|
2001
|
|
$401K
|
–
|
–
|
–
|
|
|
2002
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$400K
|
–
|
–
|
–
|
|
|
2003
|
Hemington Wealth Management
Falls Church,
Virginia
|
$400K
|
–
|
–
|
–
|
|
|
2004
|
Petrus Trust Company
Dallas,
Texas
|
$400K
|
+$462K
|
+13,983
|
New
|
|
|
2005
|
ABLE Financial Group
Scottsdale,
Arizona
|
$400K
|
+$461K
|
+13,975
|
New
|
|
|
2006
|
Sciencast Management
Princeton,
New Jersey
|
$399K
|
+$489K
|
+14,800
|
New
|
|
|
2007
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$398K
|
-$15.7K
|
-475
|
-3%
|
|
|
2008
|
Hoese & Co
Glencoe,
Minnesota
|
$397K
|
–
|
–
|
–
|
|
|
2009
|
Saiph Capital
Wyckoff,
New Jersey
|
$396K
|
+$19.4K
|
+588
|
+0.6%
|
|
|
2010
|
Lattice Capital Management
Kirkland,
Washington
|
$396K
|
–
|
–
|
–
|
|
|
2011
|
CX Institutional
Auburn,
Indiana
|
$396K
|
-$126K
|
-3,825
|
-22%
|
|
|
2012
|
BHK Investment Advisors
Birmingham,
Alabama
|
$395K
|
+$99.9K
|
+3,027
|
+28%
|
|
|
2013
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$394K
|
+$34.1K
|
+1,034
|
+8%
|
|
|
2014
|
Addison Advisors
Middlebury,
Vermont
|
$394K
|
+$13.9K
|
+422
|
+3%
|
|
|
2015
|
Sawyer & Company
Boston,
Massachusetts
|
$394K
|
-$19.2K
|
-582
|
-4%
|
|
|
2016
|
Private Management Group
Irvine,
California
|
$394K
|
+$218K
|
+6,594
|
+92%
|
|
|
2017
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$393K
|
–
|
–
|
–
|
|
|
2018
|
Forte Capital
Rochester,
New York
|
$393K
|
-$41.4K
|
-1,253
|
-8%
|
|
|
2019
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$392K
|
+$33.6K
|
+1,017
|
+8%
|
|
|
2020
|
WealthShield Partners
Cary,
North Carolina
|
$391K
|
-$20.1K
|
-610
|
-4%
|
|
|
2021
|
Willis Johnson & Associates
Houston,
Texas
|
$391K
|
+$56.5K
|
+1,712
|
+14%
|
|
|
2022
|
Sittner & Nelson
Eugene,
Oregon
|
$390K
|
+$198
|
+6
|
+0%
|
|
|
2023
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$388K
|
+$4.95K
|
+150
|
+1%
|
|
|
2024
|
New World Advisors
Hingham,
Massachusetts
|
$388K
|
-$9.01K
|
-273
|
-2%
|
|
|
2025
|
JB Capital
Wethersfield,
Connecticut
|
$388K
|
+$19.6K
|
+593
|
+5%
|
|
