|
2001
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$1.61M
|
-$29.7K
|
-175
|
-2%
|
|
|
2002
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.61M
|
-$29.9K
|
-176
|
-2%
|
|
|
2003
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$1.61M
|
+$1.05M
|
+6,211
|
+203%
|
|
|
2004
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$1.61M
|
-$118K
|
-693
|
-7%
|
|
|
2005
|
American Planning Services
Sun City Center,
Florida
|
$1.6M
|
+$40.7K
|
+240
|
+3%
|
|
|
2006
|
Charter Research & Investment Group
Southport,
Connecticut
|
$1.6M
|
-$102K
|
-600
|
-6%
|
|
|
2007
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.6M
|
-$2.81M
|
-16,553
|
-64%
|
|
|
2008
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.6M
|
+$10K
|
+59
|
+0.6%
|
|
|
2009
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.6M
|
-$32.4K
|
-191
|
-2%
|
|
|
2010
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$1.6M
|
-$16.3K
|
-96
|
-1%
|
|
|
2011
|
Raleigh Capital Management
Cary,
North Carolina
|
$1.6M
|
-$23.3K
|
-137
|
-1%
|
|
|
2012
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$1.6M
|
-$5.26K
|
-31
|
-0.3%
|
|
|
2013
|
Wealth Effects
Boston,
Massachusetts
|
$1.59M
|
+$17K
|
+100
|
+1%
|
|
|
2014
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.59M
|
+$28K
|
+165
|
+2%
|
|
|
2015
|
Barrett & Company
Providence,
Rhode Island
|
$1.59M
|
-$76.2K
|
-449
|
-5%
|
|
|
2016
|
Aljian Capital Management
Carson City,
Nevada
|
$1.58M
|
+$1.55M
|
+9,141
|
New
|
|
|
2017
|
MJP Associates
Farmington,
Connecticut
|
$1.58M
|
+$258K
|
+1,522
|
+20%
|
|
|
2018
|
Birinyi Associates
Westport,
Connecticut
|
$1.58M
|
+$509
|
+3
|
+0%
|
|
|
2019
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1.58M
|
+$71.1K
|
+419
|
+5%
|
|
|
2020
|
Readystate Asset Management
Chicago,
Illinois
|
$1.57M
|
+$1.54M
|
+9,090
|
New
|
|
|
2021
|
Beacon Financial Group
Dallas,
Texas
|
$1.57M
|
+$22.2K
|
+131
|
+1%
|
|
|
2022
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.57M
|
+$24.6K
|
+145
|
+2%
|
|
|
2023
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$1.57M
|
+$4.07K
|
+24
|
+0.3%
|
|
|
2024
|
Parallax Volatility Advisers
San Francisco,
California
|
$1.57M
|
+$1.54M
|
+9,071
|
New
|
|
|
2025
|
GAM Holding
Zurich,
Switzerland
|
$1.57M
|
+$1.54M
|
+9,070
|
New
|
|
