|
2001
|
Howard Capital Management Group
Los Angeles,
California
|
$973K
|
+$180
|
+2
|
+0%
|
|
|
2002
|
Coho Partners
Berwyn,
Pennsylvania
|
$973K
|
+$3.16K
|
+35
|
+0.3%
|
|
|
2003
|
Madison Wealth Management
Cincinnati,
Ohio
|
$972K
|
+$19K
|
+211
|
+2%
|
|
|
2004
|
LifePro Asset Management
San Diego,
California
|
$971K
|
-$9.83K
|
-109
|
-1%
|
|
|
2005
|
Atlas Private Wealth Management
Albany,
New York
|
$971K
|
+$205K
|
+2,275
|
+25%
|
|
|
2006
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$968K
|
+$3.25K
|
+36
|
+0.3%
|
|
|
2007
|
Harvest Fund Management
Beijing,
China
|
$964K
|
+$400K
|
+4,430
|
+65%
|
|
|
2008
|
Regent Investment Management
Louisville,
Kentucky
|
$963K
|
-$5.41K
|
-60
|
-0.5%
|
|
|
2009
|
Paradigm Capital Management (Nevada)
Reno,
Nevada
|
$963K
|
+$162K
|
+1,795
|
+19%
|
|
|
2010
|
Insight Wealth Partners
Plano,
Texas
|
$959K
|
+$90.5K
|
+1,003
|
+10%
|
|
|
2011
|
ADE LLC
Baltimore,
Maryland
|
$958K
|
–
|
–
|
–
|
|
|
2012
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$958K
|
+$1.01M
|
+11,184
|
New
|
|
|
2013
|
USA Financial Formulas
Ada,
Michigan
|
$955K
|
-$81.2K
|
-900
|
-7%
|
|
|
2014
|
Islay Capital Management
Lubbock,
Texas
|
$955K
|
-$64K
|
-709
|
-6%
|
|
|
2015
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$954K
|
+$446K
|
+4,944
|
+80%
|
|
|
2016
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$951K
|
+$21.2K
|
+235
|
+2%
|
|
|
2017
|
Berkshire Money Management
Dalton,
Massachusetts
|
$949K
|
-$2.53K
|
-28
|
-0.3%
|
|
|
2018
|
Sequent Asset Management
Houston,
Texas
|
$949K
|
+$271
|
+3
|
+0%
|
|
|
2019
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$949K
|
+$83.4K
|
+925
|
+9%
|
|
|
2020
|
Maven Securities
St Helier,
Jersey
|
$947K
|
+$591K
|
+6,553
|
+146%
|
|
|
2021
|
Roundview Capital
Princeton,
New Jersey
|
$944K
|
+$361
|
+4
|
+0%
|
|
|
2022
|
TSP Capital Management Group
Summit,
New Jersey
|
$942K
|
–
|
–
|
–
|
|
|
2023
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$940K
|
-$18.4K
|
-204
|
-2%
|
|
|
2024
|
RB Capital Management
Reno,
Nevada
|
$940K
|
+$74.5K
|
+826
|
+8%
|
|
|
2025
|
Fagan Associates
Troy,
New York
|
$938K
|
+$166K
|
+1,835
|
+20%
|
|
