|
2001
|
Carret Asset Management
New York
|
$1.97M
|
-$58.1K
|
-1,750
|
-4%
|
|
|
2002
|
Oak Harvest Investment Services
Houston,
Texas
|
$1.97M
|
-$4.97M
|
-149,640
|
-76%
|
|
|
2003
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.96M
|
+$11K
|
+330
|
+0.7%
|
|
|
2004
|
Coastwise Capital Group
La Jolla,
California
|
$1.96M
|
-$528K
|
-15,900
|
-26%
|
|
|
2005
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$1.96M
|
-$306K
|
-9,230
|
-17%
|
|
|
2006
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.96M
|
-$6.97K
|
-210
|
-0.5%
|
|
|
2007
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.96M
|
-$18.6K
|
-560
|
-1%
|
|
|
2008
|
Fayez Sarofim & Co
Houston,
Texas
|
$1.96M
|
-$1.99K
|
-60
|
-0.1%
|
|
|
2009
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$1.95M
|
+$16.9K
|
+510
|
+1%
|
|
|
2010
|
Stamos Capital Partners
Menlo Park,
California
|
$1.95M
|
-$2.12M
|
-64,000
|
-58%
|
|
|
2011
|
Principal Street Partners
Memphis,
Tennessee
|
$1.94M
|
+$1.66K
|
+50
|
+0.1%
|
|
|
2012
|
Howland Capital Management
Boston,
Massachusetts
|
$1.94M
|
-$4.65K
|
-140
|
-0.3%
|
|
|
2013
|
Schnieders Capital Management
Pasadena,
California
|
$1.94M
|
+$95.6K
|
+2,880
|
+7%
|
|
|
2014
|
Inscription Capital
Houston,
Texas
|
$1.94M
|
-$1.68M
|
-50,580
|
-52%
|
|
|
2015
|
Lantz Financial
Naperville,
Illinois
|
$1.94M
|
+$59.1K
|
+1,780
|
+4%
|
|
|
2016
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.93M
|
+$67.7K
|
+2,040
|
+5%
|
|
|
2017
|
Ted Buchan & Co
San Diego,
California
|
$1.93M
|
-$489K
|
-14,730
|
-24%
|
|
|
2018
|
McDonough Capital Management
Orlando,
Florida
|
$1.93M
|
+$116K
|
+3,490
|
+8%
|
|
|
2019
|
|
$1.92M
|
-$230K
|
-6,930
|
-13%
|
|
|
2020
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$1.92M
|
-$66.4K
|
-2,000
|
-4%
|
|
|
2021
|
Malaga Cove Capital
Pv Estates,
California
|
$1.92M
|
–
|
–
|
–
|
|
|
2022
|
BOS Asset Management
Springfield,
Illinois
|
$1.92M
|
-$40.8K
|
-1,230
|
-3%
|
|
|
2023
|
Granite Harbor Advisors
Houston,
Texas
|
$1.92M
|
-$90.6K
|
-2,730
|
-6%
|
|
|
2024
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.92M
|
-$332
|
-10
|
-0%
|
|
|
2025
|
Rockland Trust
Hanover,
Massachusetts
|
$1.91M
|
+$3.98K
|
+120
|
+0.3%
|
|
