|
2001
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$1.86K
|
+$2.04K
|
+14
|
New
|
|
|
2002
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$1.86K
|
+$2.04K
|
+14
|
New
|
|
|
2003
|
Parallax Volatility Advisers
San Francisco,
California
|
$1.72K
|
–
|
–
|
–
|
|
|
2004
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.72K
|
+$1.9K
|
+13
|
New
|
|
|
2005
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$1.33K
|
+$1.46K
|
+10
|
New
|
|
|
2006
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$1.06K
|
-$14.6K
|
-100
|
-93%
|
|
|
2007
|
Red Tortoise LLC
Atlanta,
Georgia
|
$1.06K
|
+$1.17K
|
+8
|
New
|
|
|
2008
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1K
|
-$75.9K
|
-520
|
-98%
|
|
|
2009
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
2010
|
James Investment Research
Alpha,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
2011
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$1K
|
–
|
–
|
–
|
|
|
2012
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
2013
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1K
|
+$876
|
+6
|
New
|
|
|
2014
|
Raleigh Capital Management
Cary,
North Carolina
|
$928
|
-$9.78K
|
-67
|
-91%
|
|
|
2015
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$796
|
–
|
–
|
–
|
|
|
2016
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$796
|
+$876
|
+6
|
New
|
|
|
2017
|
Duncker Streett & Co
St. Louis,
Missouri
|
$663
|
–
|
–
|
–
|
|
|
2018
|
Horan Securities
Cincinnati,
United States
|
$609
|
+$146
|
+1
|
+25%
|
|
|
2019
|
Stephens Consulting
Flint,
Michigan
|
$530
|
–
|
–
|
–
|
|
|
2020
|
IFS Advisors
Overland Park,
Kansas
|
$397
|
–
|
–
|
–
|
|
|
2021
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$133
|
-$2.92K
|
-20
|
-95%
|
|
|
2022
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$133
|
–
|
–
|
–
|
|
|
2023
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$133
|
+$146
|
+1
|
New
|
|
|
2024
|
AKRE Capital Management
Middleburg,
Virginia
|
–
|
-$445M
|
-3,095,500
|
Closed
|
|
|
2025
|
Viking Global Investors
Stamford,
Connecticut
|
–
|
-$345M
|
-2,400,649
|
Closed
|
|
