|
2001
|
Fullerton Fund Management
Singapore
|
$389K
|
+$378K
|
+4,702
|
New
|
|
|
2002
|
Prairiewood Capital
Fargo,
North Dakota
|
$388K
|
+$8.44K
|
+105
|
+2%
|
|
|
2003
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$386K
|
+$161
|
+2
|
+0%
|
|
|
2004
|
Members Trust
Tampa,
Florida
|
$385K
|
-$96.4K
|
-1,200
|
-20%
|
|
|
2005
|
Quantum Financial Partners
Overland Park,
Kansas
|
$385K
|
+$374K
|
+4,660
|
New
|
|
|
2006
|
Strategic Planning Group
Bountiful,
Utah
|
$385K
|
-$16.6K
|
-207
|
-4%
|
|
|
2007
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$384K
|
-$225K
|
-2,795
|
-38%
|
|
|
2008
|
Steinberganna Wealth Management
Huntington,
New York
|
$383K
|
-$116K
|
-1,448
|
-24%
|
|
|
2009
|
Diesslin Group
Fort Worth,
Texas
|
$383K
|
–
|
–
|
–
|
|
|
2010
|
MJP Associates
Farmington,
Connecticut
|
$380K
|
+$64K
|
+796
|
+21%
|
|
|
2011
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$378K
|
+$804
|
+10
|
+0.2%
|
|
|
2012
|
Carrera Capital Advisors
Troy,
Michigan
|
$378K
|
-$487K
|
-6,056
|
-57%
|
|
|
2013
|
Golden State Wealth Management
Santa Ana,
California
|
$377K
|
+$8.92K
|
+111
|
+2%
|
|
|
2014
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$377K
|
+$402
|
+5
|
+0.1%
|
|
|
2015
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$377K
|
–
|
–
|
–
|
|
|
2016
|
DV Trading
Chicago,
Illinois
|
$377K
|
-$240K
|
-2,988
|
-40%
|
|
|
2017
|
Concentrum Wealth Management
San Jose,
California
|
$376K
|
+$12.1K
|
+151
|
+3%
|
|
|
2018
|
O'Rourke & Company
Boston,
Massachusetts
|
$375K
|
+$241
|
+3
|
+0.1%
|
|
|
2019
|
Ariadne Wealth Management
Santa Barbara,
California
|
$375K
|
+$110K
|
+1,372
|
+43%
|
|
|
2020
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$374K
|
-$14.6K
|
-182
|
-4%
|
|
|
2021
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$374K
|
-$24.2K
|
-301
|
-6%
|
|
|
2022
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$374K
|
+$5.46K
|
+68
|
+2%
|
|
|
2023
|
Argyle Capital Partners
Los Angeles,
California
|
$374K
|
+$38.8K
|
+483
|
+12%
|
|
|
2024
|
Private Wealth Group
Tampa,
Florida
|
$373K
|
–
|
–
|
–
|
|
|
2025
|
LeConte Wealth Management
Maryville,
Tennessee
|
$372K
|
+$10.4K
|
+130
|
+3%
|
|
