|
2001
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$241K
|
-$17.5K
|
-175
|
-7%
|
|
|
2002
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$241K
|
–
|
–
|
–
|
|
|
2003
|
Adirondack Research & Management
Guilderland,
New York
|
$239K
|
–
|
–
|
–
|
|
|
2004
|
Balentine LLC
Atlanta,
Georgia
|
$238K
|
–
|
–
|
–
|
|
|
2005
|
Brown Capital Management
Baltimore,
Maryland
|
$238K
|
–
|
–
|
–
|
|
|
2006
|
Chesapeake Asset Management
New York
|
$238K
|
–
|
–
|
–
|
|
|
2007
|
|
$237K
|
-$37.7K
|
-376
|
-13%
|
|
|
2008
|
Capital Wealth Planning
Naples,
Florida
|
$234K
|
-$409K
|
-4,080
|
-63%
|
|
|
2009
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$234K
|
–
|
–
|
–
|
|
|
2010
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$234K
|
–
|
–
|
–
|
|
|
2011
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$234K
|
–
|
–
|
–
|
|
|
2012
|
BKS Advisors
Southfield,
Michigan
|
$231K
|
-$19.3K
|
-193
|
-8%
|
|
|
2013
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$231K
|
-$100
|
-1
|
-0%
|
|
|
2014
|
Capital Management Associates (New York)
New York
|
$231K
|
+$238K
|
+2,375
|
New
|
|
|
2015
|
Fort Point Capital Partners
San Francisco,
California
|
$230K
|
-$42.1K
|
-420
|
-15%
|
|
|
2016
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$230K
|
–
|
–
|
–
|
|
|
2017
|
FCM Investments
Dallas,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
2018
|
Mount Vernon Associates
Baltimore,
Maryland
|
$229K
|
–
|
–
|
–
|
|
|
2019
|
Peavine Capital
Reno,
Nevada
|
$228K
|
+$20K
|
+200
|
+9%
|
|
|
2020
|
SRH Advisors
Salina,
Kansas
|
$227K
|
–
|
–
|
–
|
|
|
2021
|
Element Capital Management
New York
|
$224K
|
+$230K
|
+2,300
|
New
|
|
|
2022
|
Karpus Investment Management
Pittsford,
New York
|
$222K
|
–
|
–
|
–
|
|
|
2023
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$222K
|
+$46.8K
|
+467
|
+26%
|
|
|
2024
|
Verity Asset Management
Durham,
North Carolina
|
$221K
|
-$100K
|
-1,000
|
-31%
|
|
|
2025
|
Pacer Advisors
Malvern,
Pennsylvania
|
$220K
|
–
|
–
|
–
|
|
