|
2001
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$2.29M
|
-$12.1K
|
-125
|
-0.5%
|
|
|
2002
|
Platinum Investment Management
Sydney Australia 2000,
Australia
|
$2.29M
|
–
|
–
|
–
|
|
|
2003
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$2.29M
|
+$586K
|
+6,051
|
+35%
|
|
|
2004
|
Forward Management
San Francisco,
California
|
$2.28M
|
-$139K
|
-1,430
|
-6%
|
|
|
2005
|
West Branch Capital
Amherst,
Massachusetts
|
$2.28M
|
+$760K
|
+7,841
|
+51%
|
|
|
2006
|
Westside Investment Management
Santa Monica,
California
|
$2.26M
|
+$9.01K
|
+93
|
+0.4%
|
|
|
2007
|
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
|
$2.26M
|
-$1.24M
|
-12,800
|
-36%
|
|
|
2008
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$2.26M
|
-$69.7K
|
-719
|
-3%
|
|
|
2009
|
West Paces Advisors
Atlanta,
Georgia
|
$2.26M
|
-$127K
|
-1,310
|
-5%
|
|
|
2010
|
Bison Wealth
Atlanta,
Georgia
|
$2.25M
|
-$16.5K
|
-170
|
-0.7%
|
|
|
2011
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$2.24M
|
-$50K
|
-516
|
-2%
|
|
|
2012
|
Bray Capital Advisors
Naples,
Florida
|
$2.24M
|
+$1.56M
|
+16,112
|
+245%
|
|
|
2013
|
Cypress Wealth Services
Palm Desert,
California
|
$2.23M
|
+$316K
|
+3,257
|
+17%
|
|
|
2014
|
Parkside Investments
Deerfield,
Illinois
|
$2.22M
|
+$974K
|
+10,050
|
+95%
|
|
|
2015
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.22M
|
+$23.5K
|
+242
|
+1%
|
|
|
2016
|
Sicart Associates
New York
|
$2.2M
|
-$727K
|
-7,500
|
-25%
|
|
|
2017
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$2.2M
|
-$94.8K
|
-978
|
-4%
|
|
|
2018
|
Perigon Wealth Management
San Francisco,
California
|
$2.19M
|
+$307K
|
+3,167
|
+17%
|
|
|
2019
|
Longer Investments
Fayetteville,
Arkansas
|
$2.18M
|
-$73.2K
|
-755
|
-3%
|
|
|
2020
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.17M
|
-$32.3K
|
-333
|
-1%
|
|
|
2021
|
HM Capital Management
Clayton,
Missouri
|
$2.17M
|
+$42.7K
|
+441
|
+2%
|
|
|
2022
|
Beach Investment Management
West Conshohocken,
Pennsylvania
|
$2.17M
|
–
|
–
|
–
|
|
|
2023
|
Sonata Capital Group
Seattle,
Washington
|
$2.17M
|
+$39.4K
|
+406
|
+2%
|
|
|
2024
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2.17M
|
+$255K
|
+2,635
|
+14%
|
|
|
2025
|
Fort Point Capital Partners
San Francisco,
California
|
$2.15M
|
-$705K
|
-7,277
|
-25%
|
|
