|
2001
|
Founders Financial Securities
Towson,
Maryland
|
$9.74M
|
-$325K
|
-2,144
|
-3%
|
|
|
2002
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$9.74M
|
-$170K
|
-1,121
|
-2%
|
|
|
2003
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$9.73M
|
+$10.4M
|
+68,803
|
+2,867%
|
|
|
2004
|
JSF Financial
Los Angeles,
California
|
$9.73M
|
+$51.6K
|
+341
|
+0.5%
|
|
|
2005
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$9.73M
|
+$946K
|
+6,246
|
+10%
|
|
|
2006
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$9.73M
|
-$93.4K
|
-617
|
-0.9%
|
|
|
2007
|
Lavaca Capital
Houston,
Texas
|
$9.72M
|
-$15.6K
|
-103
|
-0.2%
|
|
|
2008
|
TRH Financial
North Liberty,
Iowa
|
$9.72M
|
+$104K
|
+686
|
+1%
|
|
|
2009
|
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
|
$9.71M
|
-$111K
|
-730
|
-1%
|
|
|
2010
|
Peninsula Wealth
San Francisco,
California
|
$9.71M
|
-$174K
|
-1,148
|
-2%
|
|
|
2011
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$9.7M
|
+$158K
|
+1,041
|
+1%
|
|
|
2012
|
Cairn Investment Group
Vancouver,
Washington
|
$9.7M
|
+$9.78M
|
+64,594
|
+1,023%
|
|
|
2013
|
Tudor Investment Corp
Stamford,
Connecticut
|
$9.69M
|
+$367K
|
+2,426
|
+4%
|
|
|
2014
|
Kesler Norman & Wride
Ogden,
Utah
|
$9.69M
|
+$1.42M
|
+9,370
|
+15%
|
|
|
2015
|
Little House Capital
Braintree,
Massachusetts
|
$9.69M
|
-$1.21M
|
-7,990
|
-10%
|
|
|
2016
|
INVST
Indianapolis,
Indiana
|
$9.68M
|
-$193K
|
-1,274
|
-2%
|
|
|
2017
|
Surevest
Los Angeles,
California
|
$9.68M
|
+$171K
|
+1,131
|
+2%
|
|
|
2018
|
Sawyer & Company
Boston,
Massachusetts
|
$9.67M
|
-$472K
|
-3,115
|
-4%
|
|
|
2019
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$9.67M
|
+$35.7K
|
+236
|
+0.3%
|
|
|
2020
|
American Trust
Lexington,
Kentucky
|
$9.67M
|
-$939K
|
-6,200
|
-8%
|
|
|
2021
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$9.66M
|
+$108K
|
+716
|
+1%
|
|
|
2022
|
McDonough Capital Management
Orlando,
Florida
|
$9.65M
|
-$121K
|
-797
|
-1%
|
|
|
2023
|
Brown Capital Management
Baltimore,
Maryland
|
$9.64M
|
-$1.31M
|
-8,623
|
-11%
|
|
|
2024
|
Alapocas Investment Partners
Beverly,
Massachusetts
|
$9.64M
|
+$136K
|
+900
|
+1%
|
|
|
2025
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$9.63M
|
+$476K
|
+3,146
|
+5%
|
|
