|
2001
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$359K
|
+$350K
|
+836
|
New
|
|
|
2002
|
Iron Horse Wealth Management
Johston,
Iowa
|
$357K
|
–
|
–
|
–
|
|
|
2003
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$354K
|
-$114K
|
-273
|
-25%
|
|
|
2004
|
Retirement Capital Strategies
San Jose,
California
|
$354K
|
–
|
–
|
–
|
|
|
2005
|
Avity Investment Management
Greenwich,
Connecticut
|
$353K
|
–
|
–
|
–
|
|
|
2006
|
Silversage Advisors
Irvine,
California
|
$352K
|
-$52.4K
|
-125
|
-13%
|
|
|
2007
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$352K
|
–
|
–
|
–
|
|
|
2008
|
Crossvault Capital Management
San Antonio,
Texas
|
$350K
|
–
|
–
|
–
|
|
|
2009
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$350K
|
–
|
–
|
–
|
|
|
2010
|
Meeder Asset Management
Dublin,
Ohio
|
$350K
|
+$105K
|
+251
|
+45%
|
|
|
2011
|
Seelaus Asset Management
Chatham,
New Jersey
|
$348K
|
–
|
–
|
–
|
|
|
2012
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$346K
|
-$41.9K
|
-100
|
-11%
|
|
|
2013
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$344K
|
–
|
–
|
–
|
|
|
2014
|
Neumann Capital Management
Foster City,
California
|
$344K
|
–
|
–
|
–
|
|
|
2015
|
M&R Capital Management
Summit,
New Jersey
|
$343K
|
+$335K
|
+800
|
New
|
|
|
2016
|
Camden National Bank
Camden,
Maine
|
$342K
|
+$42.3K
|
+101
|
+15%
|
|
|
2017
|
Atwood & Palmer
Kansas City,
Missouri
|
$341K
|
-$241K
|
-576
|
-42%
|
|
|
2018
|
Zuckerman Investment Group
Chicago,
Illinois
|
$340K
|
–
|
–
|
–
|
|
|
2019
|
Fulcrum Equity Management
Plano,
Texas
|
$339K
|
+$331K
|
+789
|
New
|
|
|
2020
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$335K
|
–
|
–
|
–
|
|
|
2021
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$335K
|
+$327K
|
+780
|
New
|
|
|
2022
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$334K
|
–
|
–
|
–
|
|
|
2023
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$334K
|
+$181K
|
+433
|
+126%
|
|
|
2024
|
WealthTrust Asset Management
Destin,
Florida
|
$330K
|
+$321K
|
+766
|
New
|
|
|
2025
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$329K
|
-$448K
|
-1,070
|
-58%
|
|
