|
2001
|
RVW Wealth
Los Angeles,
California
|
$666K
|
+$7.19K
|
+52
|
+1%
|
|
|
2002
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$666K
|
+$31.5K
|
+228
|
+5%
|
|
|
2003
|
AIA Investment Management
Singapore
|
$665K
|
+$706K
|
+5,103
|
New
|
|
|
2004
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$664K
|
-$22.8K
|
-165
|
-3%
|
|
|
2005
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$663K
|
+$21.7K
|
+157
|
+3%
|
|
|
2006
|
Horan Capital Management
Hunt Valley,
Maryland
|
$662K
|
+$48.4K
|
+350
|
+7%
|
|
|
2007
|
G&S Capital
Denver,
Colorado
|
$660K
|
+$2.35K
|
+17
|
+0.3%
|
|
|
2008
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$658K
|
+$27.7K
|
+200
|
+4%
|
|
|
2009
|
Highland Private Wealth Management
Bellevue,
Washington
|
$655K
|
+$9.4K
|
+68
|
+1%
|
|
|
2010
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$654K
|
–
|
–
|
–
|
|
|
2011
|
Hardy Reed
Tupelo,
Mississippi
|
$653K
|
–
|
–
|
–
|
|
|
2012
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$652K
|
-$2.63M
|
-19,000
|
-79%
|
|
|
2013
|
Verition Fund Management
Greenwich,
Connecticut
|
$652K
|
-$213K
|
-1,539
|
-24%
|
|
|
2014
|
Tiemann Investment Advisors
Menlo Park,
California
|
$652K
|
+$25.9K
|
+187
|
+4%
|
|
|
2015
|
Point View Wealth Management
Summit,
New Jersey
|
$651K
|
-$43.6K
|
-315
|
-6%
|
|
|
2016
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$650K
|
-$30.3K
|
-219
|
-4%
|
|
|
2017
|
Chelsea Counsel Company
Los Angeles,
California
|
$648K
|
-$346K
|
-2,500
|
-33%
|
|
|
2018
|
West Oak Capital
Westlake Village,
California
|
$648K
|
+$8.99K
|
+65
|
+1%
|
|
|
2019
|
Apriem Advisors
Irvine,
California
|
$647K
|
+$25.6K
|
+185
|
+4%
|
|
|
2020
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$645K
|
+$197K
|
+1,428
|
+41%
|
|
|
2021
|
Pacific Center for Financial Services
San Ramon,
California
|
$643K
|
+$13.8K
|
+100
|
+2%
|
|
|
2022
|
Valmark Advisers
Akron,
Ohio
|
$643K
|
+$24.2K
|
+175
|
+4%
|
|
|
2023
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$643K
|
+$685K
|
+4,951
|
New
|
|
|
2024
|
First Command Bank
Fort Worth,
Texas
|
$642K
|
–
|
–
|
–
|
|
|
2025
|
First Command Financial Services
Fort Worth,
Texas
|
$642K
|
–
|
–
|
–
|
|
