|
2001
|
|
$277K
|
+$26.2K
|
+265
|
+7%
|
|
|
2002
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$276K
|
+$6.22K
|
+63
|
+2%
|
|
|
2003
|
First Citizens Financial Corp
Mason City,
Iowa
|
$275K
|
-$55.1K
|
-558
|
-13%
|
|
|
2004
|
Zhang Financial
Portage,
Michigan
|
$275K
|
-$7.41K
|
-75
|
-2%
|
|
|
2005
|
Westwood Management Corporation
Chicago,
Illinois
|
$275K
|
–
|
–
|
–
|
|
|
2006
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$273K
|
-$15.3K
|
-155
|
-4%
|
|
|
2007
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$273K
|
+$373K
|
+3,774
|
New
|
|
|
2008
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$272K
|
-$357K
|
-3,610
|
-56%
|
|
|
2009
|
Valmark Advisers
Akron,
Ohio
|
$271K
|
+$76K
|
+769
|
+26%
|
|
|
2010
|
Columbus Macro
New Castle,
Pennsylvania
|
$271K
|
+$369K
|
+3,739
|
New
|
|
|
2011
|
Independence Advisors
Wayne,
Pennsylvania
|
$269K
|
-$49.1K
|
-497
|
-12%
|
|
|
2012
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$268K
|
-$39.1K
|
-396
|
-11%
|
|
|
2013
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$268K
|
+$166K
|
+1,681
|
+83%
|
|
|
2014
|
Pantheon Investment Group
Sierra Madre,
California
|
$267K
|
-$298K
|
-3,019
|
-45%
|
|
|
2015
|
Saturna Capital
Bellingham,
Washington
|
$267K
|
-$43.7K
|
-442
|
-11%
|
|
|
2016
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$266K
|
-$102K
|
-1,030
|
-22%
|
|
|
2017
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$264K
|
+$360K
|
+3,644
|
New
|
|
|
2018
|
Morse Asset Management
Darien,
Connecticut
|
$263K
|
-$2.54M
|
-25,749
|
-88%
|
|
|
2019
|
CoreCommodity Management
Stamford,
Connecticut
|
$263K
|
-$235K
|
-2,382
|
-40%
|
|
|
2020
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$263K
|
+$135K
|
+1,371
|
+61%
|
|
|
2021
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$262K
|
-$882K
|
-8,923
|
-71%
|
|
|
2022
|
Capital Square
Chattanooga,
Tennessee
|
$262K
|
-$3.56K
|
-36
|
-1%
|
|
|
2023
|
Foresight Wealth Management
Draper,
Utah
|
$261K
|
-$175K
|
-1,766
|
-33%
|
|
|
2024
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$261K
|
-$22.3K
|
-226
|
-6%
|
|
|
2025
|
Wolverine Trading
Chicago,
Illinois
|
$260K
|
-$18.2M
|
-184,053
|
-98%
|
|
