|
2001
|
Ignite Planners
San Clemente,
California
|
$259K
|
+$1.58K
|
+9
|
+0.6%
|
|
|
2002
|
TD Asset Management
Toronto,
Ontario, Canada
|
$258K
|
+$17.5K
|
+100
|
+7%
|
|
|
2003
|
Aviance Capital Partners
Naples,
Florida
|
$258K
|
+$18.1K
|
+103
|
+7%
|
|
|
2004
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$258K
|
+$351
|
+2
|
+0.1%
|
|
|
2005
|
Goelzer Investment Management
Carmel,
Indiana
|
$257K
|
+$267K
|
+1,519
|
New
|
|
|
2006
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$255K
|
+$1.58K
|
+9
|
+0.6%
|
|
|
2007
|
Clarity Wealth Advisors
San Jose,
California
|
$255K
|
+$26.1K
|
+149
|
+11%
|
|
|
2008
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$254K
|
-$175K
|
-1,000
|
-40%
|
|
|
2009
|
Gimbal Financial
Carmel,
Indiana
|
$254K
|
–
|
–
|
–
|
|
|
2010
|
Portland Global Advisors
Portland,
Maine
|
$254K
|
–
|
–
|
–
|
|
|
2011
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$254K
|
+$263K
|
+1,498
|
New
|
|
|
2012
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$253K
|
-$5.09K
|
-29
|
-2%
|
|
|
2013
|
Morton Capital Management
Calabasas,
California
|
$252K
|
–
|
–
|
–
|
|
|
2014
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$252K
|
–
|
–
|
–
|
|
|
2015
|
Private Wealth Management Group
Princeton,
New Jersey
|
$251K
|
-$1.23K
|
-7
|
-0.5%
|
|
|
2016
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$251K
|
–
|
–
|
–
|
|
|
2017
|
JVL Associates
Wyoming,
Michigan
|
$251K
|
–
|
–
|
–
|
|
|
2018
|
Private Advisory Group
Redmond,
Washington
|
$249K
|
+$259K
|
+1,473
|
New
|
|
|
2019
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$249K
|
-$7.37K
|
-42
|
-3%
|
|
|
2020
|
First Interstate Bank
Billings,
Montana
|
$249K
|
+$37.6K
|
+214
|
+17%
|
|
|
2021
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$249K
|
+$1.23K
|
+7
|
+0.5%
|
|
|
2022
|
True North Advisors
Dallas,
Texas
|
$249K
|
-$101K
|
-576
|
-28%
|
|
|
2023
|
Redmond Asset Management
Henrico,
Virginia
|
$248K
|
-$7.02K
|
-40
|
-3%
|
|
|
2024
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$248K
|
–
|
–
|
–
|
|
|
2025
|
Truvestments Capital
Sarasota,
Florida
|
$247K
|
+$1.4K
|
+8
|
+0.6%
|
|
