|
2001
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$390K
|
-$125K
|
-574
|
-25%
|
|
|
2002
|
Armbruster Capital Management
Pittsford,
New York
|
$390K
|
-$3.28K
|
-15
|
-0.9%
|
|
|
2003
|
Overbrook Management Corp
New York
|
$389K
|
–
|
–
|
–
|
|
|
2004
|
First Financial Corp
Terre Haute,
Indiana
|
$384K
|
+$30.6K
|
+140
|
+9%
|
|
|
2005
|
First Western Capital Management
Los Angeles,
California
|
$382K
|
-$71.9K
|
-329
|
-17%
|
|
|
2006
|
MCF Advisors
Covington,
Kentucky
|
$382K
|
+$19.5K
|
+89
|
+6%
|
|
|
2007
|
Arcus Capital Partners
Atlanta,
Georgia
|
$381K
|
+$1.31K
|
+6
|
+0.4%
|
|
|
2008
|
|
$381K
|
+$13.3K
|
+61
|
+4%
|
|
|
2009
|
BSW Wealth Partners
Boulder,
Colorado
|
$380K
|
+$27.5K
|
+126
|
+8%
|
|
|
2010
|
Global Endowment Management
Charlotte,
North Carolina
|
$376K
|
-$43.3K
|
-198
|
-11%
|
|
|
2011
|
Weil Company
San Diego,
California
|
$375K
|
-$1.75K
|
-8
|
-0.5%
|
|
|
2012
|
New England Asset Management
Farmington,
Connecticut
|
$375K
|
–
|
–
|
–
|
|
|
2013
|
Alpha Capital Management
Austin,
Texas
|
$373K
|
–
|
–
|
–
|
|
|
2014
|
Quantamental Technologies
White Plains,
New York
|
$373K
|
+$229K
|
+1,049
|
+188%
|
|
|
2015
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$372K
|
+$1.09K
|
+5
|
+0.3%
|
|
|
2016
|
Investors Research Corp
Atlanta,
Georgia
|
$372K
|
+$25.8K
|
+118
|
+8%
|
|
|
2017
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$372K
|
+$351K
|
+1,604
|
New
|
|
|
2018
|
Skylands Capital
Milwaukee,
Wisconsin
|
$371K
|
-$175K
|
-800
|
-33%
|
|
|
2019
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$370K
|
+$349K
|
+1,596
|
New
|
|
|
2020
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$368K
|
+$54.4K
|
+249
|
+19%
|
|
|
2021
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$365K
|
-$284K
|
-1,300
|
-45%
|
|
|
2022
|
Lee Financial
Dallas,
Texas
|
$365K
|
–
|
–
|
–
|
|
|
2023
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$363K
|
-$183K
|
-837
|
-35%
|
|
|
2024
|
Alyeska Investment Group
Chicago,
Illinois
|
$362K
|
-$1.01M
|
-4,613
|
-75%
|
|
|
2025
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$362K
|
–
|
–
|
–
|
|
