|
2001
|
Noven Financial Group
Denver,
Colorado
|
$780K
|
-$64.2K
|
-2,188
|
-7%
|
|
|
2002
|
VNBTrust National Association
Charlottesville,
Virginia
|
$778K
|
–
|
–
|
–
|
|
|
2003
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$777K
|
-$49.3K
|
-1,680
|
-6%
|
|
|
2004
|
Jasper Ridge Partners
Menlo Park,
California
|
$777K
|
+$4.69K
|
+160
|
+0.6%
|
|
|
2005
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$775K
|
+$14.8K
|
+504
|
+2%
|
|
|
2006
|
Tudor Investment Corp
Stamford,
Connecticut
|
$761K
|
-$260K
|
-8,860
|
-24%
|
|
|
2007
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$758K
|
+$70.4K
|
+2,400
|
+10%
|
|
|
2008
|
Summit Financial Strategies
Columbus,
Ohio
|
$749K
|
+$106K
|
+3,600
|
+15%
|
|
|
2009
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$741K
|
-$104K
|
-3,560
|
-12%
|
|
|
2010
|
Delta Asset Management
Memphis,
Tennessee
|
$735K
|
+$144K
|
+4,904
|
+23%
|
|
|
2011
|
Parthenon LLC
Louisville,
Kentucky
|
$733K
|
+$235
|
+8
|
+0%
|
|
|
2012
|
Investment Partners
New Philadelphia,
Ohio
|
$728K
|
+$119K
|
+4,048
|
+18%
|
|
|
2013
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$726K
|
+$32.1K
|
+1,096
|
+4%
|
|
|
2014
|
|
$717K
|
-$1.8M
|
-61,492
|
-70%
|
|
|
2015
|
Driehaus Capital Management
Chicago,
Illinois
|
$715K
|
-$4.6M
|
-156,992
|
-86%
|
|
|
2016
|
CWH Capital Management
Spokane,
Washington
|
$712K
|
-$127K
|
-4,316
|
-14%
|
|
|
2017
|
Odey Holdings (Switzerland)
Zurich, Switzerland,
Switzerland
|
$712K
|
-$69K
|
-2,352
|
-8%
|
|
|
2018
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$706K
|
-$9.94M
|
-338,996
|
-93%
|
|
|
2019
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$706K
|
+$411K
|
+14,008
|
+121%
|
|
|
2020
|
Argent Trust
San Antonio,
Texas
|
$704K
|
+$134K
|
+4,580
|
+22%
|
|
|
2021
|
Deltec Asset Management
New York
|
$699K
|
-$938K
|
-32,000
|
-56%
|
|
|
2022
|
Zhang Financial
Portage,
Michigan
|
$699K
|
-$61.2K
|
-2,088
|
-8%
|
|
|
2023
|
Montag & Caldwell
Atlanta,
Georgia
|
$699K
|
-$1.17K
|
-40
|
-0.2%
|
|
|
2024
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$699K
|
+$1.88K
|
+64
|
+0.3%
|
|
|
2025
|
Auxier Asset Management
Aurora,
Oregon
|
$698K
|
–
|
–
|
–
|
|
