|
2001
|
Charter Research & Investment Group
Southport,
Connecticut
|
$547K
|
–
|
–
|
–
|
|
|
2002
|
Wealthspire Advisors (New York)
New York
|
$547K
|
+$169K
|
+1,582
|
+46%
|
|
|
2003
|
Kays Financial Advisory
Atlanta,
Georgia
|
$545K
|
+$3.84K
|
+36
|
+0.7%
|
|
|
2004
|
&Partners
Nashville,
Tennessee
|
$544K
|
–
|
–
|
–
|
|
|
2005
|
IMS Capital Management
Portland,
Oregon
|
$544K
|
+$35.9K
|
+337
|
+7%
|
|
|
2006
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$542K
|
-$43.6K
|
-409
|
-8%
|
|
|
2007
|
Prelude Capital Management
New York
|
$542K
|
+$527K
|
+4,947
|
New
|
|
|
2008
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$541K
|
-$266K
|
-2,500
|
-34%
|
|
|
2009
|
WESPAC Advisors
Orinda,
California
|
$539K
|
-$109K
|
-1,020
|
-17%
|
|
|
2010
|
Garde Capital
Seattle,
Washington
|
$537K
|
+$21.7K
|
+204
|
+4%
|
|
|
2011
|
American Asset Management
Boca Raton,
Florida
|
$534K
|
+$107
|
+1
|
+0%
|
|
|
2012
|
Coatue Management
New York
|
$534K
|
+$259K
|
+2,428
|
+99%
|
|
|
2013
|
Front Row Advisors
Tiburon,
California
|
$533K
|
-$96.2K
|
-903
|
-16%
|
|
|
2014
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$531K
|
-$64.7K
|
-607
|
-11%
|
|
|
2015
|
Cannon Financial Strategists
Athens,
Georgia
|
$526K
|
+$1.17K
|
+11
|
+0.2%
|
|
|
2016
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$525K
|
-$1.81K
|
-17
|
-0.4%
|
|
|
2017
|
Cheviot Value Management
Beverly Hills,
California
|
$525K
|
+$42.3K
|
+397
|
+9%
|
|
|
2018
|
361 Capital
Denver,
Colorado
|
$524K
|
-$981K
|
-9,203
|
-66%
|
|
|
2019
|
Hartline Investment Corp
Winnetka,
Illinois
|
$524K
|
–
|
–
|
–
|
|
|
2020
|
Fenimore Asset Management
Cobleskill,
New York
|
$523K
|
–
|
–
|
–
|
|
|
2021
|
KWMG LLC
Overland Park,
Kansas
|
$522K
|
–
|
–
|
–
|
|
|
2022
|
|
$521K
|
+$261K
|
+2,448
|
+12%
|
|
|
2023
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$519K
|
+$20.3K
|
+190
|
+4%
|
|
|
2024
|
Ategra Capital Management
Vienna,
Virginia
|
$518K
|
+$65.7K
|
+616
|
+15%
|
|
|
2025
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$518K
|
-$1.17K
|
-11
|
-0.2%
|
|
