|
2001
|
First Bankers Trust
Louisville,
Kentucky
|
$812K
|
–
|
–
|
–
|
|
|
2002
|
|
$811K
|
+$13.9K
|
+54
|
+2%
|
|
|
2003
|
MUFG Securities EMEA
London,
United Kingdom
|
$809K
|
+$707K
|
+2,746
|
New
|
|
|
2004
|
Cromwell Holdings
Jackson,
Wyoming
|
$809K
|
–
|
–
|
–
|
|
|
2005
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$808K
|
-$21.9K
|
-85
|
-3%
|
|
|
2006
|
Black Diamond Financial
Towson,
Maryland
|
$808K
|
+$8.76K
|
+34
|
+1%
|
|
|
2007
|
Saratoga Research & Investment Management
Saratoga,
California
|
$807K
|
–
|
–
|
–
|
|
|
2008
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$807K
|
+$63.1K
|
+245
|
+10%
|
|
|
2009
|
Aljian Capital Management
Carson City,
Nevada
|
$805K
|
+$2.83K
|
+11
|
+0.4%
|
|
|
2010
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$804K
|
+$7.99K
|
+31
|
+1%
|
|
|
2011
|
Barrett & Company
Providence,
Rhode Island
|
$803K
|
+$773
|
+3
|
+0.1%
|
|
|
2012
|
Lewis Asset Management
Lafayette,
California
|
$800K
|
-$92.2K
|
-358
|
-12%
|
|
|
2013
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$800K
|
+$25K
|
+97
|
+4%
|
|
|
2014
|
Fort Point Capital Partners
San Francisco,
California
|
$798K
|
+$35.3K
|
+137
|
+5%
|
|
|
2015
|
Kiker Wealth Management
Jasper,
Georgia
|
$797K
|
+$258
|
+1
|
+0%
|
|
|
2016
|
Tortoise Investment Management
White Plains,
New York
|
$796K
|
+$258
|
+1
|
+0%
|
|
|
2017
|
Gryphon Financial Partners
Columbus,
Ohio
|
$796K
|
+$39.9K
|
+155
|
+6%
|
|
|
2018
|
Eagle Capital Management (New York)
New York
|
$796K
|
–
|
–
|
–
|
|
|
2019
|
Quintet Private Bank (Europe)
Luxembourg
|
$794K
|
-$70.3K
|
-273
|
-9%
|
|
|
2020
|
|
$794K
|
+$160K
|
+620
|
+30%
|
|
|
2021
|
|
$793K
|
+$19.3K
|
+75
|
+3%
|
|
|
2022
|
Evanson Asset Management
Carmel,
California
|
$788K
|
+$37.9K
|
+147
|
+6%
|
|
|
2023
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$787K
|
-$8.24K
|
-32
|
-1%
|
|
|
2024
|
Spirit of America Management Corp
Syosset,
New York
|
$786K
|
–
|
–
|
–
|
|
|
2025
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$786K
|
-$16.5K
|
-64
|
-2%
|
|
