|
2001
|
Waddell & Associates
Memphis,
Tennessee
|
$382K
|
-$2.26K
|
-10
|
-0.7%
|
|
|
2002
|
Hodges Capital Management
Dallas,
Texas
|
$382K
|
+$102K
|
+452
|
+45%
|
|
|
2003
|
Carlson Capital Management
Northfield,
Minnesota
|
$381K
|
-$8.6K
|
-38
|
-3%
|
|
|
2004
|
Frank Rimerman Advisors
Palo Alto,
California
|
$380K
|
–
|
–
|
–
|
|
|
2005
|
DC Investments Management
Mclean,
Virginia
|
$379K
|
–
|
–
|
–
|
|
|
2006
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$379K
|
-$642K
|
-2,835
|
-66%
|
|
|
2007
|
Aspire Capital Advisors
Seattle,
Washington
|
$377K
|
+$2.26K
|
+10
|
+0.7%
|
|
|
2008
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$376K
|
-$3.62K
|
-16
|
-1%
|
|
|
2009
|
Arvest Trust
Bartlesville,
Oklahoma
|
$375K
|
+$24K
|
+106
|
+8%
|
|
|
2010
|
Lodestar Private Asset Management
Alamo,
California
|
$374K
|
–
|
–
|
–
|
|
|
2011
|
CVA Family Office
Denver,
Colorado
|
$373K
|
–
|
–
|
–
|
|
|
2012
|
TCI Wealth Advisors
Tucson,
Arizona
|
$373K
|
-$5.43K
|
-24
|
-2%
|
|
|
2013
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$372K
|
+$320K
|
+1,412
|
New
|
|
|
2014
|
Beacon Financial Group
Dallas,
Texas
|
$371K
|
+$319K
|
+1,411
|
New
|
|
|
2015
|
Joel Isaacson & Co
New York
|
$371K
|
+$1.81K
|
+8
|
+0.6%
|
|
|
2016
|
Creative Financial Designs
Kokomo,
Indiana
|
$371K
|
+$8.37K
|
+37
|
+3%
|
|
|
2017
|
HoyleCohen
San Diego,
California
|
$371K
|
–
|
–
|
–
|
|
|
2018
|
Zhang Financial
Portage,
Michigan
|
$370K
|
+$318K
|
+1,406
|
New
|
|
|
2019
|
SPC Financial Inc
Rockville,
Maryland
|
$370K
|
+$226
|
+1
|
+0.1%
|
|
|
2020
|
Richard W. Paul & Associates
Novi,
Michigan
|
$368K
|
-$8.37K
|
-37
|
-3%
|
|
|
2021
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$368K
|
–
|
–
|
–
|
|
|
2022
|
Berkeley Capital Partners
Milton,
Georgia
|
$368K
|
+$2.49K
|
+11
|
+0.8%
|
|
|
2023
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$368K
|
+$19.7K
|
+87
|
+7%
|
|
|
2024
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$367K
|
-$78.3K
|
-346
|
-20%
|
|
|
2025
|
IFG Advisors
St. Louis,
Missouri
|
$366K
|
–
|
–
|
–
|
|
