|
2001
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
$144K
|
+$730
|
+3
|
+0.5%
|
|
|
2002
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$143K
|
+$151K
|
+620
|
New
|
|
|
2003
|
United Community Bank
Greenville,
South Carolina
|
$143K
|
+$150K
|
+616
|
New
|
|
|
2004
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$142K
|
–
|
–
|
–
|
|
|
2005
|
Bellevue Asset Management
Bellevue,
Washington
|
$139K
|
-$2.43K
|
-10
|
-2%
|
|
|
2006
|
Aquatic Capital Management
Chicago,
Illinois
|
$139K
|
+$146K
|
+600
|
New
|
|
|
2007
|
Focused Wealth Management
Newburgh,
New York
|
$137K
|
+$3.65K
|
+15
|
+3%
|
|
|
2008
|
First Command Bank
Fort Worth,
Texas
|
$131K
|
–
|
–
|
–
|
|
|
2009
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$130K
|
–
|
–
|
–
|
|
|
2010
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$129K
|
+$21.6K
|
+89
|
+19%
|
|
|
2011
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$127K
|
+$133K
|
+546
|
New
|
|
|
2012
|
Orion Capital Management
Coronado,
California
|
$125K
|
–
|
–
|
–
|
|
|
2013
|
Eukles Asset Management
Cincinnati,
Ohio
|
$124K
|
–
|
–
|
–
|
|
|
2014
|
State of Wyoming
Cheyenne,
Wyoming
|
$122K
|
-$158K
|
-649
|
-55%
|
|
|
2015
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$122K
|
–
|
–
|
–
|
|
|
2016
|
Hudock Inc
Williamsport,
Pennsylvania
|
$121K
|
-$6.57K
|
-27
|
-5%
|
|
|
2017
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$119K
|
+$125K
|
+515
|
New
|
|
|
2018
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$119K
|
+$125K
|
+514
|
New
|
|
|
2019
|
Accel Wealth Management
Waverly,
Iowa
|
$117K
|
-$49.4K
|
-203
|
-29%
|
|
|
2020
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$117K
|
+$123K
|
+505
|
New
|
|
|
2021
|
Pacific Center for Financial Services
San Ramon,
California
|
$116K
|
-$1.37M
|
-5,644
|
-92%
|
|
|
2022
|
Islay Capital Management
Lubbock,
Texas
|
$116K
|
–
|
–
|
–
|
|
|
2023
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$115K
|
–
|
–
|
–
|
|
|
2024
|
NuWave Investment Management
Parsippany,
New Jersey
|
$113K
|
-$1.06M
|
-4,371
|
-90%
|
|
|
2025
|
First Command Financial Services
Fort Worth,
Texas
|
$113K
|
-$20.7K
|
-85
|
-15%
|
|
