|
2001
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$537K
|
-$13.1K
|
-221
|
-2%
|
|
|
2002
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$537K
|
-$11.1K
|
-188
|
-2%
|
|
|
2003
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$537K
|
+$41.2K
|
+696
|
+8%
|
|
|
2004
|
Rational Advisors
Huntington,
New York
|
$536K
|
+$572K
|
+9,661
|
+4,025%
|
|
|
2005
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$535K
|
-$93.1K
|
-1,574
|
-14%
|
|
|
2006
|
Aufman Associates
Sewickley,
Pennsylvania
|
$534K
|
+$592
|
+10
|
+0.1%
|
|
|
2007
|
Soltis Investment Advisors
St. George,
Utah
|
$533K
|
-$6.98K
|
-118
|
-1%
|
|
|
2008
|
Financial Sense Advisors
San Diego,
California
|
$531K
|
-$23.8K
|
-402
|
-4%
|
|
|
2009
|
Verus Capital Partners
Scottsdale,
Arizona
|
$530K
|
-$6.8K
|
-115
|
-1%
|
|
|
2010
|
Callan Capital
La Jolla,
California
|
$529K
|
+$579K
|
+9,780
|
New
|
|
|
2011
|
Howard Wealth Management
Madison,
Connecticut
|
$528K
|
-$7.22K
|
-122
|
-1%
|
|
|
2012
|
Insight Wealth Strategies
San Ramon,
California
|
$528K
|
+$24.7K
|
+418
|
+4%
|
|
|
2013
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$527K
|
-$1.95K
|
-33
|
-0.3%
|
|
|
2014
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$527K
|
–
|
–
|
–
|
|
|
2015
|
Concentrum Wealth Management
San Jose,
California
|
$525K
|
-$25.8K
|
-436
|
-4%
|
|
|
2016
|
SSI Investment Management
Los Angeles,
California
|
$523K
|
-$6.74K
|
-114
|
-1%
|
|
|
2017
|
Sage Rhino Capital
Menlo Park,
California
|
$519K
|
+$2.66K
|
+45
|
+0.5%
|
|
|
2018
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$519K
|
+$11.8K
|
+200
|
+2%
|
|
|
2019
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$518K
|
-$567K
|
-9,578
|
-50%
|
|
|
2020
|
Horizon Kinetics Asset Management
New York
|
$518K
|
+$9.52K
|
+161
|
+2%
|
|
|
2021
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$515K
|
+$563K
|
+9,525
|
New
|
|
|
2022
|
Titus Wealth Management
Larskpur,
California
|
$512K
|
+$13.3K
|
+224
|
+2%
|
|
|
2023
|
Financial Advisors
Andover,
Massachusetts
|
$512K
|
+$47.3K
|
+800
|
+9%
|
|
|
2024
|
Bennicas & Associates
Portola Valley,
California
|
$510K
|
–
|
–
|
–
|
|
|
2025
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$510K
|
+$112K
|
+1,894
|
+25%
|
|
