|
2001
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$391K
|
–
|
–
|
–
|
|
|
2002
|
Insight Advisors
Newtown,
Pennsylvania
|
$390K
|
-$6.2K
|
-40
|
-2%
|
|
|
2003
|
SimplyRich
Carlsbad,
California
|
$389K
|
–
|
–
|
–
|
|
|
2004
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$388K
|
+$43.2K
|
+279
|
+13%
|
|
|
2005
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$387K
|
-$70K
|
-452
|
-16%
|
|
|
2006
|
Harvest Fund Management
Beijing,
China
|
$386K
|
+$58.4K
|
+377
|
+19%
|
|
|
2007
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$385K
|
-$23.2K
|
-150
|
-6%
|
|
|
2008
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$384K
|
–
|
–
|
–
|
|
|
2009
|
Summit Asset Management
Memphis,
Tennessee
|
$384K
|
+$310
|
+2
|
+0.1%
|
|
|
2010
|
Nelson Capital Management
Menlo Park,
California
|
$383K
|
+$105K
|
+678
|
+40%
|
|
|
2011
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$383K
|
-$47.9K
|
-309
|
-11%
|
|
|
2012
|
Laidlaw Wealth Management
New York City,
New York
|
$383K
|
+$59K
|
+381
|
+19%
|
|
|
2013
|
Hilltop National Bank
Casper,
Wyoming
|
$382K
|
-$45.2K
|
-292
|
-11%
|
|
|
2014
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$381K
|
-$54.2K
|
-350
|
-13%
|
|
|
2015
|
Bravera Wealth
Bismarck,
North Dakota
|
$381K
|
+$368K
|
+2,376
|
New
|
|
|
2016
|
Liberty Wealth Management
Oakland,
California
|
$380K
|
+$22.3K
|
+144
|
+6%
|
|
|
2017
|
Riverstone Advisors
New Braunfels,
Texas
|
$380K
|
+$41.7K
|
+269
|
+13%
|
|
|
2018
|
Invariant Investment Management
Camp Hill,
Pennsylvania
|
$379K
|
+$361K
|
+2,333
|
New
|
|
|
2019
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$379K
|
-$51.9K
|
-335
|
-12%
|
|
|
2020
|
Fielder Capital Group
Nashville,
Tennessee
|
$379K
|
-$74.1K
|
-478
|
-17%
|
|
|
2021
|
Golden State Wealth Management
Santa Ana,
California
|
$377K
|
+$6.04K
|
+39
|
+2%
|
|
|
2022
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$377K
|
-$19.4K
|
-125
|
-5%
|
|
|
2023
|
Waller Financial Planning Group
Columbus,
Ohio
|
$377K
|
–
|
–
|
–
|
|
|
2024
|
Sutton Place Investors
Katonah,
New York
|
$377K
|
-$8.99K
|
-58
|
-2%
|
|
|
2025
|
Drum Hill Capital
Westport,
Connecticut
|
$376K
|
–
|
–
|
–
|
|
