|
2001
|
Kessler Investment Group
Columbus,
Indiana
|
$11K
|
+$9.93K
|
+43
|
+614%
|
|
|
2002
|
Clearview Wealth Advisors
Salem,
Oregon
|
$11K
|
+$11.5K
|
+50
|
New
|
|
|
2003
|
Meridiem Investment Management
London,
United Kingdom
|
$9K
|
–
|
–
|
–
|
|
|
2004
|
TD Capital Management
Memphis,
Tennessee
|
$9K
|
+$5.77K
|
+25
|
+167%
|
|
|
2005
|
Altshuler Shaham
Tel Aviv,
Israel
|
$7K
|
-$231
|
-1
|
-3%
|
|
|
2006
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
2007
|
Ironwood Financial
Tucson,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
2008
|
Macroview Investment Management
Bethesda,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
2009
|
Better Money Decisions
Santa Fe,
New Mexico
|
$5K
|
–
|
–
|
–
|
|
|
2010
|
TFC Financial Management
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
2011
|
Brown Brothers Harriman & Co
New York
|
$4.93K
|
-$74.4K
|
-322
|
-1%
|
|
|
2012
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$4K
|
-$245M
|
-1,062,880
|
-100%
|
|
|
2013
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$4K
|
-$462
|
-2
|
-9%
|
|
|
2014
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$3.05K
|
–
|
–
|
–
|
|
|
2015
|
HWG Holdings
Houston,
Texas
|
$3K
|
-$1.39M
|
-6,004
|
-100%
|
|
|
2016
|
ClariVest Asset Management
San Diego,
California
|
$3K
|
-$231
|
-1
|
-7%
|
|
|
2017
|
Rockbridge Investment Management
Syracuse,
New York
|
$3K
|
-$231
|
-1
|
-7%
|
|
|
2018
|
First National Bank of South Miami
South Miami,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
2019
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
2020
|
Perkins Coie Trust Company
Seattle,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
2021
|
HoyleCohen
San Diego,
California
|
$1.43K
|
+$24.5K
|
+106
|
+2%
|
|
|
2022
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$1.09K
|
+$1.16K
|
+5
|
New
|
|
|
2023
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$693
|
+3
|
New
|
|
|
2024
|
Waddell & Associates
Memphis,
Tennessee
|
$372
|
+$394K
|
+1,707
|
New
|
|
|
2025
|
MBA Advisors
Hermitage,
Pennsylvania
|
$272
|
–
|
–
|
–
|
|
