|
2001
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.1M
|
+$1.09M
|
+9,566
|
New
|
|
|
2002
|
Autumn Glory Partners
Dallas,
Texas
|
$1.1M
|
-$225K
|
-1,985
|
-17%
|
|
|
2003
|
Sonoma Private Wealth
Sonoma,
California
|
$1.1M
|
+$66.8K
|
+588
|
+7%
|
|
|
2004
|
McRae Capital Management
Morristown,
New Jersey
|
$1.1M
|
+$4.32K
|
+38
|
+0.4%
|
|
|
2005
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.1M
|
+$120K
|
+1,055
|
+12%
|
|
|
2006
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.09M
|
+$702K
|
+6,181
|
+187%
|
|
|
2007
|
Townsend Asset Management
Raleigh,
North Carolina
|
$1.09M
|
+$1.7K
|
+15
|
+0.2%
|
|
|
2008
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$1.09M
|
+$26.9K
|
+237
|
+3%
|
|
|
2009
|
USA Financial Formulas
Ada,
Michigan
|
$1.09M
|
-$199K
|
-1,757
|
-16%
|
|
|
2010
|
Patron Partners
Houston,
Texas
|
$1.09M
|
-$63.8K
|
-562
|
-6%
|
|
|
2011
|
Brady Family Wealth
Saint Louis,
Missouri
|
$1.08M
|
+$4.43K
|
+39
|
+0.4%
|
|
|
2012
|
Richard W. Paul & Associates
Novi,
Michigan
|
$1.08M
|
+$10.7K
|
+94
|
+1%
|
|
|
2013
|
Astoria Portfolio Advisors
New York
|
$1.08M
|
+$87.7K
|
+772
|
+8%
|
|
|
2014
|
Tempus Wealth Planning
Irvine,
California
|
$1.08M
|
-$24.5K
|
-216
|
-2%
|
|
|
2015
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.08M
|
+$270K
|
+2,377
|
+34%
|
|
|
2016
|
Port Capital
Chicago,
Illinois
|
$1.08M
|
–
|
–
|
–
|
|
|
2017
|
Caldwell Sutter Capital
Sausalito,
California
|
$1.08M
|
+$394K
|
+3,466
|
+59%
|
|
|
2018
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.07M
|
-$38K
|
-335
|
-3%
|
|
|
2019
|
Argus Investors Counsel
New York
|
$1.07M
|
-$6.47K
|
-57
|
-0.6%
|
|
|
2020
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$1.07M
|
+$49.3K
|
+434
|
+5%
|
|
|
2021
|
Orser Capital Management
Southlake,
Texas
|
$1.07M
|
-$3.97K
|
-35
|
-0.4%
|
|
|
2022
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.06M
|
-$4.66K
|
-41
|
-0.4%
|
|
|
2023
|
|
$1.06M
|
+$52.9K
|
+466
|
+5%
|
|
|
2024
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.06M
|
-$92K
|
-810
|
-8%
|
|
|
2025
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$1.06M
|
-$908
|
-8
|
-0.1%
|
|
