|
2001
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$266K
|
–
|
–
|
–
|
|
|
2002
|
Z3 Capital Partners
Richmond,
Virginia
|
$266K
|
+$296K
|
+835
|
New
|
|
|
2003
|
Financial Advisors Network
Tustin,
California
|
$265K
|
-$4.96K
|
-14
|
-2%
|
|
|
2004
|
Goldstein Advisors
Madison,
Wisconsin
|
$264K
|
-$1.77K
|
-5
|
-0.6%
|
|
|
2005
|
Consilium Wealth Advisory
Richardson,
Texas
|
$264K
|
–
|
–
|
–
|
|
|
2006
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$264K
|
+$293K
|
+828
|
New
|
|
|
2007
|
Signature Equity Partners
Columbus,
Ohio
|
$263K
|
+$293K
|
+826
|
New
|
|
|
2008
|
COFG Advisors
Oak Brook,
Illinois
|
$263K
|
+$292K
|
+824
|
New
|
|
|
2009
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$262K
|
-$8.86K
|
-25
|
-3%
|
|
|
2010
|
Cross Staff Investments
Pittsford,
New York
|
$261K
|
–
|
–
|
–
|
|
|
2011
|
Calamos Wealth Management
Naperville,
Illinois
|
$261K
|
-$9.97M
|
-28,124
|
-97%
|
|
|
2012
|
AA Financial Advisors
Columbus,
Ohio
|
$261K
|
-$24.5K
|
-69
|
-8%
|
|
|
2013
|
Douglas Lane & Associates
New York
|
$260K
|
-$4.96K
|
-14
|
-2%
|
|
|
2014
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$259K
|
–
|
–
|
–
|
|
|
2015
|
Crown Wealth Group
Charlotte,
North Carolina
|
$259K
|
+$7.44K
|
+21
|
+3%
|
|
|
2016
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$258K
|
+$29.4K
|
+83
|
+11%
|
|
|
2017
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$258K
|
–
|
–
|
–
|
|
|
2018
|
Horizon Kinetics Asset Management
New York
|
$258K
|
+$4.96K
|
+14
|
+2%
|
|
|
2019
|
SYM Financial Corp
Winona Lake,
Indiana
|
$256K
|
-$3.9K
|
-11
|
-1%
|
|
|
2020
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$255K
|
+$284K
|
+802
|
New
|
|
|
2021
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$255K
|
+$284K
|
+801
|
New
|
|
|
2022
|
Sage Rhino Capital
Menlo Park,
California
|
$255K
|
-$14.9K
|
-42
|
-5%
|
|
|
2023
|
BOS Asset Management
Springfield,
Illinois
|
$255K
|
–
|
–
|
–
|
|
|
2024
|
McLean Asset Management
Tysons,
Virginia
|
$255K
|
-$3.54K
|
-10
|
-1%
|
|
|
2025
|
ORG Partners
Roanoke,
Indiana
|
$255K
|
-$78K
|
-220
|
-22%
|
|
