|
2001
|
G&S Capital
Denver,
Colorado
|
$294K
|
-$3.1M
|
-25,563
|
-91%
|
|
|
2002
|
Proficio Capital Partners
Newton,
Massachusetts
|
$293K
|
-$10.1K
|
-83
|
-3%
|
|
|
2003
|
Wright Investors Service
Shelton,
Connecticut
|
$293K
|
+$2.31K
|
+19
|
+0.8%
|
|
|
2004
|
Pope Asset Management
Memphis,
Tennessee
|
$293K
|
+$291K
|
+2,400
|
New
|
|
|
2005
|
MV Capital Management
Bethesda,
Maryland
|
$291K
|
-$728
|
-6
|
-0.3%
|
|
|
2006
|
IMS Capital Management
Portland,
Oregon
|
$290K
|
-$9.58K
|
-79
|
-3%
|
|
|
2007
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$289K
|
-$39.7K
|
-327
|
-12%
|
|
|
2008
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$288K
|
-$60.7K
|
-500
|
-18%
|
|
|
2009
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
2010
|
Fulcrum Capital
Seattle,
Washington
|
$284K
|
–
|
–
|
–
|
|
|
2011
|
Diamond Hill Capital Management
Columbus,
Ohio
|
$284K
|
+$77.2K
|
+636
|
+38%
|
|
|
2012
|
Barber Financial Group
Lenexa,
Kansas
|
$284K
|
+$282K
|
+2,324
|
New
|
|
|
2013
|
Suffolk Capital Management
New York
|
$283K
|
-$586K
|
-4,829
|
-68%
|
|
|
2014
|
Caxton Associates (New York)
New York
|
$283K
|
+$281K
|
+2,314
|
New
|
|
|
2015
|
Personal Financial Consultants
Lafayette,
California
|
$283K
|
+$281K
|
+2,316
|
New
|
|
|
2016
|
Hendershot Investments
Centreville,
Virginia
|
$278K
|
–
|
–
|
–
|
|
|
2017
|
Trilogy Capital
Irvine,
California
|
$277K
|
+$121
|
+1
|
+0%
|
|
|
2018
|
Miracle Mile Advisors
Los Angeles,
California
|
$276K
|
-$198K
|
-1,629
|
-42%
|
|
|
2019
|
Beddow Capital Management
Jackson,
Wyoming
|
$275K
|
-$69.8K
|
-575
|
-20%
|
|
|
2020
|
Toth Financial Advisory
Leesburg,
Virginia
|
$274K
|
-$17.6K
|
-145
|
-6%
|
|
|
2021
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$273K
|
–
|
–
|
–
|
|
|
2022
|
Ken Stern & Associates
San Diego,
California
|
$272K
|
–
|
–
|
–
|
|
|
2023
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
2024
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$272K
|
+$607
|
+5
|
+0.2%
|
|
|
2025
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$272K
|
+$18.2K
|
+150
|
+7%
|
|
