|
2001
|
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
|
$1.06M
|
-$1.33M
|
-4,498
|
-55%
|
|
|
2002
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.06M
|
-$144K
|
-487
|
-11%
|
|
|
2003
|
First Financial Corp
Terre Haute,
Indiana
|
$1.06M
|
-$2.66K
|
-9
|
-0.2%
|
|
|
2004
|
Aviance Capital Partners
Naples,
Florida
|
$1.06M
|
+$5.02K
|
+17
|
+0.4%
|
|
|
2005
|
Pinion Investment Advisors
Wichita,
Kansas
|
$1.05M
|
-$49.9K
|
-169
|
-4%
|
|
|
2006
|
Salem Capital Management
Woburn,
Massachusetts
|
$1.05M
|
–
|
–
|
–
|
|
|
2007
|
Royal Harbor Partners
Houston,
Texas
|
$1.05M
|
+$1.48K
|
+5
|
+0.1%
|
|
|
2008
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.05M
|
-$44.3K
|
-150
|
-4%
|
|
|
2009
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$1.05M
|
-$16.2K
|
-55
|
-1%
|
|
|
2010
|
Bangor Savings Bank
Bangor,
Maine
|
$1.05M
|
+$52.2K
|
+177
|
+5%
|
|
|
2011
|
Naviter Wealth
Little Rock,
Arkansas
|
$1.05M
|
+$90.3K
|
+306
|
+9%
|
|
|
2012
|
|
$1.04M
|
-$184K
|
-623
|
-14%
|
|
|
2013
|
Mystic Asset Management
Warwick,
Rhode Island
|
$1.04M
|
+$16.5K
|
+56
|
+2%
|
|
|
2014
|
Merrion Investment Management
Cranford,
New Jersey
|
$1.04M
|
–
|
–
|
–
|
|
|
2015
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.04M
|
+$15.3K
|
+52
|
+1%
|
|
|
2016
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.04M
|
-$42.8K
|
-145
|
-4%
|
|
|
2017
|
Pendal Group
Sydney,
Australia
|
$1.04M
|
+$507K
|
+1,717
|
+84%
|
|
|
2018
|
Evoke Wealth
Los Angeles,
California
|
$1.04M
|
+$271K
|
+918
|
+32%
|
|
|
2019
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.03M
|
-$10.6K
|
-36
|
-1%
|
|
|
2020
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.03M
|
+$26.6K
|
+90
|
+3%
|
|
|
2021
|
Tortoise Investment Management
White Plains,
New York
|
$1.03M
|
-$175K
|
-593
|
-14%
|
|
|
2022
|
Menard Financial Group
Houston,
Texas
|
$1.03M
|
+$12.4K
|
+42
|
+1%
|
|
|
2023
|
Jackson Wealth Management
Lake Mary,
Florida
|
$1.03M
|
+$750K
|
+2,540
|
+213%
|
|
|
2024
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$1.03M
|
-$7.38K
|
-25
|
-0.7%
|
|
|
2025
|
|
$1.02M
|
-$2.47M
|
-8,362
|
-69%
|
|
