|
2001
|
Teza Capital Management
Chicago,
Illinois
|
$540K
|
+$538K
|
+1,348
|
New
|
|
|
2002
|
Iron Horse Wealth Management
Johston,
Iowa
|
$538K
|
–
|
–
|
–
|
|
|
2003
|
BCK Partners
Corning,
New York
|
$537K
|
–
|
–
|
–
|
|
|
2004
|
CFM Wealth Partners
Austin,
Texas
|
$533K
|
–
|
–
|
–
|
|
|
2005
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$530K
|
-$3.99K
|
-10
|
-0.8%
|
|
|
2006
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$526K
|
-$24.3K
|
-61
|
-4%
|
|
|
2007
|
PrairieView Partners
St. Paul,
Minnesota
|
$524K
|
–
|
–
|
–
|
|
|
2008
|
Winfield Associates
Cleveland,
Ohio
|
$523K
|
-$28.3K
|
-71
|
-5%
|
|
|
2009
|
Armbruster Capital Management
Pittsford,
New York
|
$521K
|
–
|
–
|
–
|
|
|
2010
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$520K
|
+$518K
|
+1,299
|
New
|
|
|
2011
|
CVA Family Office
Denver,
Colorado
|
$519K
|
+$150K
|
+376
|
+41%
|
|
|
2012
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$519K
|
+$112K
|
+280
|
+28%
|
|
|
2013
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$518K
|
–
|
–
|
–
|
|
|
2014
|
Beam Wealth Advisors
Covington,
Louisiana
|
$517K
|
+$14K
|
+35
|
+3%
|
|
|
2015
|
Bank OZK
Little Rock,
Arkansas
|
$515K
|
-$14K
|
-35
|
-3%
|
|
|
2016
|
Country Trust Bank
Bloomington,
Illinois
|
$512K
|
-$3.59K
|
-9
|
-0.7%
|
|
|
2017
|
|
$511K
|
–
|
–
|
–
|
|
|
2018
|
White Pine Capital
Bloomington,
Minnesota
|
$511K
|
–
|
–
|
–
|
|
|
2019
|
Capstone Investment Advisors
New York
|
$511K
|
+$1.59K
|
+4
|
+0.3%
|
|
|
2020
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$511K
|
+$19.1K
|
+48
|
+4%
|
|
|
2021
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$510K
|
-$59.8K
|
-150
|
-11%
|
|
|
2022
|
Cabot Wealth Management
Salem,
Massachusetts
|
$510K
|
–
|
–
|
–
|
|
|
2023
|
Concord Wealth Partners
Abingdon,
Virginia
|
$510K
|
+$78.6K
|
+197
|
+18%
|
|
|
2024
|
WealthBridge Capital Management
Westerville,
Ohio
|
$509K
|
-$9.97K
|
-25
|
-2%
|
|
|
2025
|
Lesa Sroufe & Co
Seattle,
Washington
|
$509K
|
–
|
–
|
–
|
|
