|
2001
|
Hayden Royal
Charlotte,
North Carolina
|
$1.2M
|
+$113K
|
+815
|
+11%
|
|
|
2002
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.19M
|
-$60.1K
|
-434
|
-5%
|
|
|
2003
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$1.18M
|
+$37.5K
|
+271
|
+3%
|
|
|
2004
|
Polianta Ltd
St Helier,
Jersey
|
$1.18M
|
+$1.18M
|
+8,500
|
New
|
|
|
2005
|
Kore Private Wealth
New York
|
$1.18M
|
-$6.23K
|
-45
|
-0.5%
|
|
|
2006
|
Bennicas & Associates
Portola Valley,
California
|
$1.18M
|
-$13.8K
|
-100
|
-1%
|
|
|
2007
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.17M
|
-$104K
|
-749
|
-8%
|
|
|
2008
|
Meridian Financial Partners
Warrenton,
Virginia
|
$1.17M
|
+$3.88K
|
+28
|
+0.3%
|
|
|
2009
|
Bridgeworth
Birmingham,
Alabama
|
$1.17M
|
-$29.8K
|
-215
|
-3%
|
|
|
2010
|
Rafferty Asset Management
New York
|
$1.17M
|
+$352K
|
+2,544
|
+44%
|
|
|
2011
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$1.16M
|
–
|
–
|
–
|
|
|
2012
|
Founders Capital Management (Texas)
Houston,
Texas
|
$1.16M
|
–
|
–
|
–
|
|
|
2013
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$1.16M
|
+$30.6K
|
+221
|
+3%
|
|
|
2014
|
Sigma Investment Counselors
Northville,
Michigan
|
$1.16M
|
-$55.8K
|
-403
|
-5%
|
|
|
2015
|
Meridian Wealth Advisors
Austin,
Texas
|
$1.15M
|
-$20.6K
|
-149
|
-2%
|
|
|
2016
|
Congress Park Capital
Saratoga Springs,
New York
|
$1.15M
|
-$43K
|
-311
|
-3%
|
|
|
2017
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$1.15M
|
-$145K
|
-1,047
|
-11%
|
|
|
2018
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1.15M
|
+$42.8K
|
+309
|
+4%
|
|
|
2019
|
|
$1.14M
|
-$87.6K
|
-633
|
-7%
|
|
|
2020
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.14M
|
+$13.2K
|
+95
|
+1%
|
|
|
2021
|
Ninety One
Cape Town,
South Africa
|
$1.14M
|
-$24.3M
|
-175,700
|
-96%
|
|
|
2022
|
Central Bank & Trust
Lexington,
Kentucky
|
$1.14M
|
-$204K
|
-1,476
|
-15%
|
|
|
2023
|
Diligent Investors
Redlands,
California
|
$1.14M
|
+$969
|
+7
|
+0.1%
|
|
|
2024
|
Acima Private Wealth
Richmond,
Virginia
|
$1.14M
|
–
|
–
|
–
|
|
|
2025
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.14M
|
+$194K
|
+1,399
|
+21%
|
|
