|
2001
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$409K
|
+$379K
|
+14,306
|
+71,530%
|
|
|
2002
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$408K
|
+$10.9K
|
+411
|
+3%
|
|
|
2003
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$406K
|
+$16.2K
|
+613
|
+5%
|
|
|
2004
|
Berkshire Money Management
Dalton,
Massachusetts
|
$406K
|
+$29.6K
|
+1,117
|
+9%
|
|
|
2005
|
TAP Consulting
Kirkwood,
Missouri
|
$406K
|
+$377K
|
+14,214
|
New
|
|
|
2006
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$403K
|
-$765K
|
-28,874
|
-67%
|
|
|
2007
|
John G. Ullman & Associates
Corning,
New York
|
$403K
|
-$280K
|
-10,571
|
-43%
|
|
|
2008
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$403K
|
+$254K
|
+9,581
|
+211%
|
|
|
2009
|
Summit Financial Strategies
Columbus,
Ohio
|
$402K
|
-$2.99K
|
-113
|
-0.8%
|
|
|
2010
|
Kendall Capital Management
Rockville,
Maryland
|
$400K
|
-$19.7K
|
-742
|
-5%
|
|
|
2011
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$400K
|
–
|
–
|
–
|
|
|
2012
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$399K
|
-$10.8M
|
-407,166
|
-97%
|
|
|
2013
|
Trust Company
Manhattan,
Kansas
|
$397K
|
+$85.8K
|
+3,240
|
+30%
|
|
|
2014
|
Overbrook Management Corp
New York
|
$396K
|
–
|
–
|
–
|
|
|
2015
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$394K
|
+$56.4K
|
+2,128
|
+18%
|
|
|
2016
|
TCG Advisors
Austin,
Texas
|
$393K
|
+$32.1K
|
+1,211
|
+10%
|
|
|
2017
|
|
$387K
|
+$250K
|
+9,449
|
+231%
|
|
|
2018
|
Transform Wealth
Greenwood Village,
Colorado
|
$386K
|
-$75.5K
|
-2,849
|
-17%
|
|
|
2019
|
NuWave Investment Management
Parsippany,
New Jersey
|
$386K
|
+$321K
|
+12,116
|
+819%
|
|
|
2020
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$386K
|
+$358K
|
+13,517
|
New
|
|
|
2021
|
Financial Insights
Tacoma,
Washington
|
$385K
|
+$92.1K
|
+3,477
|
+35%
|
|
|
2022
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$383K
|
+$115K
|
+4,330
|
+48%
|
|
|
2023
|
Sterneck Capital Management
Kansas City,
Missouri
|
$382K
|
-$998K
|
-37,681
|
-74%
|
|
|
2024
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$381K
|
+$33.8K
|
+1,275
|
+11%
|
|
|
2025
|
Horizon Investment Services
Hammond,
Indiana
|
$381K
|
+$353K
|
+13,315
|
New
|
|
