|
2001
|
Jennison Associates
New York
|
$218K
|
-$274K
|
-2,660
|
-56%
|
|
|
2002
|
Allstate Corporation
Northbrook,
Illinois
|
$216K
|
-$9.1M
|
-88,445
|
-98%
|
|
|
2003
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$216K
|
-$103K
|
-1,000
|
-32%
|
|
|
2004
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$216K
|
+$214K
|
+2,080
|
New
|
|
|
2005
|
Liberty Capital Management
Birmingham,
Michigan
|
$216K
|
+$214K
|
+2,076
|
New
|
|
|
2006
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$216K
|
+$183K
|
+1,777
|
+594%
|
|
|
2007
|
Private Wealth Partners
Mill Valley,
California
|
$214K
|
+$212K
|
+2,057
|
New
|
|
|
2008
|
Vicus Capital
State College,
Pennsylvania
|
$214K
|
+$212K
|
+2,057
|
New
|
|
|
2009
|
Ruggiero Investments
West Palm Beach,
Florida
|
$213K
|
+$211K
|
+2,053
|
New
|
|
|
2010
|
Buck Wealth Strategies
Denver,
Colorado
|
$213K
|
+$211K
|
+2,051
|
New
|
|
|
2011
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$213K
|
+$211K
|
+2,050
|
New
|
|
|
2012
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$213K
|
+$2.57K
|
+25
|
+1%
|
|
|
2013
|
Bensler
Bellevue,
Washington
|
$212K
|
+$210K
|
+2,044
|
New
|
|
|
2014
|
Lee Financial
Dallas,
Texas
|
$211K
|
+$209K
|
+2,031
|
New
|
|
|
2015
|
Black Diamond Financial
Towson,
Maryland
|
$211K
|
+$209K
|
+2,030
|
New
|
|
|
2016
|
Tempus Wealth Planning
Irvine,
California
|
$210K
|
+$208K
|
+2,026
|
New
|
|
|
2017
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$210K
|
+$208K
|
+2,024
|
New
|
|
|
2018
|
Iams Wealth Management
Omaha,
Nebraska
|
$210K
|
+$208K
|
+2,018
|
New
|
|
|
2019
|
Coppell Advisory Solutions
Coppell,
Texas
|
$209K
|
+$110K
|
+1,074
|
New
|
|
|
2020
|
SS&H Financial Advisors
Troy,
Michigan
|
$208K
|
+$206K
|
+2,000
|
New
|
|
|
2021
|
Saxony Capital Management
St. Louis,
Missouri
|
$208K
|
+$206K
|
+1,998
|
New
|
|
|
2022
|
|
$207K
|
+$205K
|
+1,997
|
New
|
|
|
2023
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$207K
|
+$205K
|
+1,992
|
New
|
|
|
2024
|
Exeter Financial
Scottsdale,
Arizona
|
$207K
|
+$205K
|
+1,989
|
New
|
|
|
2025
|
Austin Wealth Management
Austin,
Texas
|
$206K
|
+$206K
|
+1,998
|
New
|
|
