|
2001
|
Security National Bank
Omaha,
Nebraska
|
$992K
|
-$4.2K
|
-46
|
-0.4%
|
|
|
2002
|
Howard Capital Management Group
Los Angeles,
California
|
$992K
|
+$274
|
+3
|
+0%
|
|
|
2003
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$991K
|
+$3.83K
|
+42
|
+0.4%
|
|
|
2004
|
Atlas Private Wealth Management
Albany,
New York
|
$990K
|
+$183
|
+2
|
+0%
|
|
|
2005
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$990K
|
+$71.5K
|
+783
|
+7%
|
|
|
2006
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$989K
|
+$491K
|
+5,376
|
+90%
|
|
|
2007
|
Sand Hill Global Advisors
Palo Alto,
California
|
$988K
|
-$5.11K
|
-56
|
-0.5%
|
|
|
2008
|
Financial Engines Advisors
Santa Clara,
California
|
$985K
|
+$448K
|
+4,906
|
+77%
|
|
|
2009
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$983K
|
-$144K
|
-1,578
|
-12%
|
|
|
2010
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$983K
|
-$18.8K
|
-206
|
-2%
|
|
|
2011
|
Regent Investment Management
Louisville,
Kentucky
|
$981K
|
–
|
–
|
–
|
|
|
2012
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$978K
|
+$22.3K
|
+244
|
+3%
|
|
|
2013
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$977K
|
+$634K
|
+6,944
|
+164%
|
|
|
2014
|
ML&R Wealth Management
Austin,
Texas
|
$977K
|
-$58.4K
|
-640
|
-5%
|
|
|
2015
|
ADE LLC
Baltimore,
Maryland
|
$977K
|
–
|
–
|
–
|
|
|
2016
|
Optimum Investment Advisors
Chicago,
Illinois
|
$977K
|
+$34K
|
+372
|
+3%
|
|
|
2017
|
Curi Wealth Management
Raleigh,
North Carolina
|
$976K
|
+$298K
|
+3,265
|
+41%
|
|
|
2018
|
Northwest Wealth Management
Spencer,
Iowa
|
$974K
|
+$37.6K
|
+412
|
+4%
|
|
|
2019
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$971K
|
-$23K
|
-252
|
-2%
|
|
|
2020
|
Coho Partners
Berwyn,
Pennsylvania
|
$969K
|
-$24.1K
|
-264
|
-2%
|
|
|
2021
|
Alta Advisers
London,
United Kingdom
|
$969K
|
+$1.01M
|
+11,100
|
New
|
|
|
2022
|
Strategic Wealth Partners
Independence,
Ohio
|
$968K
|
-$394K
|
-4,312
|
-28%
|
|
|
2023
|
Islay Capital Management
Lubbock,
Texas
|
$966K
|
-$8.58K
|
-94
|
-0.8%
|
|
|
2024
|
Sequent Asset Management
Houston,
Texas
|
$966K
|
+$274
|
+3
|
+0%
|
|
|
2025
|
SOL Capital Management
Rockville,
Maryland
|
$964K
|
-$42K
|
-460
|
-4%
|
|
