|
2001
|
VisionPoint Advisory Group
Dallas,
Texas
|
$343K
|
+$15.1K
|
+273
|
+3%
|
|
|
2002
|
Kendall Capital Management
Rockville,
Maryland
|
$341K
|
-$1.66K
|
-30
|
-0.3%
|
|
|
2003
|
NFP Retirement Inc
Aliso Viejo,
California
|
$340K
|
+$57.4K
|
+1,040
|
+13%
|
|
|
2004
|
Bank of Stockton
Stockton,
California
|
$337K
|
-$42.7K
|
-774
|
-8%
|
|
|
2005
|
|
$336K
|
+$73.5K
|
+1,332
|
+18%
|
|
|
2006
|
Csenge Advisory Group
Clearwater,
Florida
|
$336K
|
+$104K
|
+1,884
|
+27%
|
|
|
2007
|
Gables Capital Management
Miami,
Florida
|
$335K
|
-$407K
|
-7,380
|
-46%
|
|
|
2008
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$335K
|
-$54.3K
|
-984
|
-10%
|
|
|
2009
|
Chilton Investment Company
Stamford,
Connecticut
|
$335K
|
-$5.36K
|
-97
|
-1%
|
|
|
2010
|
Raub Brock Capital Management
Larkspur,
California
|
$335K
|
–
|
–
|
–
|
|
|
2011
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$335K
|
+$3.26K
|
+59
|
+0.7%
|
|
|
2012
|
TAP Consulting
Kirkwood,
Missouri
|
$335K
|
+$17K
|
+308
|
+4%
|
|
|
2013
|
Matthew Hamilton Rosenberg
|
$335K
|
+$486K
|
+8,809
|
New
|
|
|
2014
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$334K
|
–
|
–
|
–
|
|
|
2015
|
Meridian Management
Little Rock,
Arkansas
|
$334K
|
–
|
–
|
–
|
|
|
2016
|
Trek Financial
Scottsdale,
Arizona
|
$334K
|
+$145K
|
+2,635
|
+43%
|
|
|
2017
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$333K
|
-$211K
|
-3,830
|
-30%
|
|
|
2018
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$333K
|
+$26.6K
|
+481
|
+6%
|
|
|
2019
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$332K
|
-$4.69K
|
-85
|
-1%
|
|
|
2020
|
MV Capital Management
Bethesda,
Maryland
|
$332K
|
+$149K
|
+2,700
|
+45%
|
|
|
2021
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$331K
|
-$74.9K
|
-1,356
|
-13%
|
|
|
2022
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$331K
|
–
|
–
|
–
|
|
|
2023
|
Fidelity International
Hamilton,
Bermuda
|
$329K
|
-$8.31M
|
-150,465
|
-95%
|
|
|
2024
|
First American Trust
Santa Ana,
California
|
$329K
|
-$2.22M
|
-40,135
|
-82%
|
|
|
2025
|
Fort Point Capital Partners
San Francisco,
California
|
$329K
|
-$25.9K
|
-469
|
-5%
|
|
