|
2001
|
Bourgeon Capital Management
Darien,
Connecticut
|
$134K
|
+$132K
|
+2,460
|
New
|
|
|
2002
|
Janiczek Wealth Management
Denver,
Colorado
|
$133K
|
+$26.8K
|
+500
|
+26%
|
|
|
2003
|
Private Ocean
San Rafael,
California
|
$132K
|
–
|
–
|
–
|
|
|
2004
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$131K
|
-$129K
|
-2,415
|
-50%
|
|
|
2005
|
Acima Private Wealth
Richmond,
Virginia
|
$131K
|
–
|
–
|
–
|
|
|
2006
|
Spectrum Management Group
Indianapolis,
Indiana
|
$128K
|
–
|
–
|
–
|
|
|
2007
|
Endurance Wealth Management
Providence,
Rhode Island
|
$126K
|
–
|
–
|
–
|
|
|
2008
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$123K
|
–
|
–
|
–
|
|
|
2009
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$121K
|
-$78.3K
|
-1,462
|
-40%
|
|
|
2010
|
McIlrath & Eck
Arlington,
Washington
|
$121K
|
+$12.5K
|
+233
|
+12%
|
|
|
2011
|
Lipe & Dalton
Syracuse,
New York
|
$120K
|
+$5.36K
|
+100
|
+5%
|
|
|
2012
|
Cribstone Capital Management
Augusta,
Maine
|
$118K
|
-$26.7K
|
-499
|
-19%
|
|
|
2013
|
Quantamental Technologies
White Plains,
New York
|
$116K
|
+$114K
|
+2,131
|
New
|
|
|
2014
|
EARNEST Partners
Atlanta,
Georgia
|
$110K
|
–
|
–
|
–
|
|
|
2015
|
Focused Wealth Management
Newburgh,
New York
|
$109K
|
+$10.8K
|
+201
|
+11%
|
|
|
2016
|
Vectors Research Management
New York
|
$108K
|
–
|
–
|
–
|
|
|
2017
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$107K
|
–
|
–
|
–
|
|
|
2018
|
|
$107K
|
+$4.39K
|
+82
|
+4%
|
|
|
2019
|
IMA Advisory Services
Denver,
Colorado
|
$106K
|
+$589
|
+11
|
+0.6%
|
|
|
2020
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$106K
|
+$101K
|
+1,880
|
+2,350%
|
|
|
2021
|
Tradewinds Capital Management
Bellingham,
Washington
|
$105K
|
+$11.6K
|
+216
|
+13%
|
|
|
2022
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$103K
|
–
|
–
|
–
|
|
|
2023
|
Glassman Wealth Services
Vienna,
Virginia
|
$99K
|
+$2.04K
|
+38
|
+2%
|
|
|
2024
|
Paradigm Asset Management
New York
|
$98K
|
–
|
–
|
–
|
|
|
2025
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$97K
|
+$95.5K
|
+1,784
|
New
|
|
