|
2001
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$1.05M
|
+$250K
|
+1,561
|
+31%
|
|
|
2002
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.05M
|
+$1.44K
|
+9
|
+0.1%
|
|
|
2003
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.05M
|
-$14.8K
|
-92
|
-1%
|
|
|
2004
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$1.04M
|
+$4.17K
|
+26
|
+0.4%
|
|
|
2005
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$1.04M
|
+$259K
|
+1,615
|
+32%
|
|
|
2006
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$1.04M
|
+$1.06M
|
+6,618
|
New
|
|
|
2007
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$1.04M
|
-$804K
|
-5,018
|
-43%
|
|
|
2008
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$1.04M
|
+$26.3K
|
+164
|
+3%
|
|
|
2009
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.04M
|
+$12.5K
|
+78
|
+1%
|
|
|
2010
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$1.04M
|
+$8.18K
|
+51
|
+0.8%
|
|
|
2011
|
John G. Ullman & Associates
Corning,
New York
|
$1.04M
|
+$5.77K
|
+36
|
+0.5%
|
|
|
2012
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1.04M
|
-$110K
|
-684
|
-9%
|
|
|
2013
|
Merriman Wealth Management
Seattle,
Washington
|
$1.04M
|
+$250K
|
+1,557
|
+31%
|
|
|
2014
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.04M
|
+$1.12K
|
+7
|
+0.1%
|
|
|
2015
|
AlphaQ Advisors
Winter Park,
Florida
|
$1.04M
|
+$75.4K
|
+470
|
+8%
|
|
|
2016
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
2017
|
Appleton Partners
Boston,
Massachusetts
|
$1.03M
|
-$5.61K
|
-35
|
-0.5%
|
|
|
2018
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.03M
|
-$9.94K
|
-62
|
-0.9%
|
|
|
2019
|
Central Bank & Trust
Lexington,
Kentucky
|
$1.03M
|
-$9.94K
|
-62
|
-0.9%
|
|
|
2020
|
Orser Capital Management
Southlake,
Texas
|
$1.03M
|
-$3.21K
|
-20
|
-0.3%
|
|
|
2021
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$1.03M
|
-$15.2K
|
-95
|
-1%
|
|
|
2022
|
MBA Advisors
Hermitage,
Pennsylvania
|
$1.03M
|
+$481
|
+3
|
+0%
|
|
|
2023
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1.03M
|
+$2.56K
|
+16
|
+0.2%
|
|
|
2024
|
Collective Family Office
York,
Pennsylvania
|
$1.03M
|
+$158K
|
+985
|
+18%
|
|
|
2025
|
DMC Group
Birmingham,
Alabama
|
$1.03M
|
-$27.4K
|
-171
|
-3%
|
|
