|
2001
|
Capital City Trust
Tallahassee,
Florida
|
$579K
|
–
|
–
|
–
|
|
|
2002
|
Drive Wealth Management
Lehi,
Utah
|
$578K
|
-$823
|
-2
|
-0.1%
|
|
|
2003
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$578K
|
–
|
–
|
–
|
|
|
2004
|
Members Trust
Tampa,
Florida
|
$576K
|
-$411
|
-1
|
-0.1%
|
|
|
2005
|
WT Wealth Management
Scottsdale,
Arizona
|
$575K
|
-$52.7K
|
-128
|
-8%
|
|
|
2006
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$573K
|
+$439K
|
+1,068
|
+241%
|
|
|
2007
|
Heron Financial Group
New York
|
$571K
|
-$214K
|
-520
|
-26%
|
|
|
2008
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$571K
|
-$30.9K
|
-75
|
-5%
|
|
|
2009
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$571K
|
+$30.9K
|
+75
|
+5%
|
|
|
2010
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$570K
|
+$201K
|
+488
|
+49%
|
|
|
2011
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$569K
|
-$411K
|
-1,000
|
-40%
|
|
|
2012
|
United Bank (Virginia)
Vienna,
Virginia
|
$568K
|
+$207K
|
+503
|
+51%
|
|
|
2013
|
Quantinno Capital Management
New York
|
$567K
|
-$31.7K
|
-77
|
-5%
|
|
|
2014
|
Tocqueville Asset Management
New York
|
$563K
|
+$411
|
+1
|
+0.1%
|
|
|
2015
|
FourThought Financial
Venice,
Florida
|
$563K
|
+$52.2K
|
+127
|
+9%
|
|
|
2016
|
Plimoth Trust
Plymouth,
Massachusetts
|
$562K
|
-$61.3K
|
-149
|
-9%
|
|
|
2017
|
Inscription Capital
Houston,
Texas
|
$562K
|
+$610K
|
+1,483
|
New
|
|
|
2018
|
Tradition Wealth Management
Edina,
Minnesota
|
$561K
|
+$71.2K
|
+173
|
+13%
|
|
|
2019
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$557K
|
-$22.2K
|
-54
|
-4%
|
|
|
2020
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$556K
|
-$22.2K
|
-54
|
-4%
|
|
|
2021
|
Shearwater Capital
Denver,
Colorado
|
$553K
|
–
|
–
|
–
|
|
|
2022
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$552K
|
+$224K
|
+544
|
+60%
|
|
|
2023
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$551K
|
-$105K
|
-255
|
-15%
|
|
|
2024
|
Planned Solutions
Folsom,
California
|
$549K
|
+$411
|
+1
|
+0.1%
|
|
|
2025
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$549K
|
+$823
|
+2
|
+0.1%
|
|
