|
2001
|
Oak Asset Management
Westlake Village,
California
|
$1.09M
|
+$35.1K
|
+310
|
+4%
|
|
|
2002
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$1.09M
|
-$11.3K
|
-100
|
-1%
|
|
|
2003
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.09M
|
+$36.2K
|
+320
|
+4%
|
|
|
2004
|
LJI Wealth Management
Indianapolis,
Indiana
|
$1.09M
|
-$5.65K
|
-50
|
-0.6%
|
|
|
2005
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$1.09M
|
+$20.4K
|
+180
|
+2%
|
|
|
2006
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$1.08M
|
+$531K
|
+4,700
|
+140%
|
|
|
2007
|
Capula Management
Grand Cayman,
Cayman Islands
|
$1.08M
|
-$130K
|
-1,150
|
-13%
|
|
|
2008
|
Crew Capital Management
Cincinnati,
Ohio
|
$1.08M
|
+$435K
|
+3,850
|
+92%
|
|
|
2009
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.07M
|
-$10.2K
|
-90
|
-1%
|
|
|
2010
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$1.07M
|
–
|
–
|
–
|
|
|
2011
|
|
$1.07M
|
–
|
–
|
–
|
|
|
2012
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$1.07M
|
–
|
–
|
–
|
|
|
2013
|
Hoey Investments
Coatesville,
Pennsylvania
|
$1.07M
|
+$634K
|
+5,610
|
+235%
|
|
|
2014
|
Ceeto Capital Group
Coral Gables,
Florida
|
$1.07M
|
–
|
–
|
–
|
|
|
2015
|
First Command Advisory Services
Fort Worth,
Texas
|
$1.07M
|
+$29.4K
|
+260
|
+3%
|
|
|
2016
|
Westwood Holdings Group
Dallas,
Texas
|
$1.07M
|
+$92.7K
|
+820
|
+11%
|
|
|
2017
|
Index Fund Advisors
Irvine,
California
|
$1.07M
|
+$902K
|
+7,980
|
New
|
|
|
2018
|
Banque Transatlantique
Paris,
France
|
$1.07M
|
+$590K
|
+5,220
|
+191%
|
|
|
2019
|
Opinicus Capital
Tampa,
Florida
|
$1.07M
|
+$5.65K
|
+50
|
+0.6%
|
|
|
2020
|
Xcel Wealth Management
Holly Hill,
Florida
|
$1.07M
|
+$345K
|
+3,050
|
+62%
|
|
|
2021
|
PFG Private Wealth Management
Lutz,
Florida
|
$1.07M
|
-$209K
|
-1,850
|
-19%
|
|
|
2022
|
Summit X LLC
Chesterfield,
Missouri
|
$1.07M
|
+$83.7K
|
+740
|
+10%
|
|
|
2023
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.06M
|
+$13.6K
|
+120
|
+2%
|
|
|
2024
|
Driehaus Capital Management
Chicago,
Illinois
|
$1.06M
|
+$898K
|
+7,940
|
New
|
|
|
2025
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$1.06M
|
+$649K
|
+5,740
|
+262%
|
|
