|
2001
|
Chevy Chase Trust
Bethesda,
Maryland
|
$357K
|
-$221K
|
-3,360
|
-41%
|
|
|
2002
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$357K
|
–
|
–
|
–
|
|
|
2003
|
First Interstate Bank
Billings,
Montana
|
$357K
|
+$39.9K
|
+606
|
+14%
|
|
|
2004
|
Welch & Forbes
Boston,
Massachusetts
|
$356K
|
-$147K
|
-2,232
|
-31%
|
|
|
2005
|
Briaud Financial Planning
College Station,
Texas
|
$355K
|
–
|
–
|
–
|
|
|
2006
|
Sulzberger Capital Advisors
Miami,
Florida
|
$354K
|
-$18.2K
|
-276
|
-5%
|
|
|
2007
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$354K
|
–
|
–
|
–
|
|
|
2008
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$354K
|
-$15.4K
|
-234
|
-5%
|
|
|
2009
|
49 Wealth Management
Austin,
Texas
|
$354K
|
-$56.9K
|
-864
|
-15%
|
|
|
2010
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$353K
|
-$76.6K
|
-1,164
|
-19%
|
|
|
2011
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$353K
|
–
|
–
|
–
|
|
|
2012
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$353K
|
-$143K
|
-2,166
|
-31%
|
|
|
2013
|
Matisse Capital
Portland,
Oregon
|
$352K
|
–
|
–
|
–
|
|
|
2014
|
FSA Advisors
Troy,
Michigan
|
$352K
|
-$399K
|
-6,060
|
-56%
|
|
|
2015
|
Alaethes Wealth
Glenbrook,
Nevada
|
$352K
|
–
|
–
|
–
|
|
|
2016
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$351K
|
–
|
–
|
–
|
|
|
2017
|
Waterloo Capital
Austin,
Texas
|
$351K
|
-$693K
|
-10,530
|
-69%
|
|
|
2018
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$349K
|
–
|
–
|
–
|
|
|
2019
|
IRON Financial
Northbrook,
Illinois
|
$349K
|
–
|
–
|
–
|
|
|
2020
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$349K
|
-$5.53K
|
-84
|
-2%
|
|
|
2021
|
Sather Financial Group
Victoria,
Texas
|
$347K
|
–
|
–
|
–
|
|
|
2022
|
JGP Wealth Management
Bend,
Oregon
|
$347K
|
+$39.5K
|
+600
|
+14%
|
|
|
2023
|
Saxony Capital Management
St. Louis,
Missouri
|
$347K
|
+$62K
|
+942
|
+25%
|
|
|
2024
|
Anson Capital
Tyrone,
Georgia
|
$346K
|
–
|
–
|
–
|
|
|
2025
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$344K
|
-$15.8K
|
-240
|
-5%
|
|
