|
2001
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.07M
|
+$35.8K
|
+365
|
+3%
|
|
|
2002
|
CWA Asset Management Group
Naples,
Florida
|
$1.07M
|
-$127K
|
-1,298
|
-10%
|
|
|
2003
|
Unigestion Holding
Geneva,
Switzerland
|
$1.07M
|
+$466K
|
+4,743
|
+74%
|
|
|
2004
|
Cacti Asset Management
Atlanta,
Georgia
|
$1.07M
|
–
|
–
|
–
|
|
|
2005
|
Bell Bank
Fargo,
North Dakota
|
$1.07M
|
+$436K
|
+4,436
|
+67%
|
|
|
2006
|
First Financial Corp
Terre Haute,
Indiana
|
$1.06M
|
-$24.6K
|
-250
|
-2%
|
|
|
2007
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.06M
|
-$3.63K
|
-37
|
-0.3%
|
|
|
2008
|
Trellus Management Company
Delray Beach,
Florida
|
$1.06M
|
–
|
–
|
–
|
|
|
2009
|
UBP Investment Advisors
Geneva,
Switzerland
|
$1.05M
|
-$7.76K
|
-79
|
-0.7%
|
|
|
2010
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.05M
|
+$36.1K
|
+368
|
+3%
|
|
|
2011
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$1.04M
|
-$10.2K
|
-104
|
-1%
|
|
|
2012
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.03M
|
+$188K
|
+1,918
|
+22%
|
|
|
2013
|
SSI Investment Management
Los Angeles,
California
|
$1.03M
|
-$24.6K
|
-250
|
-2%
|
|
|
2014
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$1.03M
|
–
|
–
|
–
|
|
|
2015
|
Asset Management Corp
Northbrook,
Illinois
|
$1.03M
|
+$12.7K
|
+129
|
+1%
|
|
|
2016
|
Eagle Capital Management (New York)
New York
|
$1.03M
|
–
|
–
|
–
|
|
|
2017
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$1.03M
|
+$98.4K
|
+1,002
|
+10%
|
|
|
2018
|
Ategra Capital Management
Vienna,
Virginia
|
$1.03M
|
+$350K
|
+3,569
|
+50%
|
|
|
2019
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$1.03M
|
+$170K
|
+1,732
|
+19%
|
|
|
2020
|
ExodusPoint Capital Management
New York
|
$1.02M
|
-$21.2M
|
-216,197
|
-95%
|
|
|
2021
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$1.01M
|
+$1.03M
|
+10,518
|
New
|
|
|
2022
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$1.01M
|
-$47.9K
|
-488
|
-4%
|
|
|
2023
|
BHK Investment Advisors
Birmingham,
Alabama
|
$1.01M
|
+$39.9K
|
+406
|
+4%
|
|
|
2024
|
SFMG Wealth Advisors
Plano,
Texas
|
$1M
|
+$206K
|
+2,099
|
+25%
|
|
|
2025
|
Round Hill Asset Management
Pasadena,
California
|
$1M
|
+$76.9K
|
+783
|
+8%
|
|
