|
2001
|
Burns Matteson Capital Management
Corning,
New York
|
$795K
|
+$4.64K
|
+9
|
+0.6%
|
|
|
2002
|
Prosperity Financial Group
San Ramon,
California
|
$793K
|
+$27.3K
|
+53
|
+4%
|
|
|
2003
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$793K
|
+$9.28K
|
+18
|
+1%
|
|
|
2004
|
|
$792K
|
-$219K
|
-425
|
-22%
|
|
|
2005
|
Hudson Value Partners
Palm Beach,
Florida
|
$789K
|
-$3.61K
|
-7
|
-0.5%
|
|
|
2006
|
Flaharty Asset Management
Clearwater,
Florida
|
$788K
|
+$63.9K
|
+124
|
+9%
|
|
|
2007
|
Norman Fields Gottscho Capital Management
New York
|
$784K
|
–
|
–
|
–
|
|
|
2008
|
Global Financial Private Client
Sarasota,
Florida
|
$775K
|
+$515
|
+1
|
+0.1%
|
|
|
2009
|
Citizens Business Bank
Ontario,
California
|
$767K
|
-$141K
|
-273
|
-16%
|
|
|
2010
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$764K
|
-$15.5K
|
-30
|
-2%
|
|
|
2011
|
Virtue Capital Management
Brentwood,
Tennessee
|
$763K
|
–
|
–
|
–
|
|
|
2012
|
LexAurum Advisors
Overland Park,
Kansas
|
$763K
|
-$347K
|
-674
|
-32%
|
|
|
2013
|
ProVise Management Group
Clearwater,
Florida
|
$762K
|
-$1.22M
|
-2,363
|
-62%
|
|
|
2014
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$762K
|
+$9.28K
|
+18
|
+1%
|
|
|
2015
|
CenterStar Asset Management
Chicago,
Illinois
|
$762K
|
-$367K
|
-713
|
-33%
|
|
|
2016
|
Capital Planning Advisors
Roseville,
California
|
$762K
|
–
|
–
|
–
|
|
|
2017
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$760K
|
–
|
–
|
–
|
|
|
2018
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$759K
|
-$22.7K
|
-44
|
-3%
|
|
|
2019
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$757K
|
–
|
–
|
–
|
|
|
2020
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$755K
|
+$6.7K
|
+13
|
+0.9%
|
|
|
2021
|
HighVista Strategies
Boston,
Massachusetts
|
$752K
|
+$721K
|
+1,400
|
New
|
|
|
2022
|
Summit Asset Management
Memphis,
Tennessee
|
$751K
|
-$10.3K
|
-20
|
-1%
|
|
|
2023
|
Wimmer Associates 1
Pasadena,
California
|
$749K
|
+$56.7K
|
+110
|
+9%
|
|
|
2024
|
E Fund Management
Guangzhou,
China
|
$749K
|
-$67.5K
|
-131
|
-9%
|
|
|
2025
|
Lee Financial
Dallas,
Texas
|
$747K
|
+$48.4K
|
+94
|
+7%
|
|
