|
2001
|
Silvant Capital Management
Atlanta,
Georgia
|
$93.2K
|
-$2.38M
|
-31,158
|
-96%
|
|
|
2002
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$92.4K
|
-$8.33K
|
-109
|
-9%
|
|
|
2003
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$90.9K
|
-$33.7K
|
-441
|
-28%
|
|
|
2004
|
PFS Partners
Mine Hill,
New Jersey
|
$89.8K
|
+$687
|
+9
|
+0.8%
|
|
|
2005
|
Fortitude Family Office
Scottsdale,
Arizona
|
$87.3K
|
–
|
–
|
–
|
|
|
2006
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$87K
|
-$9.17K
|
-120
|
-10%
|
|
|
2007
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$86.1K
|
+$37.8K
|
+495
|
+85%
|
|
|
2008
|
MV Capital Management
Bethesda,
Maryland
|
$79.2K
|
+$3.51K
|
+46
|
+5%
|
|
|
2009
|
Syntax Research
Boca Raton,
Florida
|
$73.9K
|
–
|
–
|
–
|
|
|
2010
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$73.8K
|
-$50.9K
|
-666
|
-42%
|
|
|
2011
|
Chilton Capital Management
Houston,
Texas
|
$70.6K
|
-$21.3K
|
-279
|
-24%
|
|
|
2012
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$70.5K
|
–
|
–
|
–
|
|
|
2013
|
Stephens Consulting
Flint,
Michigan
|
$69.2K
|
-$15.4K
|
-201
|
-19%
|
|
|
2014
|
Standard Family Office
Sioux Falls,
South Dakota
|
$68.1K
|
+$65.2K
|
+854
|
New
|
|
|
2015
|
DecisionPoint Financial
Mesa,
Arizona
|
$67.2K
|
–
|
–
|
–
|
|
|
2016
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$64.4K
|
+$153
|
+2
|
+0.2%
|
|
|
2017
|
Bellevue Asset Management
Bellevue,
Washington
|
$64.3K
|
+$76
|
+1
|
+0.1%
|
|
|
2018
|
|
$63.8K
|
+$61.1K
|
+800
|
New
|
|
|
2019
|
Keener Financial Planning
Keller,
Texas
|
$63K
|
+$59.8K
|
+783
|
New
|
|
|
2020
|
Venturi Wealth Management
Austin,
Texas
|
$62.8K
|
+$2.37K
|
+31
|
+4%
|
|
|
2021
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$62.4K
|
-$66.3K
|
-868
|
-44%
|
|
|
2022
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$62.2K
|
–
|
–
|
–
|
|
|
2023
|
Covestor
London,
United Kingdom
|
$62K
|
-$7.33K
|
-96
|
-11%
|
|
|
2024
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$62K
|
+$4.43K
|
+58
|
+8%
|
|
|
2025
|
Clearstead Trust
Portland,
Maine
|
$61.8K
|
-$7.1K
|
-93
|
-11%
|
|
