|
2001
|
Montag & Caldwell
Atlanta,
Georgia
|
$506K
|
–
|
–
|
–
|
|
|
2002
|
Courier Capital
Buffalo,
New York
|
$506K
|
–
|
–
|
–
|
|
|
2003
|
Delta Asset Management
Memphis,
Tennessee
|
$505K
|
–
|
–
|
–
|
|
|
2004
|
Magnus Financial Group
New York
|
$505K
|
+$15.9K
|
+84
|
+3%
|
|
|
2005
|
Keystone Wealth Services
Palm Desert,
California
|
$504K
|
-$17.6K
|
-93
|
-4%
|
|
|
2006
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$501K
|
+$3.97K
|
+21
|
+0.8%
|
|
|
2007
|
Weil Company
San Diego,
California
|
$501K
|
+$20.4K
|
+108
|
+4%
|
|
|
2008
|
Hemington Wealth Management
Falls Church,
Virginia
|
$499K
|
+$7.18K
|
+38
|
+2%
|
|
|
2009
|
GFG Capital
Miami,
Florida
|
$498K
|
-$21.3K
|
-113
|
-4%
|
|
|
2010
|
Advisory Alpha
Holland,
Michigan
|
$498K
|
+$118K
|
+624
|
+33%
|
|
|
2011
|
McGowan Group Asset Management
Dallas,
Texas
|
$497K
|
+$189
|
+1
|
+0%
|
|
|
2012
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$496K
|
+$470K
|
+2,488
|
New
|
|
|
2013
|
Gryphon Financial Partners
Columbus,
Ohio
|
$496K
|
+$12.7K
|
+67
|
+3%
|
|
|
2014
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$495K
|
+$3.78K
|
+20
|
+0.8%
|
|
|
2015
|
Physician Wealth Advisors
Midvale,
Utah
|
$495K
|
-$6.42K
|
-34
|
-1%
|
|
|
2016
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$495K
|
-$30.6K
|
-162
|
-6%
|
|
|
2017
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$494K
|
-$13.2K
|
-70
|
-3%
|
|
|
2018
|
Register Financial Advisors
Atlanta,
Georgia
|
$493K
|
-$13.2K
|
-70
|
-3%
|
|
|
2019
|
Seven Mile Advisory
Ewing,
New Jersey
|
$492K
|
+$14.4K
|
+76
|
+3%
|
|
|
2020
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$490K
|
+$48.5K
|
+257
|
+12%
|
|
|
2021
|
Good Life Advisors
Reading,
Pennsylvania
|
$489K
|
-$50.2K
|
-266
|
-10%
|
|
|
2022
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$488K
|
–
|
–
|
–
|
|
|
2023
|
Perritt Capital Management
Chicago,
Illinois
|
$487K
|
-$1.51K
|
-8
|
-0.3%
|
|
|
2024
|
Balyasny Asset Management
Chicago,
Illinois
|
$486K
|
-$1.6M
|
-8,454
|
-78%
|
|
|
2025
|
MJP Associates
Farmington,
Connecticut
|
$486K
|
+$53.8K
|
+285
|
+13%
|
|
