|
2001
|
Rational Advisors
Huntington,
New York
|
$505K
|
+$297K
|
+1,437
|
+155%
|
|
|
2002
|
Matrix Asset Advisors
White Plains,
New York
|
$503K
|
+$1.86K
|
+9
|
+0.4%
|
|
|
2003
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$499K
|
–
|
–
|
–
|
|
|
2004
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$498K
|
-$93.3K
|
-451
|
-16%
|
|
|
2005
|
Family Legacy Inc
Greenville,
South Carolina
|
$498K
|
+$59.6K
|
+288
|
+14%
|
|
|
2006
|
HT Partners
Centerbrook,
Connecticut
|
$497K
|
+$37.5K
|
+181
|
+8%
|
|
|
2007
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$494K
|
+$192K
|
+928
|
+67%
|
|
|
2008
|
Garner Asset Management Corp
Plano,
Texas
|
$491K
|
–
|
–
|
–
|
|
|
2009
|
Matisse Capital
Portland,
Oregon
|
$491K
|
–
|
–
|
–
|
|
|
2010
|
Security National Trust
Wheeling,
West Virginia
|
$489K
|
–
|
–
|
–
|
|
|
2011
|
Schoolcraft Capital
Boulder,
Colorado
|
$486K
|
+$155K
|
+750
|
+49%
|
|
|
2012
|
BHK Investment Advisors
Birmingham,
Alabama
|
$486K
|
-$170K
|
-820
|
-26%
|
|
|
2013
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$485K
|
–
|
–
|
–
|
|
|
2014
|
Rudd International
Sarasota,
Florida
|
$483K
|
–
|
–
|
–
|
|
|
2015
|
Odey Asset Management Group
London,
United Kingdom
|
$480K
|
–
|
–
|
–
|
|
|
2016
|
Chelsea Counsel Company
Los Angeles,
California
|
$479K
|
–
|
–
|
–
|
|
|
2017
|
Claro Advisors
Boston,
Massachusetts
|
$479K
|
+$40.8K
|
+197
|
+10%
|
|
|
2018
|
Regal Investment Advisors
Kentwood,
Michigan
|
$478K
|
+$7.24K
|
+35
|
+2%
|
|
|
2019
|
Stansberry Asset Management
Westlake,
Texas
|
$478K
|
+$194K
|
+938
|
+72%
|
|
|
2020
|
RNC Capital Management
Los Angeles,
California
|
$477K
|
+$80.3K
|
+388
|
+21%
|
|
|
2021
|
McDaniel Terry & Co
Austin,
Texas
|
$475K
|
–
|
–
|
–
|
|
|
2022
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$475K
|
+$3.73K
|
+18
|
+0.8%
|
|
|
2023
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$475K
|
+$7.86K
|
+38
|
+2%
|
|
|
2024
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$473K
|
+$236K
|
+1,140
|
+106%
|
|
|
2025
|
BTC Capital Management
Des Moines,
Iowa
|
$471K
|
+$41.4K
|
+200
|
+10%
|
|
