|
2001
|
World Equity Group
Schaumburg,
Illinois
|
$2.01M
|
+$20.7K
|
+96
|
+1%
|
|
|
2002
|
InvesTrust
Oklahoma City,
Oklahoma
|
$2.01M
|
-$46.5K
|
-216
|
-3%
|
|
|
2003
|
Mendel Capital Management
Little Rock,
Arkansas
|
$2M
|
+$2.15K
|
+10
|
+0.1%
|
|
|
2004
|
|
$2M
|
+$4.3K
|
+20
|
+0.3%
|
|
|
2005
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$2M
|
+$71K
|
+330
|
+4%
|
|
|
2006
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.99M
|
-$25.4K
|
-118
|
-1%
|
|
|
2007
|
Algert Global
San Francisco,
California
|
$1.99M
|
-$22.4K
|
-104
|
-1%
|
|
|
2008
|
MRA Advisory Group
Parsippany,
New Jersey
|
$1.98M
|
+$1.12M
|
+5,215
|
+195%
|
|
|
2009
|
LFG Wealth Partners
Elizabethtown,
Kentucky
|
$1.98M
|
+$207K
|
+961
|
+14%
|
|
|
2010
|
MBL Wealth
Charlotte,
North Carolina
|
$1.98M
|
-$212K
|
-984
|
-11%
|
|
|
2011
|
Legacy Trust
Grand Rapids,
Michigan
|
$1.98M
|
-$68K
|
-316
|
-4%
|
|
|
2012
|
Westfield Capital Management
Boston,
Massachusetts
|
$1.98M
|
-$595K
|
-2,765
|
-26%
|
|
|
2013
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.97M
|
+$2.15K
|
+10
|
+0.1%
|
|
|
2014
|
TRB Wealth Management
Houston,
Texas
|
$1.97M
|
-$1.08M
|
-5,019
|
-39%
|
|
|
2015
|
Quest Investment Management
Lake Oswego,
Oregon
|
$1.97M
|
–
|
–
|
–
|
|
|
2016
|
Colonial Trust
Spartanburg,
South Carolina
|
$1.97M
|
-$376K
|
-1,749
|
-18%
|
|
|
2017
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$1.96M
|
+$43.2K
|
+201
|
+3%
|
|
|
2018
|
Redmond Asset Management
Henrico,
Virginia
|
$1.96M
|
-$53.6K
|
-249
|
-3%
|
|
|
2019
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.96M
|
+$12K
|
+56
|
+0.7%
|
|
|
2020
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$1.96M
|
-$32.3K
|
-150
|
-2%
|
|
|
2021
|
Coyle Financial Counsel
Glenview,
Illinois
|
$1.96M
|
+$22.6K
|
+105
|
+1%
|
|
|
2022
|
Serenity Investment Advisors
Chicago,
Illinois
|
$1.96M
|
+$4.09K
|
+19
|
+0.3%
|
|
|
2023
|
NCM Capital Management
Ramsey,
New Jersey
|
$1.96M
|
+$53.8K
|
+250
|
+3%
|
|
|
2024
|
Sprott Inc
Toronto,
Ontario, Canada
|
$1.95M
|
+$1.67M
|
+7,747
|
New
|
|
|
2025
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.95M
|
–
|
–
|
–
|
|
