|
2001
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$612K
|
-$24.4K
|
-50
|
-4%
|
|
|
2002
|
Gladius Capital Management
Chicago,
Illinois
|
$611K
|
-$1.83M
|
-3,743
|
-74%
|
|
|
2003
|
Nomura Holdings
Tokyo,
Japan
|
$611K
|
-$4.54M
|
-9,281
|
-88%
|
|
|
2004
|
Heritage Financial Services
Westwood,
Massachusetts
|
$611K
|
+$145K
|
+296
|
+28%
|
|
|
2005
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$610K
|
-$44.5K
|
-91
|
-6%
|
|
|
2006
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$609K
|
+$3.42K
|
+7
|
+0.5%
|
|
|
2007
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$609K
|
+$652K
|
+1,335
|
New
|
|
|
2008
|
Peterson Wealth Advisors
Orem,
Utah
|
$608K
|
-$8.31K
|
-17
|
-1%
|
|
|
2009
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$608K
|
+$14.7K
|
+30
|
+2%
|
|
|
2010
|
Sharper & Granite
El Segundo,
California
|
$608K
|
+$651K
|
+1,332
|
New
|
|
|
2011
|
Alpha Financial Partners
Lexington,
Kentucky
|
$608K
|
+$651K
|
+1,332
|
New
|
|
|
2012
|
Synergy Financial Group
San Ramon,
California
|
$608K
|
-$40.6K
|
-83
|
-6%
|
|
|
2013
|
Sompo Asset Management
Tokyo,
Japan
|
$607K
|
-$48.9K
|
-100
|
-7%
|
|
|
2014
|
Helen Stephens Group
Fort Worth,
Texas
|
$607K
|
–
|
–
|
–
|
|
|
2015
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$605K
|
+$108K
|
+221
|
+21%
|
|
|
2016
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$604K
|
-$97.7K
|
-200
|
-13%
|
|
|
2017
|
Hohimer Wealth Management
Seattle,
Washington
|
$604K
|
-$2.69M
|
-5,500
|
-81%
|
|
|
2018
|
Tevis Investment Management
Plano,
Texas
|
$602K
|
-$3.42K
|
-7
|
-0.5%
|
|
|
2019
|
Matisse Capital
Portland,
Oregon
|
$602K
|
+$644K
|
+1,318
|
New
|
|
|
2020
|
Oxbow Advisors
Austin,
Texas
|
$601K
|
-$171K
|
-350
|
-21%
|
|
|
2021
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$600K
|
+$2.44K
|
+5
|
+0.4%
|
|
|
2022
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$599K
|
+$1.96K
|
+4
|
+0.3%
|
|
|
2023
|
Profit Investment Management
North Bethesda,
Maryland
|
$598K
|
–
|
–
|
–
|
|
|
2024
|
1776 Wealth
Atlanta,
Georgia
|
$598K
|
+$16.6K
|
+34
|
+3%
|
|
|
2025
|
Five Oceans Advisors
Santa Monica,
California
|
$597K
|
-$23K
|
-47
|
-3%
|
|
