|
2001
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$962K
|
-$21K
|
-656
|
-2%
|
|
|
2002
|
Affinity Wealth Management
Wilmington,
Delaware
|
$962K
|
+$104K
|
+3,236
|
+12%
|
|
|
2003
|
Noven Financial Group
Denver,
Colorado
|
$956K
|
-$33.8K
|
-1,056
|
-3%
|
|
|
2004
|
Emerald Advisers
Leola,
Pennsylvania
|
$955K
|
-$2.31M
|
-72,072
|
-70%
|
|
|
2005
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$954K
|
-$384K
|
-12,000
|
-28%
|
|
|
2006
|
Goldstein Munger & Associates
San Ramon,
California
|
$947K
|
+$128
|
+4
|
+0%
|
|
|
2007
|
Hall Capital Management
Barrington,
Rhode Island
|
$946K
|
+$229K
|
+7,168
|
+31%
|
|
|
2008
|
First Eagle Investment Management
New York
|
$945K
|
–
|
–
|
–
|
|
|
2009
|
CWH Capital Management
Spokane,
Washington
|
$945K
|
+$57.1K
|
+1,784
|
+6%
|
|
|
2010
|
Verus Financial Partners
Richmond,
Virginia
|
$942K
|
-$58.3K
|
-1,824
|
-6%
|
|
|
2011
|
Seamans Capital Management
Boston,
Massachusetts
|
$941K
|
–
|
–
|
–
|
|
|
2012
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$936K
|
-$17.9K
|
-560
|
-2%
|
|
|
2013
|
Morningstar Investment Services
Chicago,
Illinois
|
$927K
|
+$135K
|
+4,216
|
+17%
|
|
|
2014
|
High Point Bank & Trust
High Point,
North Carolina
|
$925K
|
+$4.35K
|
+136
|
+0.5%
|
|
|
2015
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$921K
|
+$620K
|
+19,380
|
+194%
|
|
|
2016
|
Jackson Wealth Management
Lake Mary,
Florida
|
$920K
|
-$164K
|
-5,136
|
-15%
|
|
|
2017
|
Ruffer LLP
London,
United Kingdom
|
$920K
|
-$1.79K
|
-56
|
-0.2%
|
|
|
2018
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$913K
|
+$119K
|
+3,708
|
+15%
|
|
|
2019
|
American Asset Management
Boca Raton,
Florida
|
$910K
|
+$19.2K
|
+600
|
+2%
|
|
|
2020
|
King Wealth Management Group
Naples,
Florida
|
$906K
|
-$23.8K
|
-744
|
-3%
|
|
|
2021
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$905K
|
+$923K
|
+28,860
|
New
|
|
|
2022
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$889K
|
+$19.8K
|
+620
|
+2%
|
|
|
2023
|
Financial Advisory Group
Houston,
Texas
|
$886K
|
-$25.1K
|
-784
|
-3%
|
|
|
2024
|
VNBTrust National Association
Charlottesville,
Virginia
|
$885K
|
-$4.73K
|
-148
|
-0.5%
|
|
|
2025
|
Odey Holdings (Switzerland)
Zurich, Switzerland,
Switzerland
|
$884K
|
-$29.4K
|
-920
|
-3%
|
|
