|
2001
|
R.G. Niederhoffer Capital Management
New York
|
$277K
|
+$256K
|
+5,700
|
New
|
|
|
2002
|
Northeast Financial Consultants
Westport,
Connecticut
|
$277K
|
+$257K
|
+5,712
|
New
|
|
|
2003
|
CNB Bank
Clearfield,
Pennsylvania
|
$275K
|
-$18K
|
-400
|
-7%
|
|
|
2004
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$275K
|
+$13.3K
|
+296
|
+6%
|
|
|
2005
|
|
$274K
|
-$9K
|
-200
|
-3%
|
|
|
2006
|
Resource Management
Metairie,
Louisiana
|
$273K
|
+$12.1K
|
+270
|
+5%
|
|
|
2007
|
Capital Guardian Trust
Los Angeles,
California
|
$273K
|
+$252K
|
+5,608
|
New
|
|
|
2008
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$272K
|
-$14.6K
|
-324
|
-5%
|
|
|
2009
|
Titus Wealth Management
Larskpur,
California
|
$272K
|
-$11.7K
|
-260
|
-4%
|
|
|
2010
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$272K
|
–
|
–
|
–
|
|
|
2011
|
Marshall Wace
London,
United Kingdom
|
$272K
|
+$252K
|
+5,601
|
New
|
|
|
2012
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$271K
|
–
|
–
|
–
|
|
|
2013
|
Inverness Counsel
New York
|
$270K
|
+$26K
|
+577
|
+12%
|
|
|
2014
|
Accredited Investors
Edina,
Minnesota
|
$269K
|
-$124K
|
-2,761
|
-33%
|
|
|
2015
|
Flossbach Von Storch
Cologne,
Germany
|
$268K
|
–
|
–
|
–
|
|
|
2016
|
Planning Alternatives
Birmingham,
Michigan
|
$268K
|
+$11.9K
|
+265
|
+5%
|
|
|
2017
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$267K
|
-$28.7K
|
-637
|
-10%
|
|
|
2018
|
BTR Capital Management
Oakland,
California
|
$267K
|
+$247K
|
+5,489
|
New
|
|
|
2019
|
Winfield Associates
Cleveland,
Ohio
|
$266K
|
+$81K
|
+1,800
|
+49%
|
|
|
2020
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$265K
|
-$13.5K
|
-300
|
-5%
|
|
|
2021
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$265K
|
–
|
–
|
–
|
|
|
2022
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$262K
|
-$18K
|
-400
|
-7%
|
|
|
2023
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$262K
|
+$86.4K
|
+1,922
|
+56%
|
|
|
2024
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$261K
|
-$213K
|
-4,733
|
-47%
|
|
|
2025
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$261K
|
–
|
–
|
–
|
|
