|
2001
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$457K
|
-$10.6K
|
-100
|
-2%
|
|
|
2002
|
Horizon Kinetics Asset Management
New York
|
$457K
|
-$846
|
-8
|
-0.2%
|
|
|
2003
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$457K
|
-$1.8K
|
-17
|
-0.4%
|
|
|
2004
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$456K
|
–
|
–
|
–
|
|
|
2005
|
PAX Financial Group
San Antonio,
Texas
|
$454K
|
-$15.1K
|
-143
|
-3%
|
|
|
2006
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$452K
|
+$28.5K
|
+270
|
+6%
|
|
|
2007
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$452K
|
-$12.2K
|
-115
|
-2%
|
|
|
2008
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$451K
|
-$16.4K
|
-155
|
-3%
|
|
|
2009
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$451K
|
-$634
|
-6
|
-0.1%
|
|
|
2010
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$451K
|
+$37.3K
|
+353
|
+8%
|
|
|
2011
|
Harold Davidson & Associates
Los Angeles,
California
|
$451K
|
-$11.4K
|
-108
|
-2%
|
|
|
2012
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
$450K
|
-$4.12K
|
-39
|
-0.8%
|
|
|
2013
|
Hoertkorn Richard Charles
|
$449K
|
-$314K
|
-2,975
|
-39%
|
|
|
2014
|
Sovereign Financial Group
Stamford,
Connecticut
|
$449K
|
+$9.72K
|
+92
|
+2%
|
|
|
2015
|
Root Financial Partners
Encinitas,
California
|
$448K
|
+$73.7K
|
+697
|
+18%
|
|
|
2016
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$448K
|
+$232K
|
+2,195
|
+90%
|
|
|
2017
|
|
$447K
|
-$13.1K
|
-124
|
-3%
|
|
|
2018
|
Capula Management
Grand Cayman,
Cayman Islands
|
$446K
|
+$489K
|
+4,631
|
New
|
|
|
2019
|
First Bankers Trust
Louisville,
Kentucky
|
$446K
|
-$8.35K
|
-79
|
-2%
|
|
|
2020
|
Falcon Wealth Planning
Ontario,
California
|
$446K
|
+$78.2K
|
+740
|
+19%
|
|
|
2021
|
TownSquare Capital
Provo,
Utah
|
$446K
|
-$211
|
-2
|
-0%
|
|
|
2022
|
Kestra Investment Management
Austin,
Texas
|
$445K
|
+$488K
|
+4,621
|
New
|
|
|
2023
|
New Republic Capital
Charlotte,
North Carolina
|
$444K
|
-$165K
|
-1,557
|
-25%
|
|
|
2024
|
Harvey Investment Company
Louisville,
Kentucky
|
$444K
|
-$104K
|
-987
|
-18%
|
|
|
2025
|
Edgewood Management
Greenwich,
Connecticut
|
$444K
|
+$486K
|
+4,603
|
New
|
|
