|
2001
|
Norway Savings Bank
Portland,
Maine
|
$3.42M
|
+$165K
|
+1,435
|
+5%
|
|
|
2002
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$3.42M
|
+$111K
|
+968
|
+4%
|
|
|
2003
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.41M
|
-$1.37M
|
-11,868
|
-29%
|
|
|
2004
|
WBH Advisory
Baltimore,
Maryland
|
$3.41M
|
-$23.9K
|
-208
|
-0.7%
|
|
|
2005
|
Evergreen Wealth Management
Williamston,
Michigan
|
$3.4M
|
-$143K
|
-1,240
|
-4%
|
|
|
2006
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.4M
|
+$122K
|
+1,064
|
+4%
|
|
|
2007
|
Dearborn Partners
Chicago,
Illinois
|
$3.4M
|
-$345
|
-3
|
-0%
|
|
|
2008
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$3.39M
|
+$51.8K
|
+450
|
+2%
|
|
|
2009
|
Peninsula Asset Management
Bradenton,
Florida
|
$3.39M
|
-$43.7K
|
-380
|
-1%
|
|
|
2010
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.38M
|
-$72.2K
|
-627
|
-2%
|
|
|
2011
|
Country Club Bank
Kansas City,
Missouri
|
$3.37M
|
-$49.5K
|
-430
|
-1%
|
|
|
2012
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$3.36M
|
+$101K
|
+876
|
+3%
|
|
|
2013
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$3.36M
|
-$41.4K
|
-360
|
-1%
|
|
|
2014
|
Icon Wealth Partners
Houston,
Texas
|
$3.35M
|
-$224K
|
-1,950
|
-7%
|
|
|
2015
|
Rational Advisors
Huntington,
New York
|
$3.35M
|
-$79.2K
|
-688
|
-2%
|
|
|
2016
|
Wintrust Investments
Chicago,
Illinois
|
$3.35M
|
+$84.5K
|
+734
|
+3%
|
|
|
2017
|
West Family Investments
Carlsbad,
California
|
$3.33M
|
+$91.3K
|
+793
|
+3%
|
|
|
2018
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$3.32M
|
+$2.08M
|
+18,082
|
+187%
|
|
|
2019
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$3.32M
|
-$1.84K
|
-16
|
-0.1%
|
|
|
2020
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$3.32M
|
-$56.4K
|
-490
|
-2%
|
|
|
2021
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$3.31M
|
–
|
–
|
–
|
|
|
2022
|
|
$3.31M
|
-$36.4K
|
-316
|
-1%
|
|
|
2023
|
Aries Wealth Management
Portland,
Maine
|
$3.3M
|
-$31.1K
|
-270
|
-1%
|
|
|
2024
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$3.29M
|
+$3.17M
|
+27,510
|
New
|
|
|
2025
|
Bank OZK
Little Rock,
Arkansas
|
$3.29M
|
-$382K
|
-3,318
|
-11%
|
|
