|
2001
|
SPC Financial Inc
Rockville,
Maryland
|
$6.56M
|
-$230K
|
-1,266
|
-4%
|
|
|
2002
|
Verition Fund Management
Greenwich,
Connecticut
|
$6.56M
|
+$1.62M
|
+8,911
|
+38%
|
|
|
2003
|
Lafayette Investments
Ashton,
Maryland
|
$6.54M
|
-$190K
|
-1,046
|
-3%
|
|
|
2004
|
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
|
$6.54M
|
–
|
–
|
–
|
|
|
2005
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$6.54M
|
-$486K
|
-2,680
|
-8%
|
|
|
2006
|
Inscription Capital
Houston,
Texas
|
$6.54M
|
+$21.6K
|
+119
|
+0.4%
|
|
|
2007
|
Bennicas & Associates
Portola Valley,
California
|
$6.53M
|
-$619K
|
-3,411
|
-10%
|
|
|
2008
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$6.53M
|
-$245K
|
-1,348
|
-4%
|
|
|
2009
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$6.53M
|
-$128K
|
-706
|
-2%
|
|
|
2010
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$6.52M
|
-$299K
|
-1,645
|
-5%
|
|
|
2011
|
TFG Advisers
Auburn Hills,
Michigan
|
$6.52M
|
+$197K
|
+1,086
|
+4%
|
|
|
2012
|
Brown Capital Management
Baltimore,
Maryland
|
$6.51M
|
-$24.1K
|
-133
|
-0.4%
|
|
|
2013
|
Tamar Securities
Woodland Hills,
California
|
$6.51M
|
+$5.81M
|
+32,003
|
New
|
|
|
2014
|
Winning Points Advisors
Boca Raton,
Florida
|
$6.49M
|
-$72.6K
|
-400
|
-1%
|
|
|
2015
|
Keystone Financial Planning
Cleveland,
Ohio
|
$6.49M
|
-$10.3K
|
-57
|
-0.2%
|
|
|
2016
|
HBC Financial Services
Seattle,
Washington
|
$6.47M
|
-$69.7K
|
-384
|
-1%
|
|
|
2017
|
Bray Capital Advisors
Naples,
Florida
|
$6.46M
|
-$29K
|
-160
|
-0.5%
|
|
|
2018
|
Versant Capital Management
Phoenix,
Arizona
|
$6.46M
|
+$49.6K
|
+273
|
+0.9%
|
|
|
2019
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$6.45M
|
-$49.6K
|
-273
|
-0.9%
|
|
|
2020
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$6.45M
|
-$390K
|
-2,149
|
-6%
|
|
|
2021
|
Manchester Capital Management
Manchester,
Vermont
|
$6.44M
|
-$73.2K
|
-403
|
-1%
|
|
|
2022
|
Columbia Trust
Portland,
Oregon
|
$6.42M
|
-$69.9K
|
-385
|
-1%
|
|
|
2023
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$6.4M
|
-$213K
|
-1,176
|
-4%
|
|
|
2024
|
Private Capital Group
West Hartford,
Connecticut
|
$6.4M
|
-$212K
|
-1,167
|
-4%
|
|
|
2025
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$6.39M
|
-$103K
|
-565
|
-2%
|
|
