|
2001
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$234K
|
–
|
–
|
–
|
|
|
2002
|
BKS Advisors
Southfield,
Michigan
|
$231K
|
-$19.3K
|
-193
|
-8%
|
|
|
2003
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$231K
|
-$100
|
-1
|
-0%
|
|
|
2004
|
Capital Management Associates (New York)
New York
|
$231K
|
+$238K
|
+2,375
|
New
|
|
|
2005
|
Fort Point Capital Partners
San Francisco,
California
|
$230K
|
-$42.1K
|
-420
|
-15%
|
|
|
2006
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$230K
|
–
|
–
|
–
|
|
|
2007
|
FCM Investments
Dallas,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
2008
|
Mount Vernon Associates
Baltimore,
Maryland
|
$229K
|
–
|
–
|
–
|
|
|
2009
|
Peavine Capital
Reno,
Nevada
|
$228K
|
+$20K
|
+200
|
+9%
|
|
|
2010
|
SRH Advisors
Salina,
Kansas
|
$227K
|
–
|
–
|
–
|
|
|
2011
|
Element Capital Management
New York
|
$224K
|
+$230K
|
+2,300
|
New
|
|
|
2012
|
Karpus Investment Management
Pittsford,
New York
|
$222K
|
–
|
–
|
–
|
|
|
2013
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$222K
|
+$46.8K
|
+467
|
+26%
|
|
|
2014
|
Verity Asset Management
Durham,
North Carolina
|
$221K
|
-$100K
|
-1,000
|
-31%
|
|
|
2015
|
Pacer Advisors
Malvern,
Pennsylvania
|
$220K
|
–
|
–
|
–
|
|
|
2016
|
Corundum Group
Colorado Springs,
Colorado
|
$220K
|
+$8.41K
|
+84
|
+4%
|
|
|
2017
|
Barnett & Company
Chattanooga,
Tennessee
|
$216K
|
–
|
–
|
–
|
|
|
2018
|
Shikiar Asset Management
New York
|
$214K
|
–
|
–
|
–
|
|
|
2019
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$211K
|
-$9.91K
|
-99
|
-4%
|
|
|
2020
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$211K
|
–
|
–
|
–
|
|
|
2021
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$211K
|
+$15K
|
+150
|
+7%
|
|
|
2022
|
Financial Sense Advisors
San Diego,
California
|
$210K
|
+$200
|
+2
|
+0.1%
|
|
|
2023
|
Alley Company
Lake Forest,
Illinois
|
$208K
|
-$37.7K
|
-376
|
-15%
|
|
|
2024
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$207K
|
-$2.2K
|
-22
|
-1%
|
|
|
2025
|
Alta Capital Management
Salt Lake City,
Utah
|
$207K
|
+$214K
|
+2,132
|
New
|
|
