|
2001
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$3.86M
|
+$224K
|
+1,629
|
+6%
|
|
|
2002
|
9258 Wealth Management
Blue Ash,
Ohio
|
$3.86M
|
+$21.6K
|
+157
|
+0.6%
|
|
|
2003
|
IndexIQ Advisors
New York
|
$3.86M
|
-$1.3M
|
-9,486
|
-25%
|
|
|
2004
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$3.85M
|
-$42.6K
|
-310
|
-1%
|
|
|
2005
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$3.83M
|
-$186K
|
-1,350
|
-5%
|
|
|
2006
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$3.83M
|
–
|
–
|
–
|
|
|
2007
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$3.83M
|
-$678K
|
-4,929
|
-15%
|
|
|
2008
|
IMA Advisory Services
Denver,
Colorado
|
$3.83M
|
+$930K
|
+6,760
|
+33%
|
|
|
2009
|
Private Vista
Chicago,
Illinois
|
$3.83M
|
+$141K
|
+1,027
|
+4%
|
|
|
2010
|
Valicenti Advisory Services
Elmira,
New York
|
$3.82M
|
-$416K
|
-3,024
|
-10%
|
|
|
2011
|
Alpha Capital Management
Austin,
Texas
|
$3.82M
|
+$30.7K
|
+223
|
+0.8%
|
|
|
2012
|
IMC Chicago
Chicago,
Illinois
|
$3.8M
|
+$776K
|
+5,640
|
+26%
|
|
|
2013
|
Game Creek Capital
Boston,
Massachusetts
|
$3.79M
|
-$103K
|
-750
|
-3%
|
|
|
2014
|
Meridian Investment Counsel
Lafayette,
California
|
$3.78M
|
–
|
–
|
–
|
|
|
2015
|
Occidental Asset Management
Burlingame,
California
|
$3.77M
|
-$5.91K
|
-43
|
-0.2%
|
|
|
2016
|
Calton & Associates
Tampa,
Florida
|
$3.77M
|
+$476K
|
+3,463
|
+15%
|
|
|
2017
|
Hamel Associates
Chatham,
New Jersey
|
$3.77M
|
-$117K
|
-850
|
-3%
|
|
|
2018
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$3.77M
|
-$183K
|
-1,334
|
-5%
|
|
|
2019
|
Round Hill Asset Management
Pasadena,
California
|
$3.77M
|
-$45.4K
|
-330
|
-1%
|
|
|
2020
|
DeDora Capital
Napa,
California
|
$3.77M
|
-$145K
|
-1,058
|
-4%
|
|
|
2021
|
Affinity Wealth Management
Wilmington,
Delaware
|
$3.77M
|
-$78.4K
|
-570
|
-2%
|
|
|
2022
|
Bangor Savings Bank
Bangor,
Maine
|
$3.76M
|
+$237K
|
+1,720
|
+7%
|
|
|
2023
|
Fosun International
Hong Kong,
China
|
$3.75M
|
+$142K
|
+1,035
|
+4%
|
|
|
2024
|
Guardian Investment Management
Tiburon,
California
|
$3.75M
|
–
|
–
|
–
|
|
|
2025
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$3.74M
|
+$429K
|
+3,118
|
+13%
|
|
