|
2001
|
|
$403K
|
–
|
–
|
–
|
|
|
2002
|
Spirit of America Management Corp
Syosset,
New York
|
$403K
|
-$85.8K
|
-200
|
-16%
|
|
|
2003
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$399K
|
-$33.9K
|
-79
|
-7%
|
|
|
2004
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$399K
|
-$85.8K
|
-200
|
-16%
|
|
|
2005
|
|
$398K
|
-$42.9K
|
-100
|
-9%
|
|
|
2006
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$397K
|
-$2.57K
|
-6
|
-0.6%
|
|
|
2007
|
Intelligence Driven Advisers
Carlsbad,
California
|
$397K
|
-$27.4K
|
-64
|
-6%
|
|
|
2008
|
Wakefield Asset Management
Englewood,
Colorado
|
$396K
|
+$443K
|
+1,033
|
New
|
|
|
2009
|
Farringdon Capital
London,
United Kingdom
|
$396K
|
+$443K
|
+1,033
|
New
|
|
|
2010
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$395K
|
-$744K
|
-1,734
|
-63%
|
|
|
2011
|
Exchange Bank
Santa Rosa,
California
|
$395K
|
+$25.7K
|
+60
|
+6%
|
|
|
2012
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$394K
|
+$51.5K
|
+120
|
+13%
|
|
|
2013
|
Sunflower Bank
Dallas,
Texas
|
$393K
|
+$429
|
+1
|
+0.1%
|
|
|
2014
|
Westover Capital Advisors
Wilmington,
Delaware
|
$391K
|
-$87.1K
|
-203
|
-17%
|
|
|
2015
|
IFG Advisory
Atlanta,
Georgia
|
$391K
|
-$15.9K
|
-37
|
-4%
|
|
|
2016
|
Harbour Investment Management
Edmonds,
Washington
|
$391K
|
-$76.8K
|
-179
|
-15%
|
|
|
2017
|
Leo Wealth LLC
Hurst,
Texas
|
$390K
|
-$48.5K
|
-113
|
-10%
|
|
|
2018
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$390K
|
-$35.2K
|
-82
|
-7%
|
|
|
2019
|
Klingman & Associates
New York
|
$390K
|
-$81.5K
|
-190
|
-16%
|
|
|
2020
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$389K
|
+$3.86K
|
+9
|
+0.9%
|
|
|
2021
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$389K
|
-$25.7K
|
-60
|
-6%
|
|
|
2022
|
Joel Isaacson & Co
New York
|
$388K
|
+$42.9K
|
+100
|
+11%
|
|
|
2023
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$387K
|
+$214K
|
+500
|
+98%
|
|
|
2024
|
EntryPoint Capital
New York
|
$387K
|
-$32.6K
|
-76
|
-7%
|
|
|
2025
|
Woodstock Corp
Boston,
Massachusetts
|
$387K
|
+$18K
|
+42
|
+4%
|
|
