|
2001
|
Security National Bank
Omaha,
Nebraska
|
$1.3K
|
–
|
–
|
–
|
|
|
2002
|
Davis Capital Management
Jacksonville,
Florida
|
$1.3K
|
+$477
|
+1
|
+50%
|
|
|
2003
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.3K
|
+$1.43K
|
+3
|
New
|
|
|
2004
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$1.05K
|
-$72.5K
|
-152
|
-98%
|
|
|
2005
|
|
$957
|
-$1.34M
|
-2,818
|
-100%
|
|
|
2006
|
Byrne Asset Management
Kingston,
New Jersey
|
$865
|
–
|
–
|
–
|
|
|
2007
|
Seneschal Advisors
Tacoma,
Washington
|
$865
|
–
|
–
|
–
|
|
|
2008
|
Trust Company
Manhattan,
Kansas
|
$865
|
–
|
–
|
–
|
|
|
2009
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$865
|
+$954
|
+2
|
New
|
|
|
2010
|
Kingdom Financial Group
Peoria,
Arizona
|
$865
|
+$954
|
+2
|
New
|
|
|
2011
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$865
|
+$954
|
+2
|
New
|
|
|
2012
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$440
|
–
|
–
|
–
|
|
|
2013
|
Nvest Wealth Strategies
Powell,
Ohio
|
$433
|
-$11K
|
-23
|
-96%
|
|
|
2014
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$433
|
–
|
–
|
–
|
|
|
2015
|
3 Factor Indexing
Sacramento,
California
|
$433
|
+$477
|
+1
|
New
|
|
|
2016
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$432
|
-$954
|
-2
|
-67%
|
|
|
2017
|
|
$432
|
+$477
|
+1
|
New
|
|
|
2018
|
Estabrook Capital Management
New York
|
$432
|
+$477
|
+1
|
New
|
|
|
2019
|
Bear Mountain Capital
Seattle,
Washington
|
$405
|
–
|
–
|
–
|
|
|
2020
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$190
|
–
|
–
|
–
|
|
|
2021
|
|
$11
|
–
|
–
|
–
|
|
|
2022
|
|
–
|
-$3.06B
|
-4,617,021
|
Closed
|
|
|
2023
|
Fundsmith LLP
London,
United Kingdom
|
–
|
-$414M
|
-625,619
|
Closed
|
|
|
2024
|
Holocene Advisors
New York
|
–
|
-$315M
|
-476,280
|
Closed
|
|
|
2025
|
AKO Capital
London,
United Kingdom
|
–
|
-$158M
|
-238,876
|
Closed
|
|
