|
2001
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$245K
|
-$671K
|
-6,600
|
-73%
|
|
|
2002
|
Brown Capital Management
Baltimore,
Maryland
|
$245K
|
–
|
–
|
–
|
|
|
2003
|
Chesapeake Asset Management
New York
|
$245K
|
–
|
–
|
–
|
|
|
2004
|
Acuity Investment Management
Toronto,
Ontario, Canada
|
$241K
|
-$71.2K
|
-700
|
-23%
|
|
|
2005
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$241K
|
–
|
–
|
–
|
|
|
2006
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$241K
|
–
|
–
|
–
|
|
|
2007
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$241K
|
–
|
–
|
–
|
|
|
2008
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$240K
|
+$241K
|
+2,367
|
New
|
|
|
2009
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$237K
|
–
|
–
|
–
|
|
|
2010
|
Vista Capital Partners
Portland,
Oregon
|
$237K
|
+$15.6K
|
+153
|
+7%
|
|
|
2011
|
FCM Investments
Dallas,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
2012
|
Mount Vernon Associates
Baltimore,
Maryland
|
$236K
|
–
|
–
|
–
|
|
|
2013
|
SRH Advisors
Salina,
Kansas
|
$235K
|
–
|
–
|
–
|
|
|
2014
|
Karpus Investment Management
Pittsford,
New York
|
$229K
|
+$231K
|
+2,276
|
New
|
|
|
2015
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$228K
|
+$6.3K
|
+62
|
+3%
|
|
|
2016
|
Boothbay Fund Management
New York
|
$228K
|
+$230K
|
+2,266
|
New
|
|
|
2017
|
Verition Fund Management
Greenwich,
Connecticut
|
$227K
|
+$14.2K
|
+140
|
+7%
|
|
|
2018
|
Pacer Advisors
Malvern,
Pennsylvania
|
$227K
|
+$230K
|
+2,257
|
New
|
|
|
2019
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$223K
|
-$20.3K
|
-200
|
-8%
|
|
|
2020
|
Barnett & Company
Chattanooga,
Tennessee
|
$223K
|
+$8.13K
|
+80
|
+4%
|
|
|
2021
|
Shikiar Asset Management
New York
|
$221K
|
–
|
–
|
–
|
|
|
2022
|
Corundum Group
Colorado Springs,
Colorado
|
$219K
|
+$1.93K
|
+19
|
+0.9%
|
|
|
2023
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$218K
|
+$220K
|
+2,168
|
New
|
|
|
2024
|
Financial Sense Advisors
San Diego,
California
|
$216K
|
-$8.46M
|
-83,235
|
-97%
|
|
|
2025
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$216K
|
-$72.3K
|
-711
|
-25%
|
|
