|
2001
|
Community Trust & Investment
Versailles,
Kentucky
|
$235K
|
+$214K
|
+981
|
New
|
|
|
2002
|
Hills Bank & Trust
North Liberty,
Iowa
|
$235K
|
-$5.66K
|
-26
|
-3%
|
|
|
2003
|
Financial Perspectives
Minneapolis,
Minnesota
|
$235K
|
–
|
–
|
–
|
|
|
2004
|
Verition Fund Management
Greenwich,
Connecticut
|
$235K
|
-$2.46M
|
-11,284
|
-92%
|
|
|
2005
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$234K
|
+$435
|
+2
|
+0.2%
|
|
|
2006
|
Rede Wealth
Charlottesville,
Virginia
|
$234K
|
+$212K
|
+975
|
New
|
|
|
2007
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$234K
|
+$212K
|
+975
|
New
|
|
|
2008
|
Crown Wealth Group
Charlotte,
North Carolina
|
$232K
|
+$211K
|
+970
|
New
|
|
|
2009
|
MGO Private Wealth
Irvine,
California
|
$232K
|
+$211K
|
+969
|
New
|
|
|
2010
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$232K
|
+$203K
|
+931
|
New
|
|
|
2011
|
Calton & Associates
Tampa,
Florida
|
$231K
|
+$210K
|
+966
|
New
|
|
|
2012
|
First National Bank of Omaha
Omaha,
Nebraska
|
$231K
|
+$209K
|
+962
|
New
|
|
|
2013
|
Wedge Capital Management
Charlotte,
North Carolina
|
$231K
|
+$210K
|
+963
|
New
|
|
|
2014
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$231K
|
+$210K
|
+965
|
New
|
|
|
2015
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$230K
|
-$16.3K
|
-75
|
-7%
|
|
|
2016
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$229K
|
+$209K
|
+958
|
New
|
|
|
2017
|
Castleview Partners
Dallas,
Texas
|
$229K
|
-$4.35K
|
-20
|
-2%
|
|
|
2018
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$228K
|
+$207K
|
+953
|
New
|
|
|
2019
|
PGIM Custom Harvest
Newark,
New Jersey
|
$228K
|
+$207K
|
+953
|
New
|
|
|
2020
|
Eclectic Associates
Fullerton,
California
|
$228K
|
-$59.4K
|
-273
|
-22%
|
|
|
2021
|
Abbot Financial Management
Andover,
Massachusetts
|
$228K
|
+$207K
|
+950
|
New
|
|
|
2022
|
Sterling Financial Planning
Sparta,
New Jersey
|
$228K
|
+$207K
|
+950
|
New
|
|
|
2023
|
Apexium Financial
Dallas,
Texas
|
$226K
|
+$206K
|
+944
|
New
|
|
|
2024
|
Secure Asset Management
Troy,
Michigan
|
$226K
|
+$205K
|
+942
|
New
|
|
|
2025
|
Purus Wealth Management
Newport Beach,
California
|
$225K
|
+$204K
|
+939
|
New
|
|
