|
2001
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$227K
|
–
|
–
|
–
|
|
|
2002
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$227K
|
+$235K
|
+2,429
|
New
|
|
|
2003
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$225K
|
+$4.74K
|
+49
|
+2%
|
|
|
2004
|
Capital Wealth Planning
Naples,
Florida
|
$224K
|
–
|
–
|
–
|
|
|
2005
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$224K
|
–
|
–
|
–
|
|
|
2006
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$224K
|
–
|
–
|
–
|
|
|
2007
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$224K
|
–
|
–
|
–
|
|
|
2008
|
Mad River Investors
Boston,
Massachusetts
|
$224K
|
+$232K
|
+2,400
|
New
|
|
|
2009
|
Capital Management Associates (New York)
New York
|
$222K
|
–
|
–
|
–
|
|
|
2010
|
Tradewinds Global Investors
Los Angeles,
California
|
$221K
|
+$229K
|
+2,365
|
New
|
|
|
2011
|
FCM Investments
Dallas,
Texas
|
$219K
|
–
|
–
|
–
|
|
|
2012
|
Mount Vernon Associates
Baltimore,
Maryland
|
$213K
|
-$6.77K
|
-70
|
-3%
|
|
|
2013
|
Pacer Advisors
Malvern,
Pennsylvania
|
$211K
|
–
|
–
|
–
|
|
|
2014
|
Cooperatieve Rabobank
Utrecht,
Netherlands
|
$210K
|
-$42.8K
|
-442
|
-16%
|
|
|
2015
|
Adirondack Research & Management
Guilderland,
New York
|
$210K
|
-$19.3K
|
-200
|
-8%
|
|
|
2016
|
abrdn Investment Management
Edinburgh,
United Kingdom
|
$210K
|
+$217K
|
+2,245
|
New
|
|
|
2017
|
Adirondack Funds
Guilderland,
New York
|
$210K
|
+$218K
|
+2,250
|
New
|
|
|
2018
|
Arete Wealth Advisors
Chicago,
Illinois
|
$207K
|
+$214K
|
+2,217
|
New
|
|
|
2019
|
ALPS Advisors
Denver,
Colorado
|
$207K
|
-$3.7M
|
-38,244
|
-15%
|
|
|
2020
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$205K
|
+$212K
|
+2,192
|
New
|
|
|
2021
|
SRH Advisors
Salina,
Kansas
|
$203K
|
-$15.2K
|
-157
|
-7%
|
|
|
2022
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$203K
|
+$967
|
+10
|
+0.5%
|
|
|
2023
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$203K
|
+$210K
|
+2,176
|
New
|
|
|
2024
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$202K
|
–
|
–
|
–
|
|
|
2025
|
Flood Gamble Associates
New York
|
$196K
|
+$203K
|
+2,100
|
New
|
|
