|
2001
|
Sicart Associates
New York
|
$207K
|
-$40.3K
|
-200
|
-17%
|
|
|
2002
|
Cambridge Advisors
Omaha,
Nebraska
|
$207K
|
-$21.3K
|
-106
|
-10%
|
|
|
2003
|
Accident Compensation Corp
Wellington,
New Zealand
|
$207K
|
+$201K
|
+1,000
|
New
|
|
|
2004
|
Boothbay Fund Management
New York
|
$207K
|
+$201K
|
+1,000
|
New
|
|
|
2005
|
Community Financial Services Group
Newport,
Vermont
|
$207K
|
+$201K
|
+1,000
|
New
|
|
|
2006
|
IRON Financial
Northbrook,
Illinois
|
$207K
|
+$201K
|
+1,000
|
New
|
|
|
2007
|
Thomas Story & Son
Culver,
Indiana
|
$207K
|
+$201K
|
+1,000
|
New
|
|
|
2008
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$205K
|
+$67.2K
|
+334
|
+51%
|
|
|
2009
|
Biltmore Wealth Management
Tempe,
Arizona
|
$205K
|
+$199K
|
+989
|
New
|
|
|
2010
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$205K
|
+$200K
|
+992
|
New
|
|
|
2011
|
Chilton Capital Management
Houston,
Texas
|
$204K
|
+$199K
|
+987
|
New
|
|
|
2012
|
CreativeOne Wealth
Overland Park,
Kansas
|
$203K
|
-$106K
|
-525
|
-35%
|
|
|
2013
|
John G. Ullman & Associates
Corning,
New York
|
$203K
|
+$197K
|
+978
|
New
|
|
|
2014
|
Gemmer Asset Management
Walnut Creek,
California
|
$201K
|
–
|
–
|
–
|
|
|
2015
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$201K
|
+$212K
|
+1,054
|
New
|
|
|
2016
|
|
$200K
|
-$83.8K
|
-416
|
-30%
|
|
|
2017
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$200K
|
+$195K
|
+967
|
New
|
|
|
2018
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$198K
|
–
|
–
|
–
|
|
|
2019
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$197K
|
+$403
|
+2
|
+0.2%
|
|
|
2020
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$192K
|
–
|
–
|
–
|
|
|
2021
|
Princeton Capital Management
Red Bank,
New Jersey
|
$186K
|
-$10.1K
|
-50
|
-5%
|
|
|
2022
|
|
$186K
|
–
|
–
|
–
|
|
|
2023
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$185K
|
–
|
–
|
–
|
|
|
2024
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$184K
|
-$55.6K
|
-276
|
-24%
|
|
|
2025
|
Cerebellum
San Francisco,
California
|
$183K
|
+$178K
|
+883
|
New
|
|
