|
2001
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$360K
|
-$37.7K
|
-680
|
-9%
|
|
|
2002
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$360K
|
–
|
–
|
–
|
|
|
2003
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$358K
|
+$384K
|
+6,920
|
New
|
|
|
2004
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$358K
|
+$384K
|
+6,920
|
New
|
|
|
2005
|
Sigma Investment Counselors
Northville,
Michigan
|
$356K
|
+$24.4K
|
+440
|
+7%
|
|
|
2006
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$355K
|
-$2.33M
|
-42,000
|
-86%
|
|
|
2007
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$354K
|
-$7.76K
|
-140
|
-2%
|
|
|
2008
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$348K
|
-$271K
|
-4,880
|
-42%
|
|
|
2009
|
FinTrust Investment Advisory Services
Greenville,
South Carolina
|
$348K
|
-$9.98K
|
-180
|
-3%
|
|
|
2010
|
Oakworth Capital
Birmingham,
Alabama
|
$348K
|
+$2.22K
|
+40
|
+0.6%
|
|
|
2011
|
Perkins Coie Trust Company
Seattle,
Washington
|
$346K
|
–
|
–
|
–
|
|
|
2012
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
$346K
|
+$370K
|
+6,680
|
New
|
|
|
2013
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$344K
|
-$126K
|
-2,280
|
-26%
|
|
|
2014
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$341K
|
-$38.8K
|
-700
|
-10%
|
|
|
2015
|
Shoker Investment Counsel
Oxford,
Ohio
|
$340K
|
+$20K
|
+360
|
+6%
|
|
|
2016
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$339K
|
-$27.7K
|
-500
|
-7%
|
|
|
2017
|
McDaniel Terry & Co
Austin,
Texas
|
$339K
|
–
|
–
|
–
|
|
|
2018
|
Bredin Investment
Wilmington,
Delaware
|
$337K
|
–
|
–
|
–
|
|
|
2019
|
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
$337K
|
–
|
–
|
–
|
|
|
2020
|
INVST
Indianapolis,
Indiana
|
$336K
|
+$131K
|
+2,360
|
+55%
|
|
|
2021
|
Ritholtz Wealth Management
New York
|
$334K
|
+$7.76K
|
+140
|
+2%
|
|
|
2022
|
McKinley Capital Management
Anchorage,
Alaska
|
$334K
|
+$144K
|
+2,600
|
+68%
|
|
|
2023
|
American Financial Network Advisory Services
Calabasas,
California
|
$333K
|
-$358K
|
-6,460
|
-96%
|
|
|
2024
|
RFG Advisory
Birmingham,
Alabama
|
$333K
|
-$22.2K
|
-400
|
-6%
|
|
|
2025
|
LVM Capital Management
Portage,
Michigan
|
$333K
|
+$11.1K
|
+200
|
+3%
|
|
