|
2001
|
New England Asset Management
Farmington,
Connecticut
|
$622K
|
+$599K
|
+7,514
|
New
|
|
|
2002
|
Keel Point
Huntsville,
Alabama
|
$620K
|
-$112K
|
-1,405
|
-16%
|
|
|
2003
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$620K
|
–
|
–
|
–
|
|
|
2004
|
P.A.W. Capital
Greenwich,
Connecticut
|
$620K
|
+$598K
|
+7,500
|
New
|
|
|
2005
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$616K
|
-$17.1K
|
-215
|
-3%
|
|
|
2006
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$613K
|
-$221K
|
-2,775
|
-27%
|
|
|
2007
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$610K
|
-$21.9K
|
-275
|
-4%
|
|
|
2008
|
Arrowstreet Capital
Boston,
Massachusetts
|
$606K
|
-$26M
|
-326,278
|
-98%
|
|
|
2009
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$606K
|
-$39K
|
-490
|
-6%
|
|
|
2010
|
WealthShield Partners
Cary,
North Carolina
|
$606K
|
-$16.3K
|
-204
|
-3%
|
|
|
2011
|
Strategic Advisors
New York
|
$601K
|
+$35.6K
|
+447
|
+7%
|
|
|
2012
|
Argent Capital Management
St Louis,
Missouri
|
$598K
|
–
|
–
|
–
|
|
|
2013
|
Mount Vernon Associates
Baltimore,
Maryland
|
$596K
|
-$68.3K
|
-857
|
-11%
|
|
|
2014
|
Sicart Associates
New York
|
$596K
|
–
|
–
|
–
|
|
|
2015
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$596K
|
+$27.9K
|
+350
|
+5%
|
|
|
2016
|
Swift Run Capital Management
Charlottesville,
Virginia
|
$593K
|
+$105K
|
+1,320
|
+23%
|
|
|
2017
|
Lenox Wealth Advisors
New York
|
$590K
|
-$1.83K
|
-23
|
-0.3%
|
|
|
2018
|
Sterneck Capital Management
Kansas City,
Missouri
|
$590K
|
-$239
|
-3
|
-0%
|
|
|
2019
|
Mraz Amerine & Associates
Modesto,
California
|
$590K
|
+$231K
|
+2,900
|
+69%
|
|
|
2020
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$589K
|
–
|
–
|
–
|
|
|
2021
|
Toth Financial Advisory
Leesburg,
Virginia
|
$579K
|
+$1.35K
|
+17
|
+0.2%
|
|
|
2022
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$578K
|
-$17.6K
|
-221
|
-3%
|
|
|
2023
|
DC Investments Management
Mclean,
Virginia
|
$578K
|
+$199K
|
+2,499
|
+56%
|
|
|
2024
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$577K
|
+$62.1K
|
+779
|
+12%
|
|
|
2025
|
Financial Life Advisors
San Antonio,
Texas
|
$576K
|
-$8.21K
|
-103
|
-1%
|
|
