|
2001
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$287K
|
-$54.6K
|
-290
|
-16%
|
|
|
2002
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$287K
|
-$126K
|
-671
|
-31%
|
|
|
2003
|
St. Johns Investment Management
Jacksonville,
Florida
|
$286K
|
–
|
–
|
–
|
|
|
2004
|
Verum Partners
Charlotte,
North Carolina
|
$286K
|
+$2.82K
|
+15
|
+1%
|
|
|
2005
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$286K
|
-$153K
|
-815
|
-36%
|
|
|
2006
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$286K
|
+$6.4K
|
+34
|
+2%
|
|
|
2007
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$285K
|
-$4.89K
|
-26
|
-2%
|
|
|
2008
|
Rovin Capital
Mesa,
Arizona
|
$284K
|
-$13.7K
|
-73
|
-5%
|
|
|
2009
|
Stiles Financial Services
Edina,
Minnesota
|
$284K
|
+$565
|
+3
|
+0.2%
|
|
|
2010
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$284K
|
+$40.9K
|
+217
|
+17%
|
|
|
2011
|
Paladin Advisory Group
Clive,
Iowa
|
$284K
|
–
|
–
|
–
|
|
|
2012
|
Sivia Capital Partners
Mill Valley,
California
|
$283K
|
+$1.7K
|
+9
|
+0.6%
|
|
|
2013
|
Sunpointe
St. Louis,
Missouri
|
$282K
|
-$4.14K
|
-22
|
-1%
|
|
|
2014
|
Beacon Financial Group
Dallas,
Texas
|
$282K
|
+$1.7K
|
+9
|
+0.6%
|
|
|
2015
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$282K
|
-$49.9K
|
-265
|
-15%
|
|
|
2016
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$281K
|
+$8.47K
|
+45
|
+3%
|
|
|
2017
|
Pavion Blue Capital
Newport Beach,
California
|
$281K
|
–
|
–
|
–
|
|
|
2018
|
Centennial Bank
Conway,
Arkansas
|
$280K
|
-$51.4K
|
-273
|
-16%
|
|
|
2019
|
Pacific Capital Wealth Advisors
Corona,
California
|
$279K
|
+$2.45K
|
+13
|
+0.9%
|
|
|
2020
|
Key Financial Inc
West Chester,
Pennsylvania
|
$279K
|
–
|
–
|
–
|
|
|
2021
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$278K
|
+$271K
|
+1,440
|
New
|
|
|
2022
|
Barrett & Company
Providence,
Rhode Island
|
$278K
|
-$19.8K
|
-105
|
-7%
|
|
|
2023
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$277K
|
–
|
–
|
–
|
|
|
2024
|
Apella Capital
West Hartford,
Connecticut
|
$277K
|
-$3.2K
|
-17
|
-1%
|
|
|
2025
|
Verity Asset Management
Durham,
North Carolina
|
$277K
|
+$8.1K
|
+43
|
+3%
|
|
