|
2001
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$9.76K
|
–
|
–
|
–
|
|
|
2002
|
Islay Capital Management
Lubbock,
Texas
|
$9.76K
|
–
|
–
|
–
|
|
|
2003
|
Pacifica Partners
Surrey,
Canada
|
$9.74K
|
–
|
–
|
–
|
|
|
2004
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$8.98K
|
–
|
–
|
–
|
|
|
2005
|
Basso Capital Management
Stamford,
Connecticut
|
$8.79K
|
+$8.6K
|
+90
|
New
|
|
|
2006
|
Truvestments Capital
Sarasota,
Florida
|
$8.1K
|
–
|
–
|
–
|
|
|
2007
|
Highline Wealth Partners
Sherman Oaks,
California
|
$8.01K
|
–
|
–
|
–
|
|
|
2008
|
Perkins Coie Trust Company
Seattle,
Washington
|
$7.61K
|
–
|
–
|
–
|
|
|
2009
|
JDM Financial Group
Austin,
Texas
|
$7.32K
|
–
|
–
|
–
|
|
|
2010
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$7.03K
|
–
|
–
|
–
|
|
|
2011
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$7.02K
|
-$8.12K
|
-85
|
-52%
|
|
|
2012
|
Evolution Advisers
Richmond,
Virginia
|
$7K
|
–
|
–
|
–
|
|
|
2013
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$6.84K
|
+$2.2K
|
+23
|
+49%
|
|
|
2014
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$6.05K
|
-$5.92K
|
-62
|
-50%
|
|
|
2015
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$5.86K
|
-$22.9K
|
-240
|
-80%
|
|
|
2016
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$5.37K
|
–
|
–
|
–
|
|
|
2017
|
Disciplined Investments
Tulsa,
Oklahoma
|
$5.37K
|
-$1.24K
|
-13
|
-19%
|
|
|
2018
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$5.08K
|
–
|
–
|
–
|
|
|
2019
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$4.39K
|
-$38.8M
|
-405,800
|
-100%
|
|
|
2020
|
Avion Wealth
The Woodlands,
Texas
|
$3K
|
+$4.3K
|
+45
|
New
|
|
|
2021
|
PayPay Securities
Tokyo,
Japan
|
$2.83K
|
-$1.15K
|
-12
|
-29%
|
|
|
2022
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$2.64K
|
+$2.58K
|
+27
|
New
|
|
|
2023
|
Activest Wealth Management
Aventure,
Florida
|
$2.6K
|
–
|
–
|
–
|
|
|
2024
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2.34K
|
-$382
|
-4
|
-14%
|
|
|
2025
|
Abound Wealth Management
Franklin,
Tennessee
|
$1.97K
|
+$1.34K
|
+14
|
+233%
|
|
