|
2001
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$138K
|
+$140K
|
+1,640
|
New
|
|
|
2002
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$124K
|
-$179K
|
-2,100
|
-59%
|
|
|
2003
|
First Mercantile Trust
Cordova,
Tennessee
|
$122K
|
-$4.44M
|
-52,076
|
-97%
|
|
|
2004
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$120K
|
–
|
–
|
–
|
|
|
2005
|
Edge Wealth Management
New York
|
$118K
|
-$2.56K
|
-30
|
-2%
|
|
|
2006
|
Buffington Mohr McNeal
Boise,
Idaho
|
$116K
|
–
|
–
|
–
|
|
|
2007
|
Lee Financial
Dallas,
Texas
|
$115K
|
+$117K
|
+1,371
|
New
|
|
|
2008
|
Proficio Capital Partners
Newton,
Massachusetts
|
$114K
|
-$446K
|
-5,228
|
-79%
|
|
|
2009
|
EARNEST Partners
Atlanta,
Georgia
|
$110K
|
+$111K
|
+1,303
|
New
|
|
|
2010
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$109K
|
+$74.2K
|
+870
|
+202%
|
|
|
2011
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$108K
|
-$90.6K
|
-1,063
|
-46%
|
|
|
2012
|
Empirical Finance
Havertown,
Pennsylvania
|
$101K
|
+$102K
|
+1,194
|
New
|
|
|
2013
|
Marshall & Sullivan
Seattle,
Washington
|
$100K
|
–
|
–
|
–
|
|
|
2014
|
Americafirst Capital Management
Roseville,
California
|
$99.1K
|
-$12.2K
|
-143
|
-11%
|
|
|
2015
|
Cordasco Financial Network
Naples,
Florida
|
$99K
|
-$1.53K
|
-18
|
-2%
|
|
|
2016
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$99K
|
+$71.9K
|
+843
|
+256%
|
|
|
2017
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$95K
|
+$426
|
+5
|
+0.4%
|
|
|
2018
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$93.5K
|
+$94.8K
|
+1,112
|
New
|
|
|
2019
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$91.1K
|
+$9.89K
|
+116
|
+12%
|
|
|
2020
|
MU Investments Company
Tokyo,
Japan
|
$89K
|
-$53.7K
|
-630
|
-38%
|
|
|
2021
|
AllSquare Wealth Management
Albany,
New York
|
$87K
|
–
|
–
|
–
|
|
|
2022
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$86K
|
-$11.6K
|
-136
|
-12%
|
|
|
2023
|
Smith Affiliated Capital
New York
|
$84.1K
|
–
|
–
|
–
|
|
|
2024
|
Stanford Investment Group
Mountain View,
California
|
$79K
|
–
|
–
|
–
|
|
|
2025
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$64K
|
–
|
–
|
–
|
|
