|
2001
|
Kercheville Advisors
San Antonio,
Texas
|
$14.7M
|
-$162K
|
-804
|
-1%
|
|
|
2002
|
Nikko Asset Management Americas
New York
|
$14.7M
|
-$3.59M
|
-17,796
|
-20%
|
|
|
2003
|
Texas Bank & Trust
Longview,
Texas
|
$14.6M
|
-$429K
|
-2,125
|
-3%
|
|
|
2004
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$14.6M
|
+$337K
|
+1,668
|
+2%
|
|
|
2005
|
RFP Financial Group
Atlanta,
Georgia
|
$14.6M
|
-$795K
|
-3,937
|
-5%
|
|
|
2006
|
American Trust
Lexington,
Kentucky
|
$14.6M
|
+$2.36M
|
+11,698
|
+20%
|
|
|
2007
|
Alteri Wealth
Westlake Village,
California
|
$14.6M
|
-$165K
|
-815
|
-1%
|
|
|
2008
|
|
$14.6M
|
-$2.3M
|
-11,395
|
-14%
|
|
|
2009
|
GSA Capital Partners
London,
United Kingdom
|
$14.6M
|
+$13.4M
|
+66,405
|
+1,391%
|
|
|
2010
|
Citizens Business Bank
Ontario,
California
|
$14.6M
|
+$276K
|
+1,365
|
+2%
|
|
|
2011
|
Sawyer & Company
Boston,
Massachusetts
|
$14.6M
|
-$317K
|
-1,571
|
-3%
|
|
|
2012
|
Centurion Wealth Management
Mclean,
Virginia
|
$14.6M
|
-$343K
|
-1,699
|
-2%
|
|
|
2013
|
SPC Financial Inc
Rockville,
Maryland
|
$14.6M
|
+$45.6K
|
+226
|
+0.3%
|
|
|
2014
|
|
$14.5M
|
–
|
–
|
–
|
|
|
2015
|
Fullerton Fund Management
Singapore
|
$14.5M
|
-$15M
|
-74,371
|
-51%
|
|
|
2016
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$14.5M
|
-$147K
|
-727
|
-1%
|
|
|
2017
|
Consilium Wealth Advisory
Richardson,
Texas
|
$14.5M
|
-$103K
|
-508
|
-0.7%
|
|
|
2018
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$14.5M
|
+$1.35M
|
+6,696
|
+10%
|
|
|
2019
|
WESPAC Advisors SoCal
Pasadena,
California
|
$14.4M
|
-$101K
|
-499
|
-0.7%
|
|
|
2020
|
United Advisor Group
Cincinnati,
Ohio
|
$14.4M
|
+$958K
|
+4,744
|
+7%
|
|
|
2021
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$14.4M
|
-$333M
|
-1,651,065
|
-96%
|
|
|
2022
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$14.4M
|
-$372K
|
-1,844
|
-3%
|
|
|
2023
|
Compass Capital Management
Minneapolis,
Minnesota
|
$14.4M
|
+$11.4M
|
+56,325
|
+407%
|
|
|
2024
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$14.4M
|
-$2.04M
|
-10,100
|
-13%
|
|
|
2025
|
Meitav Investment House
Bene-Beraq,
Israel
|
$14.4M
|
-$9.6M
|
-47,517
|
-40%
|
|
