|
2001
|
Zions Bancorporation
Salt Lake City,
Utah
|
$625K
|
-$17.4K
|
-34
|
-3%
|
|
|
2002
|
Legacy Private Trust
Neenah,
Wisconsin
|
$625K
|
–
|
–
|
–
|
|
|
2003
|
Royal Fund Management
Lady Lake,
Florida
|
$625K
|
+$32.3K
|
+63
|
+6%
|
|
|
2004
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$624K
|
-$510K
|
-995
|
-47%
|
|
|
2005
|
Aristotle Capital Management
Los Angeles,
California
|
$624K
|
–
|
–
|
–
|
|
|
2006
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$623K
|
-$136K
|
-265
|
-19%
|
|
|
2007
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$623K
|
+$562K
|
+1,097
|
New
|
|
|
2008
|
Wealth Alliance
Mellville,
New York
|
$622K
|
-$31.2K
|
-61
|
-5%
|
|
|
2009
|
Advisory Services & Investments
Bend,
Oregon
|
$622K
|
–
|
–
|
–
|
|
|
2010
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$622K
|
–
|
–
|
–
|
|
|
2011
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$621K
|
–
|
–
|
–
|
|
|
2012
|
Summit Asset Management
Memphis,
Tennessee
|
$621K
|
+$32.3K
|
+63
|
+6%
|
|
|
2013
|
ICICI Prudential Asset Management
Mumbai,
India
|
$619K
|
+$558K
|
+1,090
|
New
|
|
|
2014
|
West Paces Advisors
Atlanta,
Georgia
|
$618K
|
-$11.8K
|
-23
|
-2%
|
|
|
2015
|
Successful Portfolios
Clearwater,
Florida
|
$618K
|
+$27.7K
|
+54
|
+5%
|
|
|
2016
|
Pluribus Labs
Mill Valley,
California
|
$618K
|
+$557K
|
+1,088
|
New
|
|
|
2017
|
Eagle Global Advisors
Houston,
Texas
|
$615K
|
-$2.56K
|
-5
|
-0.5%
|
|
|
2018
|
Sterling Financial Planning
Sparta,
New Jersey
|
$615K
|
–
|
–
|
–
|
|
|
2019
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$614K
|
–
|
–
|
–
|
|
|
2020
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$612K
|
+$512
|
+1
|
+0.1%
|
|
|
2021
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$612K
|
+$48.1K
|
+94
|
+10%
|
|
|
2022
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$611K
|
-$123K
|
-240
|
-18%
|
|
|
2023
|
Keel Point
Huntsville,
Alabama
|
$608K
|
-$118K
|
-231
|
-18%
|
|
|
2024
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$606K
|
-$23K
|
-45
|
-4%
|
|
|
2025
|
Raub Brock Capital Management
Larkspur,
California
|
$605K
|
–
|
–
|
–
|
|
