|
2001
|
Twin Tree Management
Dallas,
Texas
|
$410K
|
-$464K
|
-4,550
|
-52%
|
|
|
2002
|
Sun Group Wealth Partners
Irvine,
California
|
$409K
|
+$5K
|
+49
|
+1%
|
|
|
2003
|
Foster & Motley
Cincinnati,
Ohio
|
$409K
|
+$141K
|
+1,386
|
+48%
|
|
|
2004
|
Wealthquest
Cincinnati,
Ohio
|
$409K
|
+$102
|
+1
|
+0%
|
|
|
2005
|
Hobart Private Capital
Charlotte,
North Carolina
|
$408K
|
-$23.7K
|
-232
|
-5%
|
|
|
2006
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$405K
|
–
|
–
|
–
|
|
|
2007
|
Denver PWM
Denver,
Colorado
|
$405K
|
-$10.4K
|
-102
|
-3%
|
|
|
2008
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$405K
|
-$55.2K
|
-541
|
-11%
|
|
|
2009
|
BIP Wealth
Atlanta,
Georgia
|
$404K
|
+$117K
|
+1,146
|
+38%
|
|
|
2010
|
Carson Advisory
Athens,
Georgia
|
$404K
|
-$29.1K
|
-285
|
-6%
|
|
|
2011
|
Titan Wealth
St Peter Port,
|
$404K
|
+$12.2K
|
+120
|
+3%
|
|
|
2012
|
TwinBeech Capital
Purchase,
New York
|
$403K
|
+$426K
|
+4,183
|
New
|
|
|
2013
|
CVFG LLC
Shelbyville,
Indiana
|
$403K
|
+$7.24K
|
+71
|
+2%
|
|
|
2014
|
First Bankers Trust
Louisville,
Kentucky
|
$402K
|
-$46.7K
|
-458
|
-10%
|
|
|
2015
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$400K
|
-$337K
|
-3,307
|
-44%
|
|
|
2016
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$400K
|
+$1.12K
|
+11
|
+0.3%
|
|
|
2017
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$400K
|
-$43.8K
|
-430
|
-9%
|
|
|
2018
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$400K
|
–
|
–
|
–
|
|
|
2019
|
Harold Davidson & Associates
Los Angeles,
California
|
$399K
|
-$54K
|
-530
|
-11%
|
|
|
2020
|
Sunpointe
St. Louis,
Missouri
|
$399K
|
+$3.67K
|
+36
|
+0.9%
|
|
|
2021
|
|
$398K
|
+$8.46K
|
+83
|
+2%
|
|
|
2022
|
William Mack & Associates
Troy,
Michigan
|
$398K
|
+$54.4K
|
+534
|
+15%
|
|
|
2023
|
Elevated Capital Advisors
Sandy,
Utah
|
$396K
|
-$255K
|
-2,498
|
-38%
|
|
|
2024
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$396K
|
-$37.3K
|
-366
|
-8%
|
|
|
2025
|
Dunhill Financial
London,
United Kingdom
|
$396K
|
+$66.5K
|
+652
|
+19%
|
|
