|
2001
|
Slow Capital
Greenbrae,
California
|
$201K
|
-$25K
|
-127
|
-9%
|
|
|
2002
|
CenterStar Asset Management
Chicago,
Illinois
|
$201K
|
–
|
–
|
–
|
|
|
2003
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$201K
|
+$41.4K
|
+210
|
+21%
|
|
|
2004
|
Tortoise Investment Management
White Plains,
New York
|
$200K
|
-$5.91K
|
-30
|
-2%
|
|
|
2005
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$200K
|
–
|
–
|
–
|
|
|
2006
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$200K
|
+$239K
|
+1,212
|
New
|
|
|
2007
|
Salomon & Ludwin
Richmond,
Virginia
|
$192K
|
-$14.8K
|
-75
|
-6%
|
|
|
2008
|
Balentine LLC
Atlanta,
Georgia
|
$188K
|
+$128K
|
+651
|
+134%
|
|
|
2009
|
Berman Capital Advisors
Atlanta,
Georgia
|
$187K
|
+$34.1K
|
+173
|
+18%
|
|
|
2010
|
Pathstone Family Office
Englewood,
New Jersey
|
$181K
|
-$4.73K
|
-24
|
-2%
|
|
|
2011
|
Wealth Advisors
Rancho Santa Fe,
California
|
$175K
|
–
|
–
|
–
|
|
|
2012
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$174K
|
+$170K
|
+862
|
+459%
|
|
|
2013
|
Kelly Financial Services
Braintree,
Massachusetts
|
$172K
|
+$394
|
+2
|
+0.2%
|
|
|
2014
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$171K
|
-$13.4K
|
-68
|
-6%
|
|
|
2015
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$170K
|
-$16.9K
|
-86
|
-8%
|
|
|
2016
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$169K
|
–
|
–
|
–
|
|
|
2017
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$167K
|
+$22.7K
|
+115
|
+13%
|
|
|
2018
|
McIlrath & Eck
Arlington,
Washington
|
$166K
|
+$4.53K
|
+23
|
+2%
|
|
|
2019
|
Meag Munich Ergo
Munich,
Germany
|
$165K
|
-$2.3M
|
-11,664
|
-92%
|
|
|
2020
|
|
$162K
|
+$193K
|
+981
|
New
|
|
|
2021
|
Bessemer Securities
New York
|
$161K
|
-$128K
|
-650
|
-40%
|
|
|
2022
|
Financial Perspectives
Minneapolis,
Minnesota
|
$160K
|
+$68.6K
|
+348
|
+56%
|
|
|
2023
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$158K
|
-$118K
|
-599
|
-39%
|
|
|
2024
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$158K
|
-$50.6K
|
-257
|
-21%
|
|
|
2025
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$153K
|
-$13.8K
|
-70
|
-7%
|
|
