|
2001
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$489K
|
+$38.8K
|
+192
|
+9%
|
|
|
2002
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$488K
|
-$10.1K
|
-50
|
-2%
|
|
|
2003
|
Oxbow Advisors
Austin,
Texas
|
$486K
|
-$20.2K
|
-100
|
-4%
|
|
|
2004
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$485K
|
-$1.06M
|
-5,234
|
-68%
|
|
|
2005
|
West Paces Advisors
Atlanta,
Georgia
|
$484K
|
–
|
–
|
–
|
|
|
2006
|
Beaton Management Company
Haverhill,
Massachusetts
|
$484K
|
–
|
–
|
–
|
|
|
2007
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$483K
|
-$140K
|
-694
|
-22%
|
|
|
2008
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$482K
|
+$242K
|
+1,200
|
+100%
|
|
|
2009
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$482K
|
-$296K
|
-1,468
|
-38%
|
|
|
2010
|
Hikari Power
Tokyo,
Japan
|
$482K
|
+$90.8K
|
+450
|
+23%
|
|
|
2011
|
Hodges Capital Management
Dallas,
Texas
|
$480K
|
-$2.02K
|
-10
|
-0.4%
|
|
|
2012
|
Biechele Royce Advisors
Fishers,
Indiana
|
$480K
|
–
|
–
|
–
|
|
|
2013
|
United Bank (Virginia)
Vienna,
Virginia
|
$479K
|
–
|
–
|
–
|
|
|
2014
|
Millennium Management
New York
|
$477K
|
-$123M
|
-609,812
|
-100%
|
|
|
2015
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$476K
|
–
|
–
|
–
|
|
|
2016
|
CFO4Life Group
Coppell,
Texas
|
$474K
|
+$8.28K
|
+41
|
+2%
|
|
|
2017
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$474K
|
+$476K
|
+2,359
|
New
|
|
|
2018
|
Matrix Asset Advisors
White Plains,
New York
|
$472K
|
+$5.45K
|
+27
|
+1%
|
|
|
2019
|
WealthOne
Albany,
New York
|
$471K
|
-$52.5K
|
-260
|
-10%
|
|
|
2020
|
Darwin Wealth Management
Tampa,
Florida
|
$471K
|
+$25.6K
|
+127
|
+6%
|
|
|
2021
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$470K
|
+$4.64K
|
+23
|
+1%
|
|
|
2022
|
Garner Asset Management Corp
Plano,
Texas
|
$463K
|
-$60.6K
|
-300
|
-12%
|
|
|
2023
|
Matisse Capital
Portland,
Oregon
|
$463K
|
–
|
–
|
–
|
|
|
2024
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$460K
|
-$35.3K
|
-175
|
-7%
|
|
|
2025
|
Security National Trust
Wheeling,
West Virginia
|
$460K
|
-$4.04K
|
-20
|
-0.9%
|
|
