|
2001
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$432K
|
+$6.83K
|
+261
|
+2%
|
|
|
2002
|
Paradigm Capital Management Inc
Albany,
New York
|
$431K
|
–
|
–
|
–
|
|
|
2003
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$431K
|
+$3.3K
|
+126
|
+0.7%
|
|
|
2004
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$431K
|
+$7.01K
|
+268
|
+2%
|
|
|
2005
|
Wallace Advisory Group
Lafayette,
California
|
$430K
|
+$2.49K
|
+95
|
+0.6%
|
|
|
2006
|
MJP Associates
Farmington,
Connecticut
|
$430K
|
+$56.3K
|
+2,153
|
+15%
|
|
|
2007
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$430K
|
-$11.6K
|
-445
|
-3%
|
|
|
2008
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$430K
|
+$16.1K
|
+617
|
+4%
|
|
|
2009
|
Meridian Management
Little Rock,
Arkansas
|
$429K
|
-$221K
|
-8,443
|
-33%
|
|
|
2010
|
Miller Howard Investments
Kingston,
New York
|
$429K
|
+$1.81K
|
+69
|
+0.4%
|
|
|
2011
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$429K
|
-$288
|
-11
|
-0.1%
|
|
|
2012
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$429K
|
-$218K
|
-8,346
|
-33%
|
|
|
2013
|
FNY Investment Advisers
New York
|
$428K
|
+$90.2K
|
+3,446
|
+26%
|
|
|
2014
|
Harmony Asset Management
Scottsdale,
Arizona
|
$427K
|
-$2.8K
|
-107
|
-0.6%
|
|
|
2015
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$426K
|
+$60.5K
|
+2,311
|
+16%
|
|
|
2016
|
Weinberger Asset Management
Los Angeles,
California
|
$426K
|
-$7.75K
|
-296
|
-2%
|
|
|
2017
|
Stratos Investment Management
Beachwood,
Ohio
|
$425K
|
-$95.5K
|
-3,648
|
-18%
|
|
|
2018
|
Truvestments Capital
Sarasota,
Florida
|
$425K
|
+$45.8K
|
+1,751
|
+12%
|
|
|
2019
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$425K
|
+$34.8K
|
+1,330
|
+9%
|
|
|
2020
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$425K
|
-$14.8K
|
-566
|
-3%
|
|
|
2021
|
Founders Capital Management (Texas)
Houston,
Texas
|
$423K
|
-$142K
|
-5,444
|
-25%
|
|
|
2022
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$423K
|
-$2.75K
|
-105
|
-0.6%
|
|
|
2023
|
Orion Investment Company
St. Louis,
Missouri
|
$423K
|
–
|
–
|
–
|
|
|
2024
|
Community Financial Services Group
Newport,
Vermont
|
$423K
|
-$247K
|
-9,454
|
-36%
|
|
|
2025
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$423K
|
+$11.2K
|
+428
|
+3%
|
|
