|
2001
|
Root Financial Partners
Encinitas,
California
|
$1.14M
|
+$53.2K
|
+101
|
+5%
|
|
|
2002
|
Iron Gate Global Advisors
Nsl,
Utah
|
$1.14M
|
-$10.5K
|
-20
|
-0.9%
|
|
|
2003
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.14M
|
-$9.48K
|
-18
|
-0.8%
|
|
|
2004
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.14M
|
-$29K
|
-55
|
-2%
|
|
|
2005
|
Stevens Capital Partners
Omaha,
Nebraska
|
$1.14M
|
-$16.9K
|
-32
|
-1%
|
|
|
2006
|
Mendel Money Management
Northbrook,
Illinois
|
$1.13M
|
+$1.05K
|
+2
|
+0.1%
|
|
|
2007
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.13M
|
-$242K
|
-460
|
-17%
|
|
|
2008
|
Principal Street Partners
Memphis,
Tennessee
|
$1.13M
|
-$61.1K
|
-116
|
-5%
|
|
|
2009
|
Doliver Advisors
Houston,
Texas
|
$1.13M
|
-$88.5K
|
-168
|
-7%
|
|
|
2010
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$1.12M
|
+$23.2K
|
+44
|
+2%
|
|
|
2011
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.12M
|
-$473K
|
-899
|
-29%
|
|
|
2012
|
Kestra Investment Management
Austin,
Texas
|
$1.12M
|
-$728K
|
-1,382
|
-38%
|
|
|
2013
|
MWA Asset Management
Lexington,
Massachusetts
|
$1.12M
|
-$4.21K
|
-8
|
-0.4%
|
|
|
2014
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$1.11M
|
-$3.53M
|
-6,708
|
-75%
|
|
|
2015
|
Challenger Wealth Management
Aliso Viejo,
California
|
$1.11M
|
-$10.5K
|
-20
|
-0.9%
|
|
|
2016
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.11M
|
-$2.11K
|
-4
|
-0.2%
|
|
|
2017
|
Field & Main Bank
Henderson,
Kentucky
|
$1.11M
|
–
|
–
|
–
|
|
|
2018
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$1.11M
|
–
|
–
|
–
|
|
|
2019
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.11M
|
-$90.1K
|
-171
|
-7%
|
|
|
2020
|
OneFund LLC
Saint Petersburg,
Florida
|
$1.11M
|
-$81.6K
|
-155
|
-6%
|
|
|
2021
|
Atlas Brown
Louisville,
Kentucky
|
$1.11M
|
+$30K
|
+57
|
+3%
|
|
|
2022
|
Impact Investors
San Francisco,
California
|
$1.11M
|
-$11.1K
|
-21
|
-0.9%
|
|
|
2023
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.11M
|
-$117K
|
-222
|
-9%
|
|
|
2024
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$1.1M
|
+$2.63K
|
+5
|
+0.2%
|
|
|
2025
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$1.1M
|
+$7.9K
|
+15
|
+0.7%
|
|
