|
2001
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$1.04M
|
+$4.45K
|
+14
|
+0.4%
|
|
|
2002
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.03M
|
-$79.5K
|
-250
|
-7%
|
|
|
2003
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$1.02M
|
+$5.41K
|
+17
|
+0.5%
|
|
|
2004
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.02M
|
-$7.95K
|
-25
|
-0.8%
|
|
|
2005
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$1.02M
|
+$5.09K
|
+16
|
+0.5%
|
|
|
2006
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$1.02M
|
+$7.63K
|
+24
|
+0.8%
|
|
|
2007
|
LSV Asset Management
Chicago,
Illinois
|
$1.02M
|
-$1.49M
|
-4,700
|
-59%
|
|
|
2008
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.01M
|
-$18.8K
|
-59
|
-2%
|
|
|
2009
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1M
|
+$6.68K
|
+21
|
+0.7%
|
|
|
2010
|
Symphony Financial
Houston,
Texas
|
$1M
|
-$101K
|
-319
|
-9%
|
|
|
2011
|
Icon Advisers
Greenwood Village,
Colorado
|
$1M
|
–
|
–
|
–
|
|
|
2012
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$1M
|
+$159K
|
+500
|
+19%
|
|
|
2013
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$999K
|
+$46.4K
|
+146
|
+5%
|
|
|
2014
|
Ridgewood Investments
Springfield,
New Jersey
|
$998K
|
-$303K
|
-953
|
-23%
|
|
|
2015
|
MJP Associates
Farmington,
Connecticut
|
$998K
|
+$5.09K
|
+16
|
+0.5%
|
|
|
2016
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$996K
|
-$79.5K
|
-250
|
-7%
|
|
|
2017
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$995K
|
-$8.91K
|
-28
|
-0.9%
|
|
|
2018
|
Hudock Inc
Williamsport,
Pennsylvania
|
$993K
|
+$90.3K
|
+284
|
+10%
|
|
|
2019
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$990K
|
+$89.1K
|
+280
|
+10%
|
|
|
2020
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$990K
|
+$211K
|
+663
|
+27%
|
|
|
2021
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$989K
|
-$48K
|
-151
|
-5%
|
|
|
2022
|
|
$988K
|
+$21.6K
|
+68
|
+2%
|
|
|
2023
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$979K
|
-$31.5K
|
-99
|
-3%
|
|
|
2024
|
Keystone Wealth Partners
Chandler,
Arizona
|
$977K
|
-$47.7K
|
-150
|
-5%
|
|
|
2025
|
InterOcean Capital Group
Nashville,
Tennessee
|
$975K
|
-$222K
|
-699
|
-19%
|
|
