|
2001
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$299K
|
–
|
–
|
–
|
|
|
2002
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$299K
|
+$283K
|
+1,485
|
New
|
|
|
2003
|
Stiles Financial Services
Edina,
Minnesota
|
$299K
|
+$3.04K
|
+16
|
+1%
|
|
|
2004
|
Baron Wealth Management
Troy,
Michigan
|
$299K
|
-$19.2K
|
-101
|
-6%
|
|
|
2005
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$298K
|
-$2.28K
|
-12
|
-0.8%
|
|
|
2006
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$298K
|
-$7.61K
|
-40
|
-3%
|
|
|
2007
|
St. Johns Investment Management
Jacksonville,
Florida
|
$298K
|
–
|
–
|
–
|
|
|
2008
|
Eagle Strategies
New York
|
$298K
|
-$218K
|
-1,145
|
-44%
|
|
|
2009
|
ASB Consultores
Aventura,
Florida
|
$298K
|
-$47.6K
|
-250
|
-14%
|
|
|
2010
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$297K
|
–
|
–
|
–
|
|
|
2011
|
Ausdal Financial Partners
Davenport,
Iowa
|
$297K
|
-$6.47K
|
-34
|
-2%
|
|
|
2012
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$294K
|
-$951
|
-5
|
-0.3%
|
|
|
2013
|
Oxford Asset Management
Oxford,
United Kingdom
|
$294K
|
+$52.9K
|
+278
|
+24%
|
|
|
2014
|
Tanaka Capital Management
New York
|
$293K
|
-$83.3K
|
-438
|
-23%
|
|
|
2015
|
Pavion Blue Capital
Newport Beach,
California
|
$293K
|
–
|
–
|
–
|
|
|
2016
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$293K
|
-$192K
|
-1,008
|
-41%
|
|
|
2017
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$292K
|
+$37.3K
|
+196
|
+16%
|
|
|
2018
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$291K
|
-$12.2K
|
-64
|
-4%
|
|
|
2019
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$291K
|
-$5.9K
|
-31
|
-2%
|
|
|
2020
|
TriaGen Wealth Management
Calabasas,
California
|
$291K
|
+$8.18K
|
+43
|
+3%
|
|
|
2021
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$290K
|
+$381
|
+2
|
+0.1%
|
|
|
2022
|
Barrett & Company
Providence,
Rhode Island
|
$290K
|
+$571
|
+3
|
+0.2%
|
|
|
2023
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$290K
|
+$5.9K
|
+31
|
+2%
|
|
|
2024
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$289K
|
-$55.9K
|
-294
|
-17%
|
|
|
2025
|
BNP Paribas Asset Management
Paris,
France
|
$289K
|
-$36.9K
|
-194
|
-12%
|
|
