|
2001
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$506K
|
-$3.38K
|
-65
|
-0.7%
|
|
|
2002
|
Callan Capital
La Jolla,
California
|
$506K
|
–
|
–
|
–
|
|
|
2003
|
TFC Financial Management
Boston,
Massachusetts
|
$506K
|
+$508K
|
+9,767
|
New
|
|
|
2004
|
American Financial Advisors
Marietta,
Georgia
|
$503K
|
+$11.9K
|
+229
|
+2%
|
|
|
2005
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$499K
|
-$271K
|
-5,213
|
-35%
|
|
|
2006
|
Sage Rhino Capital
Menlo Park,
California
|
$497K
|
-$26.5K
|
-509
|
-5%
|
|
|
2007
|
Insight 2811 Inc
Chicago,
Illinois
|
$496K
|
+$5.3K
|
+102
|
+1%
|
|
|
2008
|
Gilbert & Cook
West Des Moines,
Iowa
|
$494K
|
+$30.4K
|
+585
|
+7%
|
|
|
2009
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$494K
|
+$106K
|
+2,032
|
+27%
|
|
|
2010
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$491K
|
-$460K
|
-8,839
|
-48%
|
|
|
2011
|
Physician Wealth Advisors
Midvale,
Utah
|
$491K
|
-$7.75K
|
-149
|
-1%
|
|
|
2012
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$490K
|
+$19K
|
+366
|
+4%
|
|
|
2013
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$490K
|
+$205K
|
+3,938
|
+71%
|
|
|
2014
|
Bennicas & Associates
Portola Valley,
California
|
$488K
|
–
|
–
|
–
|
|
|
2015
|
Klingman & Associates
New York
|
$488K
|
+$293K
|
+5,628
|
+148%
|
|
|
2016
|
Silvant Capital Management
Atlanta,
Georgia
|
$487K
|
–
|
–
|
–
|
|
|
2017
|
Concentrum Wealth Management
San Jose,
California
|
$484K
|
+$728
|
+14
|
+0.2%
|
|
|
2018
|
Day & Ennis
Macon,
Georgia
|
$483K
|
+$8.79K
|
+169
|
+2%
|
|
|
2019
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$482K
|
-$18.9K
|
-364
|
-4%
|
|
|
2020
|
ExodusPoint Capital Management
New York
|
$481K
|
-$20M
|
-384,433
|
-98%
|
|
|
2021
|
Leuthold Group
Minneapolis,
Minnesota
|
$481K
|
-$4.29M
|
-82,472
|
-90%
|
|
|
2022
|
Grandfield & Dodd
New York
|
$480K
|
-$24.1K
|
-464
|
-5%
|
|
|
2023
|
Blue Fin Capital
Warren,
Rhode Island
|
$480K
|
-$12.4K
|
-239
|
-3%
|
|
|
2024
|
First Citizens Financial Corp
Mason City,
Iowa
|
$480K
|
-$12.4K
|
-239
|
-3%
|
|
|
2025
|
SSI Investment Management
Los Angeles,
California
|
$480K
|
-$11.7K
|
-225
|
-2%
|
|
