|
2001
|
Prelude Capital Management
New York
|
$373K
|
-$1.74M
|
-74,426
|
-83%
|
|
|
2002
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$373K
|
+$6.51K
|
+279
|
+2%
|
|
|
2003
|
Teza Capital Management
Chicago,
Illinois
|
$373K
|
-$1.05M
|
-44,869
|
-74%
|
|
|
2004
|
Wealthquest
Cincinnati,
Ohio
|
$373K
|
+$20.2K
|
+866
|
+6%
|
|
|
2005
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$373K
|
-$11.7K
|
-500
|
-3%
|
|
|
2006
|
Amarillo National Bank
Amarillo,
Texas
|
$372K
|
+$2.33K
|
+100
|
+0.7%
|
|
|
2007
|
Forza Wealth Management
Sarasota,
Florida
|
$371K
|
+$51K
|
+2,188
|
+17%
|
|
|
2008
|
Element Wealth
Ridgeland,
Mississippi
|
$371K
|
+$52.9K
|
+2,269
|
+17%
|
|
|
2009
|
Financial Advocates Investment Management
Olympia,
Washington
|
$370K
|
-$428K
|
-18,358
|
-55%
|
|
|
2010
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$369K
|
-$35.5K
|
-1,521
|
-9%
|
|
|
2011
|
Clear Creek Financial Management
Silverdale,
Washington
|
$369K
|
+$1.12K
|
+48
|
+0.3%
|
|
|
2012
|
|
$368K
|
-$13.8K
|
-593
|
-4%
|
|
|
2013
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$368K
|
+$354K
|
+15,190
|
New
|
|
|
2014
|
Gould Asset Management
Claremont,
California
|
$368K
|
-$583
|
-25
|
-0.2%
|
|
|
2015
|
Quotient Wealth Partners
Dallas,
Texas
|
$368K
|
+$70.4K
|
+3,018
|
+25%
|
|
|
2016
|
Keel Point
Huntsville,
Alabama
|
$368K
|
+$98.8K
|
+4,238
|
+39%
|
|
|
2017
|
Capital Square
Chattanooga,
Tennessee
|
$367K
|
+$39.5K
|
+1,693
|
+13%
|
|
|
2018
|
LCM Capital Management
Chicago,
Illinois
|
$367K
|
-$89.8K
|
-3,849
|
-20%
|
|
|
2019
|
Weinberger Asset Management
Los Angeles,
California
|
$366K
|
-$39.5K
|
-1,693
|
-10%
|
|
|
2020
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$366K
|
-$140K
|
-5,989
|
-28%
|
|
|
2021
|
Bath Savings Trust
Bath,
Maine
|
$366K
|
-$7K
|
-300
|
-2%
|
|
|
2022
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$366K
|
+$4.5K
|
+193
|
+1%
|
|
|
2023
|
Genesis Private Wealth
Ashburn,
Virginia
|
$365K
|
-$770
|
-33
|
-0.2%
|
|
|
2024
|
United Advisor Group
Cincinnati,
Ohio
|
$365K
|
+$65.2K
|
+2,794
|
+23%
|
|
|
2025
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$365K
|
–
|
–
|
–
|
|
