|
2001
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$392K
|
-$15.9K
|
-632
|
-4%
|
|
|
2002
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$392K
|
-$3.78K
|
-150
|
-0.9%
|
|
|
2003
|
North Dallas Bank & Trust
Dallas,
Texas
|
$390K
|
+$395K
|
+15,648
|
New
|
|
|
2004
|
Austin Private Wealth
Austin,
Texas
|
$389K
|
+$4.67K
|
+185
|
+1%
|
|
|
2005
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$389K
|
-$3.88K
|
-154
|
-1%
|
|
|
2006
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$389K
|
-$184K
|
-7,285
|
-32%
|
|
|
2007
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$388K
|
-$107K
|
-4,246
|
-21%
|
|
|
2008
|
Acorns Advisers
Irvine,
California
|
$388K
|
+$27.9K
|
+1,106
|
+8%
|
|
|
2009
|
Virtue Capital Management
Brentwood,
Tennessee
|
$387K
|
-$1.71M
|
-67,938
|
-82%
|
|
|
2010
|
Amarillo National Bank
Amarillo,
Texas
|
$386K
|
+$7.01K
|
+278
|
+2%
|
|
|
2011
|
SGL Investment Advisors
Missoula,
Montana
|
$385K
|
+$367K
|
+14,545
|
New
|
|
|
2012
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$385K
|
-$169K
|
-6,703
|
-30%
|
|
|
2013
|
|
$384K
|
+$389K
|
+15,434
|
New
|
|
|
2014
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$383K
|
–
|
–
|
–
|
|
|
2015
|
Aventura Private Wealth
Aventura,
Florida
|
$382K
|
+$19.7K
|
+781
|
+5%
|
|
|
2016
|
Curat Global
Springfield,
New Hampshire
|
$382K
|
-$509K
|
-20,195
|
-57%
|
|
|
2017
|
|
$382K
|
+$387K
|
+15,340
|
New
|
|
|
2018
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$382K
|
–
|
–
|
–
|
|
|
2019
|
Midland Wealth Advisors
Effingham,
Illinois
|
$381K
|
-$71.9K
|
-2,850
|
-16%
|
|
|
2020
|
Ames National Corp
Ames,
Iowa
|
$379K
|
-$23.7K
|
-939
|
-6%
|
|
|
2021
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$379K
|
+$35.5K
|
+1,406
|
+10%
|
|
|
2022
|
Coordinated Financial Services
Denver,
Colorado
|
$379K
|
+$86.2K
|
+3,417
|
+29%
|
|
|
2023
|
Renasant Bank
Tupelo,
Mississippi
|
$379K
|
-$773K
|
-30,667
|
-67%
|
|
|
2024
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$378K
|
+$90.5K
|
+3,588
|
+31%
|
|
|
2025
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$378K
|
-$113K
|
-4,468
|
-23%
|
|
