|
2001
|
Pursue Wealth Partners
Clayton,
California
|
$512K
|
-$1.37M
|
-3,805
|
-72%
|
|
|
2002
|
GM Advisory Group
Melville,
New York
|
$512K
|
–
|
–
|
–
|
|
|
2003
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$512K
|
+$3.6K
|
+10
|
+0.7%
|
|
|
2004
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$512K
|
+$11.9K
|
+33
|
+2%
|
|
|
2005
|
Jones Financial Companies
Des Peres,
Missouri
|
$510K
|
-$18.3K
|
-51
|
-3%
|
|
|
2006
|
Tanaka Capital Management
New York
|
$508K
|
–
|
–
|
–
|
|
|
2007
|
Symphony Financial
Houston,
Texas
|
$506K
|
+$103K
|
+287
|
+25%
|
|
|
2008
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$505K
|
-$24.1K
|
-67
|
-5%
|
|
|
2009
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$505K
|
+$18K
|
+50
|
+4%
|
|
|
2010
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$504K
|
–
|
–
|
–
|
|
|
2011
|
Chelsea Counsel Company
Los Angeles,
California
|
$503K
|
–
|
–
|
–
|
|
|
2012
|
Tarbox Family Office
Newport Beach,
California
|
$502K
|
-$50K
|
-139
|
-9%
|
|
|
2013
|
CenterStar Asset Management
Chicago,
Illinois
|
$502K
|
–
|
–
|
–
|
|
|
2014
|
Choreo LLC
Rockford,
Illinois
|
$502K
|
–
|
–
|
–
|
|
|
2015
|
First Nebraska Trust
Lincoln,
Nebraska
|
$501K
|
–
|
–
|
–
|
|
|
2016
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$500K
|
-$155K
|
-431
|
-25%
|
|
|
2017
|
Skylands Capital
Milwaukee,
Wisconsin
|
$500K
|
–
|
–
|
–
|
|
|
2018
|
Corbett Road Capital Management
Mclean,
Virginia
|
$500K
|
+$4.31K
|
+12
|
+0.9%
|
|
|
2019
|
Norway Savings Bank
Portland,
Maine
|
$498K
|
–
|
–
|
–
|
|
|
2020
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$497K
|
–
|
–
|
–
|
|
|
2021
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$497K
|
+$1.08K
|
+3
|
+0.2%
|
|
|
2022
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$497K
|
+$3.23K
|
+9
|
+0.7%
|
|
|
2023
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$497K
|
+$20.9K
|
+58
|
+4%
|
|
|
2024
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$496K
|
+$7.91K
|
+22
|
+2%
|
|
|
2025
|
CNB Bank
Clearfield,
Pennsylvania
|
$493K
|
-$48.9K
|
-136
|
-9%
|
|
