|
2001
|
Hartline Investment Corp
Winnetka,
Illinois
|
$2.11M
|
+$3.45K
|
+22
|
+0.2%
|
|
|
2002
|
Sunflower Bank
Dallas,
Texas
|
$2.1M
|
-$94.1K
|
-600
|
-4%
|
|
|
2003
|
Ausdal Financial Partners
Davenport,
Iowa
|
$2.1M
|
+$117K
|
+747
|
+6%
|
|
|
2004
|
Rational Advisors
Huntington,
New York
|
$2.09M
|
-$717K
|
-4,573
|
-26%
|
|
|
2005
|
Ranch Capital Advisors
Sarasota,
Florida
|
$2.08M
|
+$12.2K
|
+78
|
+0.6%
|
|
|
2006
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$2.08M
|
-$39.2K
|
-250
|
-2%
|
|
|
2007
|
Calton & Associates
Tampa,
Florida
|
$2.08M
|
+$875K
|
+5,583
|
+46%
|
|
|
2008
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$2.06M
|
-$865K
|
-5,517
|
-31%
|
|
|
2009
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$2.05M
|
+$54.1K
|
+345
|
+3%
|
|
|
2010
|
Sovarnum Capital
New York
|
$2.05M
|
+$235K
|
+1,500
|
+14%
|
|
|
2011
|
Mason Investment Advisory Services
Reston,
Virginia
|
$2.05M
|
–
|
–
|
–
|
|
|
2012
|
Advisor Resource Council
Dallas,
Texas
|
$2.04M
|
-$1.31M
|
-8,376
|
-40%
|
|
|
2013
|
FAS Wealth Partners
Leawood,
Kansas
|
$2.04M
|
+$250K
|
+1,592
|
+15%
|
|
|
2014
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$2.03M
|
+$96.7K
|
+617
|
+5%
|
|
|
2015
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$2.03M
|
-$34.6K
|
-221
|
-2%
|
|
|
2016
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.03M
|
+$424K
|
+2,705
|
+28%
|
|
|
2017
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$2.03M
|
-$447K
|
-2,850
|
-19%
|
|
|
2018
|
Perennial Investment Advisors
Los Angeles,
California
|
$2.02M
|
+$5.33K
|
+34
|
+0.3%
|
|
|
2019
|
Liberty One Investment Management
Libertyville,
Illinois
|
$2.01M
|
-$39.8K
|
-254
|
-2%
|
|
|
2020
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$2.01M
|
-$212K
|
-1,353
|
-10%
|
|
|
2021
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$2.01M
|
–
|
–
|
–
|
|
|
2022
|
Perpetual Investment Management
Sydney,
Australia
|
$2.01M
|
–
|
–
|
–
|
|
|
2023
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$2.01M
|
+$42.3K
|
+270
|
+2%
|
|
|
2024
|
Windsor Capital Management
Phoenix,
Arizona
|
$2M
|
-$25.6K
|
-163
|
-1%
|
|
|
2025
|
Private Portfolio Partners
Paramus,
New Jersey
|
$2M
|
+$5.96K
|
+38
|
+0.3%
|
|
