|
2001
|
Cowen Prime Advisors
New York
|
$210K
|
-$44.3K
|
-500
|
-18%
|
|
|
2002
|
Total Investment Management
Scottsdale,
Arizona
|
$209K
|
+$207K
|
+2,330
|
New
|
|
|
2003
|
Sciencast Management
Princeton,
New Jersey
|
$208K
|
+$205K
|
+2,310
|
New
|
|
|
2004
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$206K
|
+$203K
|
+2,288
|
New
|
|
|
2005
|
Rothschild Capital Partners
New York
|
$205K
|
+$202K
|
+2,277
|
New
|
|
|
2006
|
Wedge Capital Management
Charlotte,
North Carolina
|
$205K
|
+$203K
|
+2,286
|
New
|
|
|
2007
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$203K
|
+$200K
|
+2,260
|
New
|
|
|
2008
|
Winfield Associates
Cleveland,
Ohio
|
$202K
|
–
|
–
|
–
|
|
|
2009
|
Shufro Rose & Co
New York
|
$201K
|
+$198K
|
+2,230
|
New
|
|
|
2010
|
Watermark Asset Management
San Ramon,
California
|
$201K
|
+$198K
|
+2,234
|
New
|
|
|
2011
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$201K
|
+$199K
|
+2,241
|
New
|
|
|
2012
|
Regal Wealth Group
Seal Beach,
California
|
$198K
|
–
|
–
|
–
|
|
|
2013
|
Wolverine Asset Management
Chicago,
Illinois
|
$192K
|
+$190K
|
+2,142
|
New
|
|
|
2014
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$191K
|
-$17.7K
|
-200
|
-9%
|
|
|
2015
|
Fieldpoint Private Advisors
New York
|
$189K
|
-$313K
|
-3,526
|
-63%
|
|
|
2016
|
WealthPLAN Partners
Omaha,
Nebraska
|
$184K
|
+$181K
|
+2,043
|
New
|
|
|
2017
|
Assured Investment Management
New York
|
$180K
|
+$140K
|
+1,580
|
+370%
|
|
|
2018
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$179K
|
-$23.5K
|
-265
|
-12%
|
|
|
2019
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$166K
|
–
|
–
|
–
|
|
|
2020
|
Rational Advisors
Huntington,
New York
|
$161K
|
-$1.31M
|
-14,776
|
-89%
|
|
|
2021
|
|
$161K
|
–
|
–
|
–
|
|
|
2022
|
Risk Paradigm Group
Austin,
Texas
|
$161K
|
-$102K
|
-1,150
|
-39%
|
|
|
2023
|
Benson Investment Management Company
Roanoke,
Virginia
|
$157K
|
–
|
–
|
–
|
|
|
2024
|
Nine Masts Capital
Central,
Hong Kong
|
$153K
|
+$151K
|
+1,700
|
New
|
|
|
2025
|
Edge Wealth Management
New York
|
$148K
|
+$21.3K
|
+240
|
+17%
|
|
