|
2001
|
BIP Wealth
Atlanta,
Georgia
|
$899K
|
-$297K
|
-1,908
|
-25%
|
|
|
2002
|
Regatta Capital Group
El Segundo,
California
|
$894K
|
-$75.6K
|
-485
|
-8%
|
|
|
2003
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$893K
|
–
|
–
|
–
|
|
|
2004
|
Addison Advisors
Middlebury,
Vermont
|
$891K
|
+$1.09K
|
+7
|
+0.1%
|
|
|
2005
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$891K
|
-$95.7K
|
-614
|
-10%
|
|
|
2006
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$886K
|
-$12.8K
|
-82
|
-1%
|
|
|
2007
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$880K
|
-$89.9K
|
-577
|
-9%
|
|
|
2008
|
denkapparat Operations
Berlin,
Germany
|
$880K
|
+$883K
|
+5,666
|
New
|
|
|
2009
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$879K
|
-$29.3K
|
-188
|
-3%
|
|
|
2010
|
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
|
$877K
|
-$935
|
-6
|
-0.1%
|
|
|
2011
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$875K
|
-$13.1K
|
-84
|
-1%
|
|
|
2012
|
Virtue Asset Management
Barrington,
Illinois
|
$874K
|
+$82.9K
|
+532
|
+10%
|
|
|
2013
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$868K
|
+$26.2K
|
+168
|
+3%
|
|
|
2014
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$868K
|
+$51.3K
|
+329
|
+6%
|
|
|
2015
|
Dorato Capital Management
Denver,
Colorado
|
$867K
|
+$8.57K
|
+55
|
+1%
|
|
|
2016
|
Counterpoint Mutual Funds
San Diego,
California
|
$867K
|
+$870K
|
+5,584
|
New
|
|
|
2017
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$867K
|
+$20.7K
|
+133
|
+2%
|
|
|
2018
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$866K
|
–
|
–
|
–
|
|
|
2019
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$866K
|
+$13.9K
|
+89
|
+2%
|
|
|
2020
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$865K
|
–
|
–
|
–
|
|
|
2021
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$864K
|
+$9.97K
|
+64
|
+1%
|
|
|
2022
|
Opinicus Capital
Tampa,
Florida
|
$864K
|
-$104K
|
-669
|
-11%
|
|
|
2023
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$864K
|
-$166K
|
-1,067
|
-16%
|
|
|
2024
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$863K
|
-$83.4K
|
-535
|
-9%
|
|
|
2025
|
Triglav Skladi
Ljubljana,
Slovenia
|
$862K
|
+$294K
|
+1,886
|
+51%
|
|
