|
2001
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.75M
|
-$65.2K
|
-1,680
|
-4%
|
|
|
2002
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.75M
|
-$90.5K
|
-2,332
|
-5%
|
|
|
2003
|
Day & Ennis
Macon,
Georgia
|
$1.75M
|
-$270K
|
-6,956
|
-13%
|
|
|
2004
|
New England Research & Management
Chicago,
Illinois
|
$1.74M
|
+$95.9K
|
+2,472
|
+6%
|
|
|
2005
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$1.73M
|
+$123K
|
+3,172
|
+8%
|
|
|
2006
|
Mork Capital Management
Healdsburg,
California
|
$1.73M
|
–
|
–
|
–
|
|
|
2007
|
Fruth Investment Management
Houston,
Texas
|
$1.72M
|
–
|
–
|
–
|
|
|
2008
|
Somerset Group
Wayzata,
Minnesota
|
$1.71M
|
–
|
–
|
–
|
|
|
2009
|
Tortoise Investment Management
White Plains,
New York
|
$1.71M
|
+$38.8K
|
+1,000
|
+2%
|
|
|
2010
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$1.7M
|
+$301K
|
+7,764
|
+21%
|
|
|
2011
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$1.7M
|
–
|
–
|
–
|
|
|
2012
|
Hudock Inc
Williamsport,
Pennsylvania
|
$1.69M
|
-$47.5K
|
-1,224
|
-3%
|
|
|
2013
|
Israel Discount Bank of New York
New York
|
$1.69M
|
-$37.2K
|
-960
|
-2%
|
|
|
2014
|
Keystone Financial Planning
Cleveland,
Ohio
|
$1.68M
|
-$187K
|
-4,816
|
-10%
|
|
|
2015
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.66M
|
-$22.5K
|
-580
|
-1%
|
|
|
2016
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.66M
|
-$29.5K
|
-760
|
-2%
|
|
|
2017
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.64M
|
+$25.8K
|
+664
|
+2%
|
|
|
2018
|
Yorktown Management & Research Company
Forest,
Virginia
|
$1.63M
|
-$93.1K
|
-2,400
|
-5%
|
|
|
2019
|
|
$1.63M
|
-$186K
|
-4,800
|
-10%
|
|
|
2020
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.62M
|
-$1.99M
|
-51,264
|
-55%
|
|
|
2021
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$1.61M
|
+$82.7K
|
+2,132
|
+5%
|
|
|
2022
|
Polen Capital Management
Boca Raton,
Florida
|
$1.61M
|
+$80.1K
|
+2,064
|
+5%
|
|
|
2023
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.6M
|
+$1.44M
|
+37,036
|
+814%
|
|
|
2024
|
Emerald Advisers
Leola,
Pennsylvania
|
$1.6M
|
+$466
|
+12
|
+0%
|
|
|
2025
|
Vaughan David Investments
Peoria,
Illinois
|
$1.59M
|
-$101K
|
-2,592
|
-6%
|
|
