|
2001
|
Oak Asset Management
Westlake Village,
California
|
$721K
|
-$1.13K
|
-20
|
-0.2%
|
|
|
2002
|
Quad Capital Management Advisors
New York
|
$717K
|
+$688K
|
+12,180
|
New
|
|
|
2003
|
Virtue Capital Management
Brentwood,
Tennessee
|
$716K
|
+$12.4K
|
+220
|
+2%
|
|
|
2004
|
Sage Rhino Capital
Menlo Park,
California
|
$714K
|
+$685K
|
+12,140
|
New
|
|
|
2005
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$711K
|
-$11.3K
|
-200
|
-2%
|
|
|
2006
|
CNB Bank
Clearfield,
Pennsylvania
|
$710K
|
+$90.3K
|
+1,600
|
+15%
|
|
|
2007
|
Bridgewater Associates
Westport,
Connecticut
|
$707K
|
-$5.22M
|
-92,500
|
-88%
|
|
|
2008
|
Miller Value Partners
Sarasota,
Florida
|
$706K
|
–
|
–
|
–
|
|
|
2009
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$705K
|
+$57.6K
|
+1,020
|
+9%
|
|
|
2010
|
Excalibur Management
Waltham,
Massachusetts
|
$703K
|
-$71.1K
|
-1,260
|
-10%
|
|
|
2011
|
High Pointe Capital Management
Chicago,
Illinois
|
$700K
|
-$50.8K
|
-900
|
-7%
|
|
|
2012
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$699K
|
-$168K
|
-2,980
|
-20%
|
|
|
2013
|
AJ Wealth Strategies
New York
|
$699K
|
-$73.4K
|
-1,300
|
-10%
|
|
|
2014
|
Asset Dedication LLC
San Francisco,
California
|
$698K
|
+$2.26K
|
+40
|
+0.3%
|
|
|
2015
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$697K
|
–
|
–
|
–
|
|
|
2016
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$696K
|
+$3.39K
|
+60
|
+0.5%
|
|
|
2017
|
Means Investment Company
Bangor,
Maine
|
$696K
|
+$13.6K
|
+240
|
+2%
|
|
|
2018
|
DFPG Investments
Sandy,
Utah
|
$694K
|
+$180K
|
+3,180
|
+39%
|
|
|
2019
|
Signet Financial Management
Parsippany,
New Jersey
|
$689K
|
-$35K
|
-620
|
-5%
|
|
|
2020
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$685K
|
-$76.8K
|
-1,360
|
-10%
|
|
|
2021
|
Meridian Wealth Advisors
Austin,
Texas
|
$684K
|
+$32.7K
|
+580
|
+5%
|
|
|
2022
|
Cadence Capital Management
Boston,
Massachusetts
|
$683K
|
+$2.26K
|
+40
|
+0.3%
|
|
|
2023
|
Capital Management Associates (New York)
New York
|
$679K
|
–
|
–
|
–
|
|
|
2024
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$678K
|
+$14.7K
|
+260
|
+2%
|
|
|
2025
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$673K
|
+$129K
|
+2,280
|
+25%
|
|
