|
2001
|
Tri-Star Advisors
Houston,
Texas
|
$76.1K
|
-$1.95M
|
-19,505
|
-96%
|
|
|
2002
|
Disciplined Investments
Tulsa,
Oklahoma
|
$75.9K
|
+$47.8K
|
+478
|
+156%
|
|
|
2003
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$75.8K
|
–
|
–
|
–
|
|
|
2004
|
Founders Capital Management (Texas)
Houston,
Texas
|
$75K
|
+$44.2K
|
+442
|
+133%
|
|
|
2005
|
Disciplina Capital Management
Nashville,
Tennessee
|
$74.8K
|
-$17.5K
|
-175
|
-18%
|
|
|
2006
|
Raleigh Capital Management
Cary,
North Carolina
|
$72.8K
|
-$429K
|
-4,290
|
-85%
|
|
|
2007
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$71K
|
–
|
–
|
–
|
|
|
2008
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$71K
|
–
|
–
|
–
|
|
|
2009
|
Anchor Investment Management
Columbia,
South Carolina
|
$70.7K
|
+$28.3K
|
+283
|
+63%
|
|
|
2010
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$70.7K
|
-$2.95M
|
-29,508
|
-98%
|
|
|
2011
|
Windsor Advisory Group
Columbus,
Ohio
|
$70.1K
|
–
|
–
|
–
|
|
|
2012
|
Silicon Valley Capital Partners
San Jose,
California
|
$69.3K
|
+$13.6K
|
+136
|
+23%
|
|
|
2013
|
|
$67K
|
–
|
–
|
–
|
|
|
2014
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$65.9K
|
+$12.5K
|
+125
|
+22%
|
|
|
2015
|
Tower Research Capital (TRC)
New York
|
$60K
|
+$36.3K
|
+363
|
+141%
|
|
|
2016
|
Mill Capital Management
Concord,
North Carolina
|
$58K
|
–
|
–
|
–
|
|
|
2017
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$58K
|
+$60K
|
+600
|
New
|
|
|
2018
|
First Personal Financial Services
Charlotte,
North Carolina
|
$52.6K
|
–
|
–
|
–
|
|
|
2019
|
Canton Hathaway
Providence,
Rhode Island
|
$51K
|
–
|
–
|
–
|
|
|
2020
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$48.6K
|
–
|
–
|
–
|
|
|
2021
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$47.5K
|
+$100
|
+1
|
+0.2%
|
|
|
2022
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$46K
|
+$2.1K
|
+21
|
+4%
|
|
|
2023
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$44K
|
-$1.42M
|
-14,160
|
-97%
|
|
|
2024
|
Financial Management Professionals
Austin,
Texas
|
$44K
|
–
|
–
|
–
|
|
|
2025
|
Bray Capital Advisors
Naples,
Florida
|
$44K
|
-$21K
|
-210
|
-32%
|
|
