|
2001
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$1.51M
|
+$288K
|
+886
|
+26%
|
|
|
2002
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$1.51M
|
-$10.1K
|
-31
|
-0.7%
|
|
|
2003
|
Anchyra Partners
Atlanta,
Georgia
|
$1.51M
|
-$16.9K
|
-52
|
-1%
|
|
|
2004
|
Investment Partners
New Philadelphia,
Ohio
|
$1.51M
|
+$24.1K
|
+74
|
+2%
|
|
|
2005
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.51M
|
-$84.3K
|
-259
|
-6%
|
|
|
2006
|
Ironwood Financial
Tucson,
Arizona
|
$1.5M
|
-$6.51K
|
-20
|
-0.4%
|
|
|
2007
|
Oslo Pensjonsforsikring
Oslo,
|
$1.5M
|
+$173K
|
+533
|
+14%
|
|
|
2008
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$1.5M
|
+$18.2K
|
+56
|
+1%
|
|
|
2009
|
Los Angeles Capital Management
Los Angeles,
California
|
$1.5M
|
-$12M
|
-36,977
|
-90%
|
|
|
2010
|
AIMZ Investment Advisors
Los Altos,
California
|
$1.5M
|
–
|
–
|
–
|
|
|
2011
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.5M
|
+$325
|
+1
|
+0%
|
|
|
2012
|
Certuity
North Palm Beach,
Florida
|
$1.5M
|
-$112K
|
-344
|
-7%
|
|
|
2013
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.49M
|
+$87.5K
|
+269
|
+7%
|
|
|
2014
|
Lantern Wealth Advisors
Melville,
New York
|
$1.49M
|
-$3.25K
|
-10
|
-0.2%
|
|
|
2015
|
Patron Partners
Houston,
Texas
|
$1.49M
|
+$13.7K
|
+42
|
+1%
|
|
|
2016
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.49M
|
-$5.53K
|
-17
|
-0.4%
|
|
|
2017
|
LifeSteps Financial
Claremont,
California
|
$1.49M
|
-$56.3K
|
-173
|
-4%
|
|
|
2018
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.49M
|
-$33.5K
|
-103
|
-2%
|
|
|
2019
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$1.49M
|
-$3.07M
|
-9,447
|
-69%
|
|
|
2020
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.49M
|
-$18.2K
|
-56
|
-1%
|
|
|
2021
|
|
$1.49M
|
+$4.23K
|
+13
|
+0.3%
|
|
|
2022
|
CVA Family Office
Denver,
Colorado
|
$1.49M
|
-$140K
|
-431
|
-9%
|
|
|
2023
|
First Financial Corp
Terre Haute,
Indiana
|
$1.49M
|
+$15.3K
|
+47
|
+1%
|
|
|
2024
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.48M
|
-$228K
|
-702
|
-4%
|
|
|
2025
|
Saiph Capital
Wyckoff,
New Jersey
|
$1.48M
|
+$302K
|
+927
|
+28%
|
|
