|
2001
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.95M
|
-$20.7K
|
-144
|
-1%
|
|
|
2002
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.95M
|
+$89.3K
|
+621
|
+5%
|
|
|
2003
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.95M
|
-$7.2M
|
-50,070
|
-80%
|
|
|
2004
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.94M
|
+$416K
|
+2,893
|
+29%
|
|
|
2005
|
Hartline Investment Corp
Winnetka,
Illinois
|
$1.94M
|
+$11.5K
|
+80
|
+0.6%
|
|
|
2006
|
Saturna Capital
Bellingham,
Washington
|
$1.94M
|
+$1.33M
|
+9,250
|
+264%
|
|
|
2007
|
626 Financial
Portage,
Michigan
|
$1.94M
|
+$2.05M
|
+14,241
|
New
|
|
|
2008
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$1.94M
|
-$22.3K
|
-155
|
-1%
|
|
|
2009
|
CX Institutional
Auburn,
Indiana
|
$1.93M
|
-$3.03M
|
-21,051
|
-62%
|
|
|
2010
|
UBP Investment Advisors
Geneva,
Switzerland
|
$1.93M
|
+$123K
|
+853
|
+7%
|
|
|
2011
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.93M
|
+$6.33K
|
+44
|
+0.3%
|
|
|
2012
|
Chapman Investment Management
San Anselmo,
California
|
$1.93M
|
-$20.3K
|
-141
|
-1%
|
|
|
2013
|
Sonata Capital Group
Seattle,
Washington
|
$1.92M
|
+$7.19K
|
+50
|
+0.4%
|
|
|
2014
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.92M
|
-$52.1K
|
-362
|
-3%
|
|
|
2015
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.91M
|
-$43.9K
|
-305
|
-2%
|
|
|
2016
|
MCF Advisors
Covington,
Kentucky
|
$1.9M
|
+$93.8K
|
+652
|
+5%
|
|
|
2017
|
WBI Investments
Red Bank,
New Jersey
|
$1.9M
|
+$1.8M
|
+12,495
|
New
|
|
|
2018
|
Mason Investment Advisory Services
Reston,
Virginia
|
$1.9M
|
–
|
–
|
–
|
|
|
2019
|
|
$1.9M
|
-$82.9K
|
-576
|
-4%
|
|
|
2020
|
Ninety One
Cape Town,
South Africa
|
$1.9M
|
-$109K
|
-758
|
-6%
|
|
|
2021
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$1.9M
|
+$844K
|
+5,866
|
+89%
|
|
|
2022
|
Doliver Advisors
Houston,
Texas
|
$1.9M
|
+$144K
|
+998
|
+9%
|
|
|
2023
|
Two Sigma Investments
New York
|
$1.89M
|
-$9.36M
|
-65,037
|
-84%
|
|
|
2024
|
Liberty One Investment Management
Libertyville,
Illinois
|
$1.89M
|
+$23.7K
|
+165
|
+1%
|
|
|
2025
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.89M
|
+$18K
|
+125
|
+1%
|
|
