|
2001
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$411K
|
+$20.7K
|
+366
|
+6%
|
|
|
2002
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$409K
|
–
|
–
|
–
|
|
|
2003
|
Domani Wealth
Lancaster,
Pennsylvania
|
$409K
|
+$1.7K
|
+30
|
+0.4%
|
|
|
2004
|
Tradewinds Capital Management
Bellingham,
Washington
|
$409K
|
+$1.76K
|
+31
|
+0.5%
|
|
|
2005
|
Garde Capital
Seattle,
Washington
|
$408K
|
-$1.22M
|
-21,602
|
-76%
|
|
|
2006
|
Campbell Wealth Management
Alexandria,
Virginia
|
$407K
|
-$89.9K
|
-1,588
|
-19%
|
|
|
2007
|
Virtue Capital Management
Brentwood,
Tennessee
|
$407K
|
-$34.1K
|
-603
|
-8%
|
|
|
2008
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$407K
|
+$121K
|
+2,140
|
+45%
|
|
|
2009
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$406K
|
-$101K
|
-1,792
|
-21%
|
|
|
2010
|
|
$406K
|
–
|
–
|
–
|
|
|
2011
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$406K
|
–
|
–
|
–
|
|
|
2012
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$404K
|
-$23.5K
|
-415
|
-6%
|
|
|
2013
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$404K
|
+$64.9K
|
+1,146
|
+20%
|
|
|
2014
|
Barber Financial Group
Lenexa,
Kansas
|
$403K
|
-$66.5K
|
-1,174
|
-15%
|
|
|
2015
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$402K
|
-$1.33M
|
-23,490
|
-78%
|
|
|
2016
|
Huber Capital Management
El Segundo,
California
|
$402K
|
–
|
–
|
–
|
|
|
2017
|
Aureus Asset Management
Boston,
Massachusetts
|
$401K
|
+$10.8K
|
+191
|
+3%
|
|
|
2018
|
Lourd Capital
Beverly Hills,
California
|
$397K
|
-$1.62M
|
-28,563
|
-81%
|
|
|
2019
|
Grandfield & Dodd
New York
|
$397K
|
–
|
–
|
–
|
|
|
2020
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$396K
|
+$30.9K
|
+545
|
+9%
|
|
|
2021
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$396K
|
+$57.3K
|
+1,012
|
+18%
|
|
|
2022
|
Paulson Wealth Management
Wheaton,
Illinois
|
$395K
|
+$11.2K
|
+197
|
+3%
|
|
|
2023
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$395K
|
+$67.3K
|
+1,188
|
+22%
|
|
|
2024
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$394K
|
-$17.5K
|
-309
|
-4%
|
|
|
2025
|
Howard Capital Management (New York)
New York
|
$392K
|
-$11.6K
|
-204
|
-3%
|
|
