|
2001
|
Cortland Associates
St Louis,
Missouri
|
$998K
|
–
|
–
|
–
|
|
|
2002
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$996K
|
+$1.01M
|
+7,230
|
New
|
|
|
2003
|
Provident Investment Management
Novi,
Michigan
|
$990K
|
–
|
–
|
–
|
|
|
2004
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$990K
|
+$3.63K
|
+26
|
+0.4%
|
|
|
2005
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$990K
|
-$9.22K
|
-66
|
-0.9%
|
|
|
2006
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$988K
|
–
|
–
|
–
|
|
|
2007
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$987K
|
-$226K
|
-1,618
|
-19%
|
|
|
2008
|
Lincoln Capital
Lincoln,
Nebraska
|
$986K
|
-$16.4K
|
-117
|
-2%
|
|
|
2009
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$981K
|
+$238K
|
+1,700
|
+32%
|
|
|
2010
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$980K
|
+$984K
|
+7,040
|
New
|
|
|
2011
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$979K
|
+$2.38K
|
+17
|
+0.2%
|
|
|
2012
|
Elm Advisors
Burlingame,
California
|
$977K
|
–
|
–
|
–
|
|
|
2013
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$976K
|
–
|
–
|
–
|
|
|
2014
|
Y-Intercept (HK)
Hong Kong
|
$976K
|
+$990K
|
+7,087
|
New
|
|
|
2015
|
Hoey Investments
Coatesville,
Pennsylvania
|
$975K
|
-$132K
|
-941
|
-12%
|
|
|
2016
|
Archer Investment Corporation
Carmel,
Indiana
|
$975K
|
–
|
–
|
–
|
|
|
2017
|
Lee Capital Holdings
New York
|
$974K
|
–
|
–
|
–
|
|
|
2018
|
RBF Capital
San Francisco,
California
|
$974K
|
–
|
–
|
–
|
|
|
2019
|
Carlson Capital Management
Northfield,
Minnesota
|
$973K
|
-$29.8K
|
-213
|
-3%
|
|
|
2020
|
SimplyRich
Carlsbad,
California
|
$973K
|
-$839
|
-6
|
-0.1%
|
|
|
2021
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$973K
|
+$11.9K
|
+85
|
+1%
|
|
|
2022
|
Buffington Mohr McNeal
Boise,
Idaho
|
$971K
|
-$296K
|
-2,119
|
-23%
|
|
|
2023
|
Seelaus Asset Management
Chatham,
New Jersey
|
$968K
|
-$12.4K
|
-89
|
-1%
|
|
|
2024
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$968K
|
+$78.7K
|
+563
|
+9%
|
|
|
2025
|
SlateStone Wealth
Jupiter,
Florida
|
$966K
|
-$2.81M
|
-20,117
|
-74%
|
|
