|
2001
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$202K
|
–
|
–
|
–
|
|
|
2002
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$201K
|
-$32.3K
|
-357
|
-13%
|
|
|
2003
|
Alterna Wealth Management
Houston,
Texas
|
$201K
|
–
|
–
|
–
|
|
|
2004
|
Advisor OS
Chicago,
Illinois
|
$201K
|
+$2.71K
|
+30
|
+1%
|
|
|
2005
|
Joule Financial
Lexington,
Kentucky
|
$201K
|
+$21.5K
|
+238
|
+11%
|
|
|
2006
|
Autus Asset Management
Scottsdale,
Arizona
|
$200K
|
+$272
|
+3
|
+0.1%
|
|
|
2007
|
LexAurum Advisors
Overland Park,
Kansas
|
$200K
|
+$3.08K
|
+34
|
+1%
|
|
|
2008
|
Truvestments Capital
Sarasota,
Florida
|
$195K
|
+$634
|
+7
|
+0.3%
|
|
|
2009
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$184K
|
-$13.8K
|
-153
|
-6%
|
|
|
2010
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$183K
|
–
|
–
|
–
|
|
|
2011
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$180K
|
-$32.9K
|
-364
|
-14%
|
|
|
2012
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$180K
|
+$1.09K
|
+12
|
+0.5%
|
|
|
2013
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$180K
|
+$1.36K
|
+15
|
+0.7%
|
|
|
2014
|
CNB Bank
Clearfield,
Pennsylvania
|
$176K
|
-$35.1K
|
-388
|
-15%
|
|
|
2015
|
CKW Financial Group
Honolulu,
Hawaii
|
$176K
|
–
|
–
|
–
|
|
|
2016
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$176K
|
–
|
–
|
–
|
|
|
2017
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$176K
|
+$4.43K
|
+49
|
+2%
|
|
|
2018
|
Eagle Bay Advisors
New York
|
$175K
|
-$14.9K
|
-165
|
-7%
|
|
|
2019
|
Spirit of America Management Corp
Syosset,
New York
|
$172K
|
–
|
–
|
–
|
|
|
2020
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$172K
|
–
|
–
|
–
|
|
|
2021
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$169K
|
-$242K
|
-2,670
|
-56%
|
|
|
2022
|
TimeScale Financial
Danvers,
Massachusetts
|
$168K
|
-$4.34K
|
-48
|
-2%
|
|
|
2023
|
Avion Wealth
The Woodlands,
Texas
|
$168K
|
+$9.05K
|
+100
|
+5%
|
|
|
2024
|
Horan Securities
Cincinnati,
United States
|
$167K
|
-$180K
|
-1,990
|
-49%
|
|
|
2025
|
West Paces Advisors
Atlanta,
Georgia
|
$165K
|
-$3.8K
|
-42
|
-2%
|
|
