|
2001
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$450K
|
-$21.2K
|
-782
|
-4%
|
|
|
2002
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$449K
|
-$5.8K
|
-214
|
-1%
|
|
|
2003
|
Defender Capital
Charlotte,
North Carolina
|
$449K
|
-$27.1K
|
-1,000
|
-6%
|
|
|
2004
|
Bigelow Investment Advisors
Portland,
Maine
|
$449K
|
-$361K
|
-13,305
|
-44%
|
|
|
2005
|
Wright Investors Service
Shelton,
Connecticut
|
$448K
|
+$458K
|
+16,885
|
New
|
|
|
2006
|
|
$448K
|
+$386K
|
+14,244
|
+541%
|
|
|
2007
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$448K
|
-$139K
|
-5,130
|
-23%
|
|
|
2008
|
Miller Howard Investments
Kingston,
New York
|
$448K
|
-$98.4K
|
-3,629
|
-18%
|
|
|
2009
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$447K
|
-$9.33K
|
-344
|
-2%
|
|
|
2010
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$446K
|
+$5.26K
|
+194
|
+1%
|
|
|
2011
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$446K
|
+$12.4K
|
+459
|
+3%
|
|
|
2012
|
Wealth Group
Raleigh,
North Carolina
|
$444K
|
-$60.8K
|
-2,242
|
-12%
|
|
|
2013
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$444K
|
-$2.71K
|
-100
|
-0.6%
|
|
|
2014
|
Central Bank & Trust
Lexington,
Kentucky
|
$444K
|
-$13.6K
|
-500
|
-3%
|
|
|
2015
|
Great Lakes Advisors
Chicago,
Illinois
|
$443K
|
-$24K
|
-886
|
-5%
|
|
|
2016
|
Orion Investment Company
St. Louis,
Missouri
|
$443K
|
–
|
–
|
–
|
|
|
2017
|
Cypress Wealth Services
Palm Desert,
California
|
$442K
|
-$146K
|
-5,391
|
-24%
|
|
|
2018
|
Strategic Wealth Partners
Independence,
Ohio
|
$442K
|
+$84.8K
|
+3,125
|
+22%
|
|
|
2019
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$440K
|
–
|
–
|
–
|
|
|
2020
|
Cooper Financial Group
Irvine,
California
|
$440K
|
-$56.8K
|
-2,094
|
-11%
|
|
|
2021
|
Rogco LP
Claremore,
Oklahoma
|
$440K
|
-$60.8K
|
-2,241
|
-12%
|
|
|
2022
|
TI-Trust
Quincy,
Illinois
|
$440K
|
–
|
–
|
–
|
|
|
2023
|
Soltis Investment Advisors
St. George,
Utah
|
$440K
|
-$241K
|
-8,897
|
-35%
|
|
|
2024
|
Strive Asset Management
Dublin,
Ohio
|
$439K
|
+$449K
|
+16,560
|
New
|
|
|
2025
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$439K
|
+$96K
|
+3,540
|
+27%
|
|
