|
2001
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$565K
|
-$8.27M
|
-72,408
|
-93%
|
|
|
2002
|
Blue Edge Capital
Richmond,
Virginia
|
$563K
|
+$114
|
+1
|
+0%
|
|
|
2003
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$563K
|
+$44.8K
|
+392
|
+8%
|
|
|
2004
|
Foundry Partners
Minneapolis,
Minnesota
|
$562K
|
-$72.8K
|
-637
|
-11%
|
|
|
2005
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$560K
|
+$16.5K
|
+144
|
+3%
|
|
|
2006
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$559K
|
-$3.08K
|
-27
|
-0.5%
|
|
|
2007
|
Edge Capital Group
Atlanta,
Georgia
|
$558K
|
-$2.97K
|
-26
|
-0.5%
|
|
|
2008
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$555K
|
+$1.37K
|
+12
|
+0.2%
|
|
|
2009
|
MBE Wealth Management
Tomah,
Wisconsin
|
$553K
|
+$13.6K
|
+119
|
+2%
|
|
|
2010
|
Bray Capital Advisors
Naples,
Florida
|
$552K
|
–
|
–
|
–
|
|
|
2011
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$551K
|
-$38.6M
|
-337,982
|
-99%
|
|
|
2012
|
Financial Advisors
Andover,
Massachusetts
|
$551K
|
+$22.9K
|
+200
|
+4%
|
|
|
2013
|
Osborne Partners Capital Management
San Francisco,
California
|
$550K
|
-$28.9K
|
-253
|
-5%
|
|
|
2014
|
BCS Wealth Management
Johnson City,
Tennessee
|
$549K
|
–
|
–
|
–
|
|
|
2015
|
Paloma Partners
Greenwich,
Connecticut
|
$548K
|
-$235K
|
-2,057
|
-29%
|
|
|
2016
|
Altavista Wealth Management
Asheville,
North Carolina
|
$548K
|
-$4.91K
|
-43
|
-0.8%
|
|
|
2017
|
White Pine Capital
Bloomington,
Minnesota
|
$548K
|
–
|
–
|
–
|
|
|
2018
|
Bayesian Capital Management
Brooklyn,
New York
|
$546K
|
-$4.71M
|
-41,237
|
-89%
|
|
|
2019
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$545K
|
+$256K
|
+2,244
|
+80%
|
|
|
2020
|
Empowered Funds
Havertown,
Pennsylvania
|
$544K
|
+$252K
|
+2,209
|
+78%
|
|
|
2021
|
First Command Bank
Fort Worth,
Texas
|
$543K
|
+$53.7K
|
+470
|
+10%
|
|
|
2022
|
First Command Financial Services
Fort Worth,
Texas
|
$543K
|
+$53.7K
|
+470
|
+10%
|
|
|
2023
|
Magnus Financial Group
New York
|
$541K
|
+$4.8K
|
+42
|
+0.8%
|
|
|
2024
|
Klingman & Associates
New York
|
$541K
|
+$6.51K
|
+57
|
+1%
|
|
|
2025
|
Gilbert & Cook
West Des Moines,
Iowa
|
$541K
|
+$20K
|
+175
|
+4%
|
|
