|
2001
|
Capital Management Associates (New York)
New York
|
$1.09M
|
-$16.6K
|
-175
|
-1%
|
|
|
2002
|
Sciencast Management
Princeton,
New Jersey
|
$1.09M
|
+$1.05M
|
+11,082
|
New
|
|
|
2003
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.08M
|
+$109K
|
+1,146
|
+11%
|
|
|
2004
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$1.08M
|
–
|
–
|
–
|
|
|
2005
|
Lucas Capital Management
Red Bank,
New Jersey
|
$1.08M
|
+$101K
|
+1,065
|
+10%
|
|
|
2006
|
Edgewood Management
Greenwich,
Connecticut
|
$1.07M
|
–
|
–
|
–
|
|
|
2007
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.07M
|
+$86.9K
|
+916
|
+9%
|
|
|
2008
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$1.07M
|
-$251K
|
-2,646
|
-19%
|
|
|
2009
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$1.07M
|
-$34.7K
|
-366
|
-3%
|
|
|
2010
|
Stelac Advisory Services
New York
|
$1.07M
|
+$85.3K
|
+899
|
+9%
|
|
|
2011
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.07M
|
+$1.23K
|
+13
|
+0.1%
|
|
|
2012
|
Clear Perspective Advisors
Aurora,
Illinois
|
$1.07M
|
+$51.8K
|
+546
|
+5%
|
|
|
2013
|
Breiter Capital Management
Bradenton,
Florida
|
$1.06M
|
+$51.1K
|
+539
|
+5%
|
|
|
2014
|
Seven Eight Capital
New York
|
$1.06M
|
-$303K
|
-3,195
|
-22%
|
|
|
2015
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.06M
|
+$127K
|
+1,341
|
+13%
|
|
|
2016
|
First Financial Corp
Terre Haute,
Indiana
|
$1.06M
|
+$32.9K
|
+347
|
+3%
|
|
|
2017
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.06M
|
+$491K
|
+5,170
|
+85%
|
|
|
2018
|
Modus Advisors
Excelsior,
Minnesota
|
$1.06M
|
+$621K
|
+6,546
|
+139%
|
|
|
2019
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.05M
|
-$58.5K
|
-617
|
-5%
|
|
|
2020
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$1.05M
|
–
|
–
|
–
|
|
|
2021
|
Greylin Investment Management
Orange,
Virginia
|
$1.05M
|
-$154K
|
-1,626
|
-13%
|
|
|
2022
|
MCF Advisors
Covington,
Kentucky
|
$1.05M
|
-$238K
|
-2,513
|
-18%
|
|
|
2023
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.04M
|
+$32.5K
|
+343
|
+3%
|
|
|
2024
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.04M
|
-$25.3K
|
-267
|
-2%
|
|
|
2025
|
MV Capital Management
Bethesda,
Maryland
|
$1.04M
|
+$216K
|
+2,275
|
+26%
|
|
