|
2001
|
|
$383K
|
+$23.3K
|
+336
|
+6%
|
|
|
2002
|
Old National Bancorp
Evansville,
Indiana
|
$382K
|
+$382K
|
+5,504
|
New
|
|
|
2003
|
Inscription Capital
Houston,
Texas
|
$382K
|
-$265K
|
-3,810
|
-41%
|
|
|
2004
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$382K
|
-$3.82K
|
-55
|
-1%
|
|
|
2005
|
BCS Wealth Management
Johnson City,
Tennessee
|
$381K
|
+$31.1K
|
+448
|
+9%
|
|
|
2006
|
SFMG Wealth Advisors
Plano,
Texas
|
$381K
|
+$8.75K
|
+126
|
+2%
|
|
|
2007
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$381K
|
–
|
–
|
–
|
|
|
2008
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$380K
|
-$5.21K
|
-75
|
-1%
|
|
|
2009
|
West Family Investments
Carlsbad,
California
|
$379K
|
+$181K
|
+2,608
|
+91%
|
|
|
2010
|
Gemmer Asset Management
Walnut Creek,
California
|
$378K
|
-$24.3K
|
-350
|
-6%
|
|
|
2011
|
Private Management Group
Irvine,
California
|
$378K
|
+$25.2K
|
+363
|
+7%
|
|
|
2012
|
Chicago Capital
Chicago,
Illinois
|
$377K
|
+$4.86K
|
+70
|
+1%
|
|
|
2013
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$377K
|
+$1.04K
|
+15
|
+0.3%
|
|
|
2014
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$377K
|
-$6.95K
|
-100
|
-2%
|
|
|
2015
|
Drive Wealth Management
Lehi,
Utah
|
$376K
|
-$1.81K
|
-26
|
-0.5%
|
|
|
2016
|
Sanders Morris Harris
Houston,
Texas
|
$376K
|
–
|
–
|
–
|
|
|
2017
|
OneFund LLC
Saint Petersburg,
Florida
|
$375K
|
-$2.64K
|
-38
|
-0.7%
|
|
|
2018
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$375K
|
–
|
–
|
–
|
|
|
2019
|
Alteri Wealth
Westlake Village,
California
|
$375K
|
-$118K
|
-1,700
|
-24%
|
|
|
2020
|
Jag Capital Management
St Louis,
Missouri
|
$375K
|
–
|
–
|
–
|
|
|
2021
|
Waycross Partners
Louisville,
Kentucky
|
$374K
|
+$375K
|
+5,392
|
New
|
|
|
2022
|
Rogco LP
Claremore,
Oklahoma
|
$374K
|
+$53.5K
|
+770
|
+17%
|
|
|
2023
|
Northstar Advisory Group
Northfield,
New Jersey
|
$374K
|
–
|
–
|
–
|
|
|
2024
|
First American Bank
Dundee,
Illinois
|
$373K
|
+$7.78K
|
+112
|
+2%
|
|
|
2025
|
Putney Financial Group
San Rafael,
California
|
$373K
|
-$37K
|
-532
|
-9%
|
|
