|
2001
|
Miller Howard Investments
Kingston,
New York
|
$772K
|
+$31.7K
|
+733
|
+4%
|
|
|
2002
|
MTM Investment Management
Spartanburg,
South Carolina
|
$769K
|
-$276K
|
-6,401
|
-25%
|
|
|
2003
|
Oxbow Advisors
Austin,
Texas
|
$769K
|
-$11.1K
|
-258
|
-1%
|
|
|
2004
|
Flynn Zito Capital Management
Garden City,
New York
|
$769K
|
-$39.4K
|
-912
|
-5%
|
|
|
2005
|
Summit X LLC
Chesterfield,
Missouri
|
$768K
|
-$336K
|
-7,785
|
-29%
|
|
|
2006
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$768K
|
+$68.4K
|
+1,584
|
+9%
|
|
|
2007
|
Foster Group
West Des Moines,
Iowa
|
$768K
|
+$9.16K
|
+212
|
+1%
|
|
|
2008
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$767K
|
-$21.2K
|
-491
|
-3%
|
|
|
2009
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$767K
|
+$46.2K
|
+1,069
|
+6%
|
|
|
2010
|
Summit Securities Group
New York
|
$767K
|
-$3.67M
|
-85,023
|
-82%
|
|
|
2011
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$766K
|
+$811K
|
+18,768
|
New
|
|
|
2012
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$765K
|
+$561
|
+13
|
+0.1%
|
|
|
2013
|
|
$763K
|
-$32.9K
|
-761
|
-4%
|
|
|
2014
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$759K
|
+$55.2K
|
+1,277
|
+7%
|
|
|
2015
|
Advisory Alpha
Holland,
Michigan
|
$755K
|
+$53.3K
|
+1,234
|
+7%
|
|
|
2016
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$754K
|
-$25.9K
|
-600
|
-3%
|
|
|
2017
|
FSC Wealth Advisors
Fishkill,
New York
|
$750K
|
+$7K
|
+162
|
+0.9%
|
|
|
2018
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$749K
|
+$418K
|
+9,686
|
+112%
|
|
|
2019
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$748K
|
+$800K
|
+18,520
|
New
|
|
|
2020
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$745K
|
+$128K
|
+2,965
|
+19%
|
|
|
2021
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$744K
|
+$10.5K
|
+244
|
+1%
|
|
|
2022
|
Wealthquest
Cincinnati,
Ohio
|
$743K
|
-$432
|
-10
|
-0.1%
|
|
|
2023
|
West Family Investments
Carlsbad,
California
|
$741K
|
-$92.5K
|
-2,141
|
-11%
|
|
|
2024
|
Benedetti & Gucer
Atlanta,
Georgia
|
$739K
|
+$468K
|
+10,834
|
+149%
|
|
|
2025
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$739K
|
+$1.12K
|
+26
|
+0.1%
|
|
