|
2001
|
Huntington Steele
Oaks,
Pennsylvania
|
$309K
|
–
|
–
|
–
|
|
|
2002
|
Boothbay Fund Management
New York
|
$308K
|
-$219K
|
-2,467
|
-41%
|
|
|
2003
|
P.R. Herzig & Co
Roslyn Heights,
New York
|
$307K
|
-$17.7K
|
-200
|
-5%
|
|
|
2004
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$305K
|
+$11.6K
|
+131
|
+4%
|
|
|
2005
|
Pope Asset Management
Memphis,
Tennessee
|
$305K
|
+$311K
|
+3,500
|
New
|
|
|
2006
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$303K
|
–
|
–
|
–
|
|
|
2007
|
Veritas Investment Management
London,
United Kingdom
|
$300K
|
–
|
–
|
–
|
|
|
2008
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$298K
|
+$122K
|
+1,375
|
+67%
|
|
|
2009
|
Avenir Corporation
Alexandria,
Virginia
|
$297K
|
–
|
–
|
–
|
|
|
2010
|
IRON Financial
Northbrook,
Illinois
|
$297K
|
+$4.35K
|
+49
|
+1%
|
|
|
2011
|
Brown Capital Management
Baltimore,
Maryland
|
$296K
|
-$3.1K
|
-35
|
-1%
|
|
|
2012
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$296K
|
–
|
–
|
–
|
|
|
2013
|
TD Capital Management
Memphis,
Tennessee
|
$296K
|
–
|
–
|
–
|
|
|
2014
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$295K
|
+$300K
|
+3,379
|
New
|
|
|
2015
|
Liberty Capital Management
Birmingham,
Michigan
|
$294K
|
-$183K
|
-2,062
|
-38%
|
|
|
2016
|
Tortoise Investment Management
White Plains,
New York
|
$294K
|
-$24.4K
|
-275
|
-8%
|
|
|
2017
|
William Harris Investors
Chicago,
Illinois
|
$293K
|
–
|
–
|
–
|
|
|
2018
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$291K
|
–
|
–
|
–
|
|
|
2019
|
Magnetar Financial
Evanston,
Illinois
|
$291K
|
+$296K
|
+3,337
|
New
|
|
|
2020
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$289K
|
–
|
–
|
–
|
|
|
2021
|
Diamond Hill Capital Management
Columbus,
Ohio
|
$289K
|
+$73.3K
|
+826
|
+33%
|
|
|
2022
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$288K
|
-$265K
|
-2,985
|
-48%
|
|
|
2023
|
Ruggie Capital Group
Tavares,
Florida
|
$288K
|
+$1.42K
|
+16
|
+0.5%
|
|
|
2024
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$288K
|
+$85.6K
|
+965
|
+41%
|
|
|
2025
|
Sitrin Capital Management
Century City,
California
|
$285K
|
–
|
–
|
–
|
|
