|
2001
|
Weatherstone Capital Management
Denver,
Colorado
|
$235K
|
–
|
–
|
–
|
|
|
2002
|
Foundry Partners
Minneapolis,
Minnesota
|
$234K
|
–
|
–
|
–
|
|
|
2003
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$232K
|
-$27.4K
|
-600
|
-10%
|
|
|
2004
|
McGowan Group Asset Management
Dallas,
Texas
|
$232K
|
-$6.3K
|
-138
|
-3%
|
|
|
2005
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$230K
|
-$1.83M
|
-40,200
|
-89%
|
|
|
2006
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$229K
|
-$136K
|
-2,982
|
-36%
|
|
|
2007
|
Autus Asset Management
Scottsdale,
Arizona
|
$222K
|
+$229K
|
+5,021
|
New
|
|
|
2008
|
Provident Trust Company
Waukesha,
Wisconsin
|
$221K
|
–
|
–
|
–
|
|
|
2009
|
Financial Advisory Group
Houston,
Texas
|
$221K
|
+$229K
|
+5,014
|
New
|
|
|
2010
|
Bellecapital
Zurich,
Switzerland
|
$219K
|
-$117K
|
-2,564
|
-34%
|
|
|
2011
|
Affiance Financial
St. Louis Park,
Minnesota
|
$219K
|
–
|
–
|
–
|
|
|
2012
|
MV Capital Management
Bethesda,
Maryland
|
$218K
|
-$684
|
-15
|
-0.3%
|
|
|
2013
|
RFG Advisory
Birmingham,
Alabama
|
$217K
|
+$224K
|
+4,918
|
New
|
|
|
2014
|
Weybosset Research & Management
Province,
Rhode Island
|
$216K
|
-$114K
|
-2,500
|
-34%
|
|
|
2015
|
West Coast Financial
Santa Barbara,
California
|
$213K
|
+$220K
|
+4,824
|
New
|
|
|
2016
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$212K
|
–
|
–
|
–
|
|
|
2017
|
Cortland Associates
St Louis,
Missouri
|
$212K
|
+$219K
|
+4,810
|
New
|
|
|
2018
|
|
$208K
|
+$215K
|
+4,722
|
New
|
|
|
2019
|
Balentine LLC
Atlanta,
Georgia
|
$206K
|
-$26.3K
|
-576
|
-11%
|
|
|
2020
|
Elm Advisors
Burlingame,
California
|
$205K
|
+$212K
|
+4,640
|
New
|
|
|
2021
|
Keel Point
Huntsville,
Alabama
|
$203K
|
+$201K
|
+4,411
|
New
|
|
|
2022
|
Condor Capital Management
Martinsville,
New Jersey
|
$202K
|
+$208K
|
+4,567
|
New
|
|
|
2023
|
US Financial Advisors
Braintree,
Massachusetts
|
$195K
|
-$36.9K
|
-809
|
-15%
|
|
|
2024
|
Point72 Asset Management
Stamford,
Connecticut
|
$185K
|
+$192K
|
+4,200
|
New
|
|
|
2025
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$180K
|
-$13.7K
|
-300
|
-7%
|
|
