|
2001
|
Atala Financial
Calabasas,
California
|
$1.53M
|
-$9.76K
|
-30
|
-0.7%
|
|
|
2002
|
PCM Encore
Aspen,
Colorado
|
$1.53M
|
-$492K
|
-1,513
|
-26%
|
|
|
2003
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$1.53M
|
-$3.58K
|
-11
|
-0.3%
|
|
|
2004
|
Grandfield & Dodd
New York
|
$1.52M
|
–
|
–
|
–
|
|
|
2005
|
Centaurus Financial
Anaheim,
California
|
$1.52M
|
-$901K
|
-2,770
|
-39%
|
|
|
2006
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.52M
|
+$18.5K
|
+57
|
+1%
|
|
|
2007
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.52M
|
-$64.7K
|
-199
|
-4%
|
|
|
2008
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$1.52M
|
-$9.76K
|
-30
|
-0.7%
|
|
|
2009
|
Florida Financial Advisors
Tampa,
Florida
|
$1.52M
|
-$55.3K
|
-170
|
-4%
|
|
|
2010
|
Atlas Legacy Advisors
Los Angeles,
California
|
$1.52M
|
+$49.1K
|
+151
|
+4%
|
|
|
2011
|
LCM Capital Management
Chicago,
Illinois
|
$1.51M
|
+$4.88K
|
+15
|
+0.4%
|
|
|
2012
|
VELA Investment Management
New Albany,
Ohio
|
$1.51M
|
+$119K
|
+366
|
+9%
|
|
|
2013
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$1.51M
|
+$288K
|
+886
|
+26%
|
|
|
2014
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$1.51M
|
-$10.1K
|
-31
|
-0.7%
|
|
|
2015
|
Anchyra Partners
Atlanta,
Georgia
|
$1.51M
|
-$16.9K
|
-52
|
-1%
|
|
|
2016
|
Investment Partners
New Philadelphia,
Ohio
|
$1.51M
|
+$24.1K
|
+74
|
+2%
|
|
|
2017
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.51M
|
-$84.3K
|
-259
|
-6%
|
|
|
2018
|
Ironwood Financial
Tucson,
Arizona
|
$1.5M
|
-$6.51K
|
-20
|
-0.4%
|
|
|
2019
|
Oslo Pensjonsforsikring
Oslo,
|
$1.5M
|
+$173K
|
+533
|
+14%
|
|
|
2020
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$1.5M
|
+$18.2K
|
+56
|
+1%
|
|
|
2021
|
Los Angeles Capital Management
Los Angeles,
California
|
$1.5M
|
-$12M
|
-36,977
|
-90%
|
|
|
2022
|
AIMZ Investment Advisors
Los Altos,
California
|
$1.5M
|
–
|
–
|
–
|
|
|
2023
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.5M
|
+$325
|
+1
|
+0%
|
|
|
2024
|
Certuity
North Palm Beach,
Florida
|
$1.5M
|
-$112K
|
-344
|
-7%
|
|
|
2025
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.49M
|
+$87.5K
|
+269
|
+7%
|
|
