|
2001
|
High Point Bank & Trust
High Point,
North Carolina
|
$851K
|
-$40.8K
|
-1,500
|
-5%
|
|
|
2002
|
King Wealth Management Group
Naples,
Florida
|
$846K
|
+$179K
|
+6,564
|
+27%
|
|
|
2003
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$839K
|
+$313K
|
+11,520
|
+61%
|
|
|
2004
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$828K
|
-$30.6K
|
-1,124
|
-4%
|
|
|
2005
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$824K
|
-$110K
|
-4,052
|
-12%
|
|
|
2006
|
Stockman Wealth Management
Billings,
Montana
|
$824K
|
+$813K
|
+29,880
|
New
|
|
|
2007
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$823K
|
–
|
–
|
–
|
|
|
2008
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$823K
|
+$812K
|
+29,828
|
New
|
|
|
2009
|
Hilton Capital Management
Garden City,
New York
|
$822K
|
+$24.5K
|
+900
|
+3%
|
|
|
2010
|
Ruffer LLP
London,
United Kingdom
|
$812K
|
–
|
–
|
–
|
|
|
2011
|
First Eagle Investment Management
New York
|
$810K
|
–
|
–
|
–
|
|
|
2012
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$809K
|
+$154K
|
+5,664
|
+24%
|
|
|
2013
|
John G. Ullman & Associates
Corning,
New York
|
$807K
|
-$3.52M
|
-129,264
|
-82%
|
|
|
2014
|
Glovista Investments
Jersey City,
New Jersey
|
$799K
|
–
|
–
|
–
|
|
|
2015
|
Verity Asset Management
Durham,
North Carolina
|
$799K
|
–
|
–
|
–
|
|
|
2016
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$791K
|
+$780K
|
+28,676
|
New
|
|
|
2017
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$788K
|
+$17.4K
|
+640
|
+2%
|
|
|
2018
|
Goldstein Munger & Associates
San Ramon,
California
|
$785K
|
+$7.95K
|
+292
|
+1%
|
|
|
2019
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$785K
|
+$20K
|
+736
|
+3%
|
|
|
2020
|
American Asset Management
Boca Raton,
Florida
|
$784K
|
–
|
–
|
–
|
|
|
2021
|
Sandhill Capital Partners
Buffalo,
New York
|
$781K
|
-$4.35K
|
-160
|
-0.6%
|
|
|
2022
|
First Merchants Corp
Muncie,
Indiana
|
$779K
|
+$111K
|
+4,064
|
+17%
|
|
|
2023
|
Rational Advisors
Huntington,
New York
|
$779K
|
+$768K
|
+28,216
|
New
|
|
|
2024
|
Jasper Ridge Partners
Menlo Park,
California
|
$773K
|
–
|
–
|
–
|
|
|
2025
|
Park Circle Company
Baltimore,
Maryland
|
$773K
|
–
|
–
|
–
|
|
