|
2001
|
MJP Associates
Farmington,
Connecticut
|
$290K
|
+$28.5K
|
+80
|
+11%
|
|
|
2002
|
AA Financial Advisors
Columbus,
Ohio
|
$289K
|
-$3.2K
|
-9
|
-1%
|
|
|
2003
|
Lantz Financial
Naperville,
Illinois
|
$289K
|
+$11.7K
|
+33
|
+4%
|
|
|
2004
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$289K
|
+$57.3K
|
+161
|
+25%
|
|
|
2005
|
Mayport LLC
Newton,
Massachusetts
|
$288K
|
+$31K
|
+87
|
+12%
|
|
|
2006
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$288K
|
+$5.69K
|
+16
|
+2%
|
|
|
2007
|
Signature Equity Partners
Columbus,
Ohio
|
$287K
|
-$8.54K
|
-24
|
-3%
|
|
|
2008
|
Victory Financial Group
Austin,
Texas
|
$287K
|
+$29.2K
|
+82
|
+11%
|
|
|
2009
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$286K
|
+$39.1K
|
+110
|
+16%
|
|
|
2010
|
Horizon Kinetics Asset Management
New York
|
$285K
|
-$4.98K
|
-14
|
-2%
|
|
|
2011
|
Horizon Bancorp
Michigan City,
Indiana
|
$285K
|
+$65.8K
|
+185
|
+30%
|
|
|
2012
|
Twin Tree Management
Dallas,
Texas
|
$285K
|
-$3.96M
|
-11,117
|
-93%
|
|
|
2013
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$285K
|
–
|
–
|
–
|
|
|
2014
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
$285K
|
+$283K
|
+796
|
New
|
|
|
2015
|
Aspen Grove Capital
Avon,
Colorado
|
$284K
|
+$3.56K
|
+10
|
+1%
|
|
|
2016
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$284K
|
+$81.1K
|
+228
|
+40%
|
|
|
2017
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$282K
|
-$25.3K
|
-71
|
-8%
|
|
|
2018
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$282K
|
-$37.7K
|
-106
|
-12%
|
|
|
2019
|
Nova R Wealth
Overland Park,
Kansas
|
$282K
|
+$6.05K
|
+17
|
+2%
|
|
|
2020
|
Auxano Advisors
Bellevue,
Washington
|
$282K
|
-$1.07K
|
-3
|
-0.4%
|
|
|
2021
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$282K
|
+$280K
|
+788
|
New
|
|
|
2022
|
Z3 Capital Partners
Richmond,
Virginia
|
$281K
|
-$17.8K
|
-50
|
-6%
|
|
|
2023
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$281K
|
–
|
–
|
–
|
|
|
2024
|
McLean Asset Management
Tysons,
Virginia
|
$280K
|
+$5.34K
|
+15
|
+2%
|
|
|
2025
|
Symphony Financial Services
Akron,
Ohio
|
$280K
|
–
|
–
|
–
|
|
