors
West Palm Beach,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
2021
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$235K
|
-$651K
|
-3,700
|
-71%
|
|
|
2022
|
Peterson Wealth Services
South Ogden,
Utah
|
$234K
|
+$5.28K
|
+30
|
+2%
|
|
|
2023
|
Curated Wealth Partners
El Segundo,
California
|
$234K
|
-$611K
|
-3,474
|
-70%
|
|
|
2024
|
High Note Wealth
Deephaven,
Minnesota
|
$233K
|
-$19.5K
|
-111
|
-7%
|
|
|
2025
|
Advisornet Financial
Minnetonka,
Minnesota
|
$233K
|
+$5.1K
|
+29
|
+2%
|
|
