|
2001
|
Bangor Savings Bank
Bangor,
Maine
|
US$ 786 mil
|
-US$ 18,4 mil
|
-209
|
-2%
|
|
|
2002
|
Welch Group
Birmingham,
Alabama
|
US$ 785 mil
|
+US$ 4,58 mil
|
+52
|
+0,5%
|
|
|
2003
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
US$ 784 mil
|
+US$ 236 mil
|
+2.684
|
+37%
|
|
|
2004
|
Steele Capital Management
Dubuque,
Iowa
|
US$ 782 mil
|
-US$ 44 mil
|
-500
|
-4%
|
|
|
2005
|
Capstone Capital Management
Hong Kong,
|
US$ 782 mil
|
+US$ 964 mil
|
+10.948
|
Nova
|
|
|
2006
|
Cypress Asset Management
Houston,
Texas
|
US$ 781 mil
|
-US$ 967 mil
|
-10.980
|
-50%
|
|
|
2007
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
US$ 780 mil
|
–
|
–
|
–
|
|
|
2008
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
US$ 778 mil
|
-US$ 17,9 mil
|
-203
|
-2%
|
|
|
2009
|
Clarity Wealth Advisors
San Jose,
California
|
US$ 778 mil
|
+US$ 26,1 mil
|
+296
|
+3%
|
|
|
2010
|
Virtue Capital Management
Brentwood,
Tennessee
|
US$ 778 mil
|
+US$ 166 mil
|
+1.881
|
+21%
|
|
|
2011
|
ViaWealth
Leawood,
Kansas
|
US$ 776 mil
|
+US$ 15,9 mil
|
+180
|
+2%
|
|
|
2012
|
Oxford Wealth Group
Orlando,
Florida
|
US$ 774 mil
|
+US$ 9,9 mil
|
+112
|
+1%
|
|
|
2013
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
US$ 772 mil
|
-US$ 74,6 mil
|
-847
|
-7%
|
|
|
2014
|
Sargent Investment Group
Bethesda,
Maryland
|
US$ 772 mil
|
+US$ 390 mil
|
+4.433
|
+70%
|
|
|
2015
|
Evansbrook
Bolingbrook,
Illinois
|
US$ 771 mil
|
+US$ 8,81 mil
|
+100
|
+0,9%
|
|
|
2016
|
Monument Capital Management
Alexandria,
Virginia
|
US$ 768 mil
|
-US$ 38,3 mil
|
-435
|
-4%
|
|
|
2017
|
Persium Advisors
Atlanta,
Georgia
|
US$ 765 mil
|
+US$ 116 mil
|
+1.313
|
+14%
|
|
|
2018
|
First Bank & Trust
Brookings,
South Dakota
|
US$ 763 mil
|
-US$ 201 mil
|
-2.281
|
-18%
|
|
|
2019
|
McDonough Capital Management
Orlando,
Florida
|
US$ 763 mil
|
-US$ 71,5 mil
|
-812
|
-7%
|
|
|
2020
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
US$ 763 mil
|
-US$ 197 mil
|
-2.237
|
-17%
|
|
|
2021
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
US$ 763 mil
|
+US$ 7,04 mil
|
+80
|
+0,8%
|
|
|
2022
|
Wilian Securities
Vadnais Heights,
Minnesota
|
US$ 762 mil
|
+US$ 476 mil
|
+5.404
|
+102%
|
|
|
2023
|
Canopy Partners
Cincinnati,
Ohio
|
US$ 762 mil
|
-US$ 19,2 mil
|
-218
|
-2%
|
|
|
2024
|
Coign Capital Advisors
Draper,
Utah
|
US$ 761 mil
|
-US$ 11,4 mil
|
-129
|
-1%
|
|
|
2025
|
Oder Investment Management
Woodland Hills,
California
|
US$ 760 mil
|
+US$ 24,7 mil
|
+280
|
+3%
|
|
