|
2001
|
Wallace Advisory Group
Lafayette,
California
|
$912K
|
-$300K
|
-4,885
|
-25%
|
|
|
2002
|
RS Crum Inc
Newport Beach,
California
|
$911K
|
–
|
–
|
–
|
|
|
2003
|
Rogco LP
Claremore,
Oklahoma
|
$910K
|
-$314K
|
-5,103
|
-28%
|
|
|
2004
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$907K
|
+$3.44K
|
+56
|
+0.4%
|
|
|
2005
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$906K
|
-$9.28K
|
-151
|
-1%
|
|
|
2006
|
Martin Capital Advisors
San Antonio,
Texas
|
$905K
|
–
|
–
|
–
|
|
|
2007
|
Flow Traders U.S.
New York
|
$902K
|
+$799K
|
+12,995
|
New
|
|
|
2008
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$901K
|
-$48.9K
|
-795
|
-6%
|
|
|
2009
|
Cross Staff Investments
Pittsford,
New York
|
$899K
|
-$5.71K
|
-93
|
-0.7%
|
|
|
2010
|
CM Wealth Advisors
Beachwood,
Ohio
|
$896K
|
-$154K
|
-2,504
|
-16%
|
|
|
2011
|
Green Alpha Advisors
Niwot,
Colorado
|
$895K
|
-$62.9K
|
-1,023
|
-7%
|
|
|
2012
|
Eagle Global Advisors
Houston,
Texas
|
$895K
|
–
|
–
|
–
|
|
|
2013
|
Investment Partners
New Philadelphia,
Ohio
|
$893K
|
-$109K
|
-1,769
|
-12%
|
|
|
2014
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$891K
|
+$192K
|
+3,132
|
+32%
|
|
|
2015
|
Pettee Investors
Rowayton,
Connecticut
|
$888K
|
+$347K
|
+5,643
|
+79%
|
|
|
2016
|
Perritt Capital Management
Chicago,
Illinois
|
$886K
|
-$22.3K
|
-363
|
-3%
|
|
|
2017
|
Evelyn Partners Asset Management
London,
|
$885K
|
-$20.8K
|
-339
|
-3%
|
|
|
2018
|
KRS Capital Management
Bloomfield,
Michigan
|
$882K
|
+$13K
|
+212
|
+2%
|
|
|
2019
|
BOS Asset Management
Springfield,
Illinois
|
$879K
|
+$75.7K
|
+1,232
|
+11%
|
|
|
2020
|
Doliver Advisors
Houston,
Texas
|
$872K
|
+$1.35K
|
+22
|
+0.2%
|
|
|
2021
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$868K
|
-$26.7K
|
-435
|
-3%
|
|
|
2022
|
Westshore Wealth
Newport Beach,
California
|
$865K
|
+$246
|
+4
|
+0%
|
|
|
2023
|
Members Trust
Tampa,
Florida
|
$865K
|
+$82.9K
|
+1,349
|
+12%
|
|
|
2024
|
Cypress Wealth Services
Palm Desert,
California
|
$864K
|
-$184
|
-3
|
-0%
|
|
|
2025
|
High Net Worth Advisory Group
Naples,
Florida
|
$864K
|
+$49.2K
|
+800
|
+7%
|
|
