|
2001
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$300K
|
+$194
|
+1
|
+0.1%
|
|
|
2002
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$299K
|
–
|
–
|
–
|
|
|
2003
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$299K
|
–
|
–
|
–
|
|
|
2004
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$298K
|
–
|
–
|
–
|
|
|
2005
|
Sivia Capital Partners
Mill Valley,
California
|
$298K
|
+$2.13K
|
+11
|
+0.7%
|
|
|
2006
|
MBB Public Markets
Chicago,
Illinois
|
$298K
|
-$9.13M
|
-47,100
|
-97%
|
|
|
2007
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$297K
|
-$20K
|
-103
|
-6%
|
|
|
2008
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$297K
|
-$21.3K
|
-110
|
-7%
|
|
|
2009
|
Stiles Financial Services
Edina,
Minnesota
|
$297K
|
+$6.98K
|
+36
|
+2%
|
|
|
2010
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$295K
|
-$15.5K
|
-80
|
-5%
|
|
|
2011
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$291K
|
+$1.94K
|
+10
|
+0.7%
|
|
|
2012
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$290K
|
+$4.85K
|
+25
|
+2%
|
|
|
2013
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$289K
|
–
|
–
|
–
|
|
|
2014
|
Wintrust Investments
Chicago,
Illinois
|
$289K
|
-$2.33M
|
-12,031
|
-89%
|
|
|
2015
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$289K
|
–
|
–
|
–
|
|
|
2016
|
Planning Alternatives
Birmingham,
Michigan
|
$288K
|
+$14.4K
|
+74
|
+5%
|
|
|
2017
|
St. Johns Investment Management
Jacksonville,
Florida
|
$288K
|
–
|
–
|
–
|
|
|
2018
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$288K
|
+$194
|
+1
|
+0.1%
|
|
|
2019
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$287K
|
-$5.24K
|
-27
|
-2%
|
|
|
2020
|
Forza Wealth Management
Sarasota,
Florida
|
$286K
|
+$14.5K
|
+75
|
+5%
|
|
|
2021
|
ABLE Financial Group
Scottsdale,
Arizona
|
$286K
|
+$47.5K
|
+245
|
+20%
|
|
|
2022
|
Baron Wealth Management
Troy,
Michigan
|
$286K
|
-$3.69K
|
-19
|
-1%
|
|
|
2023
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$285K
|
-$27.7K
|
-143
|
-9%
|
|
|
2024
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$285K
|
+$283K
|
+1,460
|
New
|
|
|
2025
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$284K
|
+$283K
|
+1,459
|
New
|
|
