|
2001
|
Cozad Asset Management
Champaign,
Illinois
|
$4.99M
|
+$60.6K
|
+193
|
+1%
|
|
|
2002
|
|
$4.98M
|
-$1.11M
|
-3,539
|
-17%
|
|
|
2003
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4.98M
|
-$22K
|
-70
|
-0.4%
|
|
|
2004
|
Everpar Advisors
Tulsa,
Oklahoma
|
$4.98M
|
+$492K
|
+1,567
|
+10%
|
|
|
2005
|
Elmwood Wealth Management
Berkeley,
California
|
$4.96M
|
-$3.46K
|
-11
|
-0.1%
|
|
|
2006
|
Gordian Capital (Singapore)
Singapore
|
$4.95M
|
+$1.52M
|
+4,840
|
+39%
|
|
|
2007
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$4.92M
|
-$17.3K
|
-55
|
-0.3%
|
|
|
2008
|
Park National Corp
Newark,
Ohio
|
$4.92M
|
+$2.86M
|
+9,114
|
+113%
|
|
|
2009
|
Estabrook Capital Management
New York
|
$4.92M
|
-$8.48K
|
-27
|
-0.2%
|
|
|
2010
|
Northcape Wealth Management
Williamsville,
New York
|
$4.92M
|
-$147K
|
-467
|
-3%
|
|
|
2011
|
Magnolia Capital Management
Cold Spring,
New York
|
$4.92M
|
+$344K
|
+1,095
|
+7%
|
|
|
2012
|
MV Capital Management
Bethesda,
Maryland
|
$4.91M
|
-$183K
|
-583
|
-3%
|
|
|
2013
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$4.91M
|
-$28.6M
|
-90,920
|
-84%
|
|
|
2014
|
Vivaldi Capital Management
Chicago,
Illinois
|
$4.91M
|
-$88K
|
-280
|
-2%
|
|
|
2015
|
Value Investment Professionals
New York
|
$4.9M
|
+$5.36M
|
+17,057
|
New
|
|
|
2016
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$4.9M
|
+$171K
|
+544
|
+3%
|
|
|
2017
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.9M
|
+$448K
|
+1,425
|
+9%
|
|
|
2018
|
Flavin Financial Services
Melbourne,
Florida
|
$4.9M
|
+$144K
|
+458
|
+3%
|
|
|
2019
|
Panoramic Investment Advisors
Denver,
Colorado
|
$4.89M
|
-$316K
|
-1,007
|
-6%
|
|
|
2020
|
Leo Wealth LLC
Hurst,
Texas
|
$4.89M
|
-$403K
|
-1,283
|
-7%
|
|
|
2021
|
MBL Wealth
Charlotte,
North Carolina
|
$4.88M
|
+$38.3K
|
+122
|
+0.7%
|
|
|
2022
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$4.88M
|
-$188K
|
-600
|
-3%
|
|
|
2023
|
Daytona Street Capital
Saint Louis,
Missouri
|
$4.85M
|
-$216K
|
-687
|
-4%
|
|
|
2024
|
Eos Management LP
New York
|
$4.85M
|
–
|
–
|
–
|
|
|
2025
|
Drive Wealth Management
Lehi,
Utah
|
$4.84M
|
-$678K
|
-2,158
|
-11%
|
|
