|
2001
|
Vista Capital Partners
Portland,
Oregon
|
$237K
|
+$15.6K
|
+153
|
+7%
|
|
|
2002
|
FCM Investments
Dallas,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
2003
|
Mount Vernon Associates
Baltimore,
Maryland
|
$236K
|
–
|
–
|
–
|
|
|
2004
|
SRH Advisors
Salina,
Kansas
|
$235K
|
–
|
–
|
–
|
|
|
2005
|
Karpus Investment Management
Pittsford,
New York
|
$229K
|
+$231K
|
+2,276
|
New
|
|
|
2006
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$228K
|
+$6.3K
|
+62
|
+3%
|
|
|
2007
|
Boothbay Fund Management
New York
|
$228K
|
+$230K
|
+2,266
|
New
|
|
|
2008
|
Verition Fund Management
Greenwich,
Connecticut
|
$227K
|
+$14.2K
|
+140
|
+7%
|
|
|
2009
|
Pacer Advisors
Malvern,
Pennsylvania
|
$227K
|
+$230K
|
+2,257
|
New
|
|
|
2010
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$223K
|
-$20.3K
|
-200
|
-8%
|
|
|
2011
|
Barnett & Company
Chattanooga,
Tennessee
|
$223K
|
+$8.13K
|
+80
|
+4%
|
|
|
2012
|
Shikiar Asset Management
New York
|
$221K
|
–
|
–
|
–
|
|
|
2013
|
Corundum Group
Colorado Springs,
Colorado
|
$219K
|
+$1.93K
|
+19
|
+0.9%
|
|
|
2014
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$218K
|
+$220K
|
+2,168
|
New
|
|
|
2015
|
Financial Sense Advisors
San Diego,
California
|
$216K
|
-$8.46M
|
-83,235
|
-97%
|
|
|
2016
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$216K
|
-$72.3K
|
-711
|
-25%
|
|
|
2017
|
Peavine Capital
Reno,
Nevada
|
$215K
|
-$1.12K
|
-11
|
-0.5%
|
|
|
2018
|
Navellier & Associates
Reno,
Nevada
|
$213K
|
+$15.5K
|
+152
|
+8%
|
|
|
2019
|
HighVista Strategies
Boston,
Massachusetts
|
$211K
|
-$55.8K
|
-549
|
-21%
|
|
|
2020
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$210K
|
-$330K
|
-3,250
|
-61%
|
|
|
2021
|
Rothschild Capital Partners
New York
|
$210K
|
–
|
–
|
–
|
|
|
2022
|
Hartline Investment Corp
Winnetka,
Illinois
|
$209K
|
+$3.05K
|
+30
|
+1%
|
|
|
2023
|
Waverly Advisors
Birmingham,
Alabama
|
$209K
|
+$3.56K
|
+35
|
+2%
|
|
|
2024
|
Avidian Wealth Enterprises
Houston,
Texas
|
$209K
|
+$10.4K
|
+102
|
+5%
|
|
|
2025
|
Stone Toro Investment Advisers
Princeton,
New Jersey
|
$209K
|
+$212K
|
+2,080
|
New
|
|
