|
2001
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$795K
|
–
|
–
|
–
|
|
|
2002
|
Kesler Norman & Wride
Ogden,
Utah
|
$795K
|
+$14.6K
|
+90
|
+2%
|
|
|
2003
|
Beta Wealth Group
San Diego,
California
|
$794K
|
+$244K
|
+1,500
|
+38%
|
|
|
2004
|
Evanson Asset Management
Carmel,
California
|
$794K
|
+$69.4K
|
+427
|
+9%
|
|
|
2005
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$793K
|
+$9.1K
|
+56
|
+1%
|
|
|
2006
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$792K
|
-$43.1K
|
-265
|
-5%
|
|
|
2007
|
Register Financial Advisors
Atlanta,
Georgia
|
$792K
|
-$3.9K
|
-24
|
-0.4%
|
|
|
2008
|
Boyd Wealth Management
Sacramento,
California
|
$788K
|
+$3.09K
|
+19
|
+0.4%
|
|
|
2009
|
|
$787K
|
+$1.63K
|
+10
|
+0.2%
|
|
|
2010
|
Clarity Wealth Advisors
San Jose,
California
|
$786K
|
+$159K
|
+977
|
+22%
|
|
|
2011
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$785K
|
-$3.58K
|
-22
|
-0.4%
|
|
|
2012
|
Creative Financial Designs
Kokomo,
Indiana
|
$783K
|
-$123K
|
-754
|
-12%
|
|
|
2013
|
Prentice Wealth Management
Rochester,
New York
|
$783K
|
+$12.4K
|
+76
|
+1%
|
|
|
2014
|
Brucke Financial
Indianapolis,
Indiana
|
$781K
|
+$163K
|
+1,005
|
+23%
|
|
|
2015
|
Silver Oak Securities
Jackson,
Tennessee
|
$781K
|
-$170K
|
-1,044
|
-16%
|
|
|
2016
|
FourThought Financial Partners
Venice,
Florida
|
$779K
|
+$143K
|
+879
|
+20%
|
|
|
2017
|
NWF Advisory Services
Los Angeles,
California
|
$778K
|
+$362K
|
+2,224
|
+73%
|
|
|
2018
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$777K
|
-$27M
|
-166,146
|
-97%
|
|
|
2019
|
American Assets Inc
San Diego,
California
|
$776K
|
+$6.83M
|
+42,000
|
+1,400%
|
|
|
2020
|
Novare Capital Management
Charlotte,
North Carolina
|
$776K
|
+$23.4K
|
+144
|
+3%
|
|
|
2021
|
Gladius Capital Management
Chicago,
Illinois
|
$774K
|
+$855K
|
+5,262
|
New
|
|
|
2022
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$772K
|
–
|
–
|
–
|
|
|
2023
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$770K
|
-$1.63K
|
-10
|
-0.2%
|
|
|
2024
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$770K
|
-$60.3K
|
-371
|
-7%
|
|
|
2025
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$769K
|
-$39.8K
|
-245
|
-4%
|
|
