|
2001
|
Piershale Financial Group
Barrington,
Illinois
|
$128K
|
+$22.3K
|
+157
|
+22%
|
|
|
2002
|
Cable Hill Partners
Portland,
Oregon
|
$126K
|
-$87.3K
|
-615
|
-42%
|
|
|
2003
|
Horrell Capital Management
Little Rock,
Arkansas
|
$125K
|
-$44.5K
|
-313
|
-27%
|
|
|
2004
|
Aft Forsyth & Sober
Valrico,
Florida
|
$125K
|
–
|
–
|
–
|
|
|
2005
|
FCM Investments
Dallas,
Texas
|
$125K
|
+$47.4K
|
+334
|
+67%
|
|
|
2006
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$124K
|
–
|
–
|
–
|
|
|
2007
|
Balentine LLC
Atlanta,
Georgia
|
$120K
|
+$70.4K
|
+496
|
+160%
|
|
|
2008
|
Tarbox Family Office
Newport Beach,
California
|
$114K
|
-$37.6K
|
-265
|
-26%
|
|
|
2009
|
Parallax Volatility Advisers
San Francisco,
California
|
$113K
|
-$439K
|
-3,092
|
-80%
|
|
|
2010
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$111K
|
–
|
–
|
–
|
|
|
2011
|
Sunnymeath Asset Management
Red Bank,
New Jersey
|
$107K
|
+$102K
|
+715
|
New
|
|
|
2012
|
Trust Asset Management
Houston,
Texas
|
$106K
|
+$101K
|
+708
|
New
|
|
|
2013
|
Harfst & Associates
Sheridan,
Wyoming
|
$102K
|
–
|
–
|
–
|
|
|
2014
|
Isthmus Partners
Madison,
Wisconsin
|
$95K
|
–
|
–
|
–
|
|
|
2015
|
Redwood Investments
Boston,
Massachusetts
|
$94K
|
+$1.42K
|
+10
|
+2%
|
|
|
2016
|
Raffa Wealth Management
Washington,
District of Columbia
|
$89.2K
|
-$3.69K
|
-26
|
-4%
|
|
|
2017
|
361 Capital
Denver,
Colorado
|
$88K
|
+$83.9K
|
+591
|
New
|
|
|
2018
|
Wealthcare Capital Management
Richmond,
Virginia
|
$81K
|
-$26.7K
|
-188
|
-26%
|
|
|
2019
|
Catamount Wealth Management
Westport,
Connecticut
|
$79K
|
+$4.4K
|
+31
|
+6%
|
|
|
2020
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$74K
|
–
|
–
|
–
|
|
|
2021
|
Global X Management Company
New York
|
$70K
|
+$40.6K
|
+286
|
+159%
|
|
|
2022
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$70K
|
+$67K
|
+472
|
New
|
|
|
2023
|
Mondrian Investment Partners
London,
United Kingdom
|
$69K
|
–
|
–
|
–
|
|
|
2024
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$69K
|
+$11.5K
|
+81
|
+21%
|
|
|
2025
|
Cleary Gull Holdings
Milwaukee,
Wisconsin
|
$67K
|
-$19.3K
|
-136
|
-23%
|
|
