|
2001
|
First Western Trust Bank
Denver,
Colorado
|
$886K
|
-$29K
|
-115
|
-4%
|
|
|
2002
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$886K
|
+$94.7K
|
+376
|
+14%
|
|
|
2003
|
Stokes Family Office
New Orleans,
Louisiana
|
$885K
|
-$211K
|
-836
|
-21%
|
|
|
2004
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$885K
|
+$504
|
+2
|
+0%
|
|
|
2005
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$885K
|
-$17.1K
|
-68
|
-2%
|
|
|
2006
|
Titleist Asset Management
San Antonio,
Texas
|
$885K
|
+$101K
|
+399
|
+15%
|
|
|
2007
|
Allred Capital Management
Dallas,
Texas
|
$885K
|
-$1.01K
|
-4
|
-0.1%
|
|
|
2008
|
Sittner & Nelson
Eugene,
Oregon
|
$885K
|
+$25.2K
|
+100
|
+3%
|
|
|
2009
|
Cromwell Holdings
Jackson,
Wyoming
|
$882K
|
+$98.8K
|
+392
|
+14%
|
|
|
2010
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$882K
|
+$208K
|
+824
|
+36%
|
|
|
2011
|
MV Capital Management
Bethesda,
Maryland
|
$882K
|
+$4.03K
|
+16
|
+0.5%
|
|
|
2012
|
Country Trust Bank
Bloomington,
Illinois
|
$881K
|
-$14.6K
|
-58
|
-2%
|
|
|
2013
|
Nemes Rush Group
Novi,
Michigan
|
$880K
|
+$5.29K
|
+21
|
+0.7%
|
|
|
2014
|
Advance Capital Management
Southfield,
Michigan
|
$879K
|
+$118K
|
+470
|
+18%
|
|
|
2015
|
Center for Financial Planning
Southfied,
Michigan
|
$879K
|
-$5.79K
|
-23
|
-0.7%
|
|
|
2016
|
First Command Advisory Services
Fort Worth,
Texas
|
$878K
|
-$88.2K
|
-350
|
-10%
|
|
|
2017
|
LVZ Inc
Holland,
Michigan
|
$877K
|
+$27K
|
+107
|
+4%
|
|
|
2018
|
Financial Management Network
Mission Viejo,
California
|
$877K
|
+$307K
|
+1,217
|
+42%
|
|
|
2019
|
Umpqua Bank
Lake Oswego,
Oregon
|
$876K
|
+$9.07K
|
+36
|
+1%
|
|
|
2020
|
SYM Financial Corp
Winona Lake,
Indiana
|
$872K
|
+$21.4K
|
+85
|
+3%
|
|
|
2021
|
Keebeck Wealth Management
Chicago,
Illinois
|
$871K
|
+$93.2K
|
+370
|
+14%
|
|
|
2022
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$871K
|
+$12.8K
|
+51
|
+2%
|
|
|
2023
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$869K
|
-$81.1K
|
-322
|
-9%
|
|
|
2024
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$868K
|
+$504
|
+2
|
+0.1%
|
|
|
2025
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$868K
|
+$13.4K
|
+53
|
+2%
|
|
