|
2001
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$220K
|
+$244K
|
+600
|
New
|
|
|
2002
|
Aries Wealth Management
Portland,
Maine
|
$219K
|
+$243K
|
+598
|
New
|
|
|
2003
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$218K
|
+$3.26K
|
+8
|
+1%
|
|
|
2004
|
True North Advisors
Dallas,
Texas
|
$218K
|
+$23.6K
|
+58
|
+11%
|
|
|
2005
|
Hollencrest Capital Management
Newport Beach,
California
|
$217K
|
-$61K
|
-150
|
-20%
|
|
|
2006
|
Morningstar Investment Services
Chicago,
Illinois
|
$216K
|
-$2.94M
|
-7,224
|
-92%
|
|
|
2007
|
Autumn Glory Partners
Dallas,
Texas
|
$216K
|
-$897K
|
-2,203
|
-79%
|
|
|
2008
|
Financial Engines Advisors
Santa Clara,
California
|
$216K
|
+$814
|
+2
|
+0.3%
|
|
|
2009
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$216K
|
+$3.26K
|
+8
|
+1%
|
|
|
2010
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$215K
|
-$133K
|
-326
|
-36%
|
|
|
2011
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$215K
|
–
|
–
|
–
|
|
|
2012
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$215K
|
–
|
–
|
–
|
|
|
2013
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$214K
|
–
|
–
|
–
|
|
|
2014
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$214K
|
–
|
–
|
–
|
|
|
2015
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$213K
|
–
|
–
|
–
|
|
|
2016
|
Single Point Partners
Boston,
Massachusetts
|
$211K
|
-$50.9K
|
-125
|
-18%
|
|
|
2017
|
Angeles Wealth Management
Santa Monica,
California
|
$210K
|
-$592K
|
-1,454
|
-72%
|
|
|
2018
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$210K
|
–
|
–
|
–
|
|
|
2019
|
Well Done LLC
Holland,
Michigan
|
$210K
|
+$25.6K
|
+63
|
+12%
|
|
|
2020
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$209K
|
+$186K
|
+457
|
+404%
|
|
|
2021
|
Private Capital Management (Florida)
Naples,
Florida
|
$209K
|
+$232K
|
+570
|
New
|
|
|
2022
|
Evolutionary Tree Capital Management
Alexandria,
Virginia
|
$207K
|
–
|
–
|
–
|
|
|
2023
|
Laurel Wealth Planning
Edina,
Minnesota
|
$205K
|
-$250K
|
-615
|
-52%
|
|
|
2024
|
Cambridge Advisors
Omaha,
Nebraska
|
$205K
|
-$12.2K
|
-30
|
-5%
|
|
|
2025
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$205K
|
–
|
–
|
–
|
|
