|
2001
|
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
$193K
|
-$68.6K
|
-371
|
-25%
|
|
|
2002
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$192K
|
-$8.32K
|
-45
|
-4%
|
|
|
2003
|
Barrett & Company
Providence,
Rhode Island
|
$191K
|
–
|
–
|
–
|
|
|
2004
|
Advyzon Investment Management
Lisle,
Illinois
|
$188K
|
+$204K
|
+1,104
|
New
|
|
|
2005
|
|
$188K
|
+$185K
|
+1,000
|
+980%
|
|
|
2006
|
|
$183K
|
-$7.4K
|
-40
|
-4%
|
|
|
2007
|
Reyes Financial Architecture
San Diego,
California
|
$177K
|
+$35.1K
|
+190
|
+22%
|
|
|
2008
|
CVA Family Office
Denver,
Colorado
|
$174K
|
+$26.6K
|
+144
|
+16%
|
|
|
2009
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$172K
|
+$93.4K
|
+505
|
+100%
|
|
|
2010
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$167K
|
–
|
–
|
–
|
|
|
2011
|
Caldwell Sutter Capital
Sausalito,
California
|
$164K
|
-$12K
|
-65
|
-6%
|
|
|
2012
|
Webster Bank
Waterbury,
Connecticut
|
$164K
|
-$38.3K
|
-207
|
-18%
|
|
|
2013
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$164K
|
–
|
–
|
–
|
|
|
2014
|
Meridiem Investment Management
London,
United Kingdom
|
$164K
|
–
|
–
|
–
|
|
|
2015
|
Matthew Hamilton Rosenberg
|
$161K
|
+$24.8K
|
+134
|
+17%
|
|
|
2016
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$152K
|
+$20.5K
|
+111
|
+14%
|
|
|
2017
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$151K
|
+$83.2K
|
+450
|
+104%
|
|
|
2018
|
Horizon Bancorp
Michigan City,
Indiana
|
$148K
|
-$84.1K
|
-455
|
-34%
|
|
|
2019
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$147K
|
+$91.2K
|
+493
|
+130%
|
|
|
2020
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$145K
|
+$146K
|
+788
|
+1,271%
|
|
|
2021
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$144K
|
+$68K
|
+368
|
+95%
|
|
|
2022
|
Capula Management
Grand Cayman,
Cayman Islands
|
$140K
|
+$151K
|
+819
|
New
|
|
|
2023
|
Gables Capital Management
Miami,
Florida
|
$137K
|
–
|
–
|
–
|
|
|
2024
|
Rise Advisors
Rochester,
New York
|
$136K
|
+$9.25K
|
+50
|
+7%
|
|
|
2025
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$135K
|
-$26.6K
|
-144
|
-15%
|
|
