|
2001
|
Centennial Bank
Conway,
Arkansas
|
$2M
|
+$1.89M
|
+14,883
|
New
|
|
|
2002
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$1.99M
|
+$634
|
+5
|
+0%
|
|
|
2003
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.99M
|
+$73.1K
|
+577
|
+4%
|
|
|
2004
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$1.99M
|
-$53.7K
|
-424
|
-3%
|
|
|
2005
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.99M
|
-$18.1K
|
-143
|
-1%
|
|
|
2006
|
Summit Securities Group
New York
|
$1.98M
|
+$145K
|
+1,142
|
+8%
|
|
|
2007
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.98M
|
-$176K
|
-1,392
|
-9%
|
|
|
2008
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.98M
|
-$7.1K
|
-56
|
-0.4%
|
|
|
2009
|
Hudson Canyon Capital Management
New York
|
$1.98M
|
-$40.8K
|
-322
|
-2%
|
|
|
2010
|
GS Investments
Minneapolis,
Minnesota
|
$1.97M
|
-$1.27K
|
-10
|
-0.1%
|
|
|
2011
|
London & Capital Asset Management
London,
United Kingdom
|
$1.97M
|
-$96.8K
|
-764
|
-5%
|
|
|
2012
|
CoreCap Advisors
Southfield,
Michigan
|
$1.97M
|
+$136K
|
+1,077
|
+8%
|
|
|
2013
|
CX Institutional
Auburn,
Indiana
|
$1.97M
|
+$410K
|
+3,239
|
+28%
|
|
|
2014
|
Wulff, Hansen & Co
San Rafael,
California
|
$1.96M
|
-$3.8K
|
-30
|
-0.2%
|
|
|
2015
|
Wambolt & Associates
Littleton,
Colorado
|
$1.96M
|
+$380
|
+3
|
+0%
|
|
|
2016
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.96M
|
-$603K
|
-4,762
|
-25%
|
|
|
2017
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.95M
|
+$95.9K
|
+757
|
+6%
|
|
|
2018
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$1.95M
|
-$434K
|
-3,423
|
-19%
|
|
|
2019
|
|
$1.95M
|
-$15.3K
|
-121
|
-0.8%
|
|
|
2020
|
|
$1.94M
|
+$1.84M
|
+14,500
|
New
|
|
|
2021
|
|
$1.94M
|
–
|
–
|
–
|
|
|
2022
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.94M
|
+$39.3K
|
+310
|
+2%
|
|
|
2023
|
Hamel Associates
Chatham,
New Jersey
|
$1.94M
|
-$200K
|
-1,577
|
-10%
|
|
|
2024
|
Davidson Trust Company
Seattle,
Washington
|
$1.94M
|
-$10.4K
|
-82
|
-0.6%
|
|
|
2025
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.94M
|
+$149K
|
+1,175
|
+9%
|
|
