|
2001
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$1.1M
|
-$4.38K
|
-26
|
-0.4%
|
|
|
2002
|
Bray Capital Advisors
Naples,
Florida
|
$1.1M
|
-$10.1K
|
-60
|
-0.9%
|
|
|
2003
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$1.1M
|
-$50.8K
|
-302
|
-5%
|
|
|
2004
|
Custos Family Office
Austin,
Texas
|
$1.1M
|
-$8.08K
|
-48
|
-0.8%
|
|
|
2005
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$1.1M
|
+$118K
|
+700
|
+13%
|
|
|
2006
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.1M
|
-$101K
|
-599
|
-9%
|
|
|
2007
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$1.1M
|
-$29.5K
|
-175
|
-3%
|
|
|
2008
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.1M
|
+$398K
|
+2,365
|
+61%
|
|
|
2009
|
Inspire Trust Company
Reno,
Nevada
|
$1.09M
|
+$522K
|
+3,100
|
+98%
|
|
|
2010
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$1.09M
|
+$673
|
+4
|
+0.1%
|
|
|
2011
|
Humankind Investments
New York
|
$1.09M
|
+$82K
|
+487
|
+8%
|
|
|
2012
|
Addison Advisors
Middlebury,
Vermont
|
$1.09M
|
+$78.3K
|
+465
|
+8%
|
|
|
2013
|
Sutton Place Investors
Katonah,
New York
|
$1.09M
|
+$343K
|
+2,035
|
+48%
|
|
|
2014
|
Stableford Capital II
Scottsdale,
Arizona
|
$1.09M
|
+$17K
|
+101
|
+2%
|
|
|
2015
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.09M
|
-$19.2K
|
-114
|
-2%
|
|
|
2016
|
Gotham Asset Management
New York
|
$1.09M
|
-$5.43M
|
-32,252
|
-84%
|
|
|
2017
|
Hudson Value Partners
Palm Beach,
Florida
|
$1.09M
|
-$188K
|
-1,114
|
-15%
|
|
|
2018
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$1.09M
|
–
|
–
|
–
|
|
|
2019
|
Clearstead Trust
Portland,
Maine
|
$1.09M
|
+$1.35K
|
+8
|
+0.1%
|
|
|
2020
|
First County Bank
Stamford,
Connecticut
|
$1.09M
|
-$727K
|
-4,319
|
-41%
|
|
|
2021
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.09M
|
+$165K
|
+979
|
+19%
|
|
|
2022
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$1.09M
|
–
|
–
|
–
|
|
|
2023
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.08M
|
-$199K
|
-1,185
|
-16%
|
|
|
2024
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$1.08M
|
-$13K
|
-77
|
-1%
|
|
|
2025
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.08M
|
+$193K
|
+1,148
|
+23%
|
|
