|
2001
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$3.66K
|
+$2.02K
|
+19
|
+136%
|
|
|
2002
|
Country Trust Bank
Bloomington,
Illinois
|
$3.66K
|
+$3.51K
|
+33
|
New
|
|
|
2003
|
Anfield Capital Management
Irvine,
California
|
$3.55K
|
–
|
–
|
–
|
|
|
2004
|
Parkworth Wealth Management
Los Gatos,
California
|
$3.44K
|
+$1.38K
|
+13
|
+72%
|
|
|
2005
|
Delos Wealth Advisors
Dallas,
Texas
|
$3.33K
|
+$3.19K
|
+30
|
New
|
|
|
2006
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.25K
|
+$3.09K
|
+29
|
New
|
|
|
2007
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.02K
|
+$2.87K
|
+27
|
New
|
|
|
2008
|
MASECO Private Wealth
London,
|
$3.01K
|
+$2.87K
|
+27
|
New
|
|
|
2009
|
Briaud Financial Planning
College Station,
Texas
|
$3K
|
+$3.19K
|
+30
|
New
|
|
|
2010
|
Bellwether Advisors
Lincoln,
Nebraska
|
$2.77K
|
–
|
–
|
–
|
|
|
2011
|
IFS Advisors
Overland Park,
Kansas
|
$2.68K
|
+$106
|
+1
|
+4%
|
|
|
2012
|
LGT Financial Advisors
Dallas,
Texas
|
$2.35K
|
+$2.23K
|
+21
|
New
|
|
|
2013
|
PayPay Securities
Tokyo,
Japan
|
$2.33K
|
+$106
|
+1
|
+5%
|
|
|
2014
|
First Command Advisory Services
Fort Worth,
Texas
|
$2.11K
|
-$2.98K
|
-28
|
-60%
|
|
|
2015
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$2.11K
|
–
|
–
|
–
|
|
|
2016
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
2017
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$1.66K
|
–
|
–
|
–
|
|
|
2018
|
|
$1.41K
|
–
|
–
|
–
|
|
|
2019
|
Frazier Financial Advisors
Columbus,
Ohio
|
$1.34K
|
–
|
–
|
–
|
|
|
2020
|
Coastline Trust
Providence,
Rhode Island
|
$1.11K
|
–
|
–
|
–
|
|
|
2021
|
J. Safra Asset Management
New York
|
$1.11K
|
+$106
|
+1
|
+11%
|
|
|
2022
|
Aventus Investment Advisors
Naples,
Florida
|
$1.11K
|
+$1.06K
|
+10
|
New
|
|
|
2023
|
Mizuho Securities
Tokyo,
Japan
|
$1.11K
|
+$1.06K
|
+10
|
New
|
|
|
2024
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$887
|
+$851
|
+8
|
New
|
|
|
2025
|
High Note Wealth
Deephaven,
Minnesota
|
$443
|
–
|
–
|
–
|
|
