|
2001
|
Pullen Investment Management
Bradenton,
Florida
|
$280K
|
–
|
–
|
–
|
|
|
2002
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$280K
|
+$267K
|
+1,583
|
New
|
|
|
2003
|
First Pacific Financial
Vancouver,
Washington
|
$279K
|
+$72.6K
|
+430
|
+37%
|
|
|
2004
|
Tactive Advisors
Jacksonville,
Florida
|
$278K
|
+$266K
|
+1,576
|
New
|
|
|
2005
|
Seed Wealth Management
Evanston,
Illinois
|
$278K
|
–
|
–
|
–
|
|
|
2006
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$277K
|
-$14K
|
-83
|
-5%
|
|
|
2007
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$277K
|
–
|
–
|
–
|
|
|
2008
|
Highline Wealth Partners
Sherman Oaks,
California
|
$277K
|
+$2.03K
|
+12
|
+0.8%
|
|
|
2009
|
SPC Financial Inc
Rockville,
Maryland
|
$277K
|
-$521K
|
-3,083
|
-66%
|
|
|
2010
|
LMCG Investments
Boston,
Massachusetts
|
$276K
|
+$4.9K
|
+29
|
+2%
|
|
|
2011
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$275K
|
-$9.8K
|
-58
|
-4%
|
|
|
2012
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$275K
|
-$16.9K
|
-100
|
-6%
|
|
|
2013
|
Clearstead Trust
Portland,
Maine
|
$274K
|
+$91.4K
|
+541
|
+54%
|
|
|
2014
|
Traction Financial Partners
Encampment,
Wyoming
|
$274K
|
–
|
–
|
–
|
|
|
2015
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$273K
|
+$18.2K
|
+108
|
+8%
|
|
|
2016
|
Unified Investment Management
Atlanta,
Georgia
|
$273K
|
–
|
–
|
–
|
|
|
2017
|
Sunpointe
St. Louis,
Missouri
|
$272K
|
–
|
–
|
–
|
|
|
2018
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$271K
|
-$3.88K
|
-23
|
-1%
|
|
|
2019
|
Smead Capital Management
Phoenix,
Arizona
|
$270K
|
+$258K
|
+1,530
|
New
|
|
|
2020
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$270K
|
+$258K
|
+1,529
|
New
|
|
|
2021
|
|
$270K
|
–
|
–
|
–
|
|
|
2022
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$270K
|
-$70.9K
|
-420
|
-22%
|
|
|
2023
|
Total Investment Management
Scottsdale,
Arizona
|
$270K
|
-$183K
|
-1,083
|
-42%
|
|
|
2024
|
Welch Group
Birmingham,
Alabama
|
$270K
|
-$2.87K
|
-17
|
-1%
|
|
|
2025
|
Kraft Asset Management
Nashville,
Tennessee
|
$269K
|
–
|
–
|
–
|
|
