|
2001
|
Noven Financial Group
Denver,
Colorado
|
$981K
|
-$3.99K
|
-132
|
-0.4%
|
|
|
2002
|
Verity Asset Management
Durham,
North Carolina
|
$979K
|
+$78.4K
|
+2,596
|
+9%
|
|
|
2003
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$979K
|
+$156K
|
+5,168
|
+20%
|
|
|
2004
|
Wealthcare Capital Management
Richmond,
Virginia
|
$978K
|
+$676K
|
+22,380
|
+247%
|
|
|
2005
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$976K
|
+$2.29K
|
+76
|
+0.2%
|
|
|
2006
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$975K
|
-$21.1K
|
-700
|
-2%
|
|
|
2007
|
Cinque Partners
Los Angeles,
California
|
$967K
|
-$4.1M
|
-135,836
|
-81%
|
|
|
2008
|
Gould Asset Management
Claremont,
California
|
$965K
|
-$92.5K
|
-3,064
|
-9%
|
|
|
2009
|
Hilton Capital Management
Garden City,
New York
|
$961K
|
+$2.78K
|
+92
|
+0.3%
|
|
|
2010
|
Alexandria Capital
Arlington,
Virginia
|
$948K
|
+$223K
|
+7,392
|
+32%
|
|
|
2011
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$946K
|
–
|
–
|
–
|
|
|
2012
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$946K
|
+$90.9K
|
+3,012
|
+11%
|
|
|
2013
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$945K
|
+$917K
|
+30,384
|
New
|
|
|
2014
|
Goldstein Munger & Associates
San Ramon,
California
|
$939K
|
+$52.5K
|
+1,740
|
+6%
|
|
|
2015
|
First Eagle Investment Management
New York
|
$938K
|
+$24.2K
|
+800
|
+3%
|
|
|
2016
|
Seamans Capital Management
Boston,
Massachusetts
|
$933K
|
+$906K
|
+30,000
|
New
|
|
|
2017
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$926K
|
-$465K
|
-15,416
|
-34%
|
|
|
2018
|
AssetMark Inc
Concord,
California
|
$925K
|
-$56.5K
|
-1,872
|
-6%
|
|
|
2019
|
King Wealth Management Group
Naples,
Florida
|
$921K
|
-$31.3K
|
-1,036
|
-3%
|
|
|
2020
|
Ruffer LLP
London,
United Kingdom
|
$915K
|
–
|
–
|
–
|
|
|
2021
|
High Point Bank & Trust
High Point,
North Carolina
|
$914K
|
-$44.3K
|
-1,468
|
-5%
|
|
|
2022
|
Gradient Investments
Arden Hills,
Minnesota
|
$909K
|
-$557K
|
-18,440
|
-39%
|
|
|
2023
|
John G. Ullman & Associates
Corning,
New York
|
$905K
|
-$4.23K
|
-140
|
-0.5%
|
|
|
2024
|
Odey Holdings (Switzerland)
Zurich, Switzerland,
Switzerland
|
$905K
|
+$879K
|
+29,100
|
New
|
|
|
2025
|
Financial Advisory Group
Houston,
Texas
|
$903K
|
+$168K
|
+5,560
|
+24%
|
|
