|
2001
|
Georgetown University
Washington,
District of Columbia
|
$11.6M
|
+$15.2K
|
+103
|
+0.1%
|
|
|
2002
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$11.6M
|
-$237K
|
-1,608
|
-2%
|
|
|
2003
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$11.5M
|
-$59.2K
|
-401
|
-0.6%
|
|
|
2004
|
M. Kulyk & Associates
Decatur,
Georgia
|
$11.5M
|
+$242K
|
+1,637
|
+2%
|
|
|
2005
|
TriaGen Wealth Management
Calabasas,
California
|
$11.5M
|
-$8.26K
|
-56
|
-0.1%
|
|
|
2006
|
Kesler Norman & Wride
Ogden,
Utah
|
$11.5M
|
-$89.7K
|
-608
|
-0.9%
|
|
|
2007
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$11.5M
|
-$3.25K
|
-22
|
-0%
|
|
|
2008
|
FLC Capital Advisors
Palm Desert,
California
|
$11.5M
|
-$92.5K
|
-627
|
-0.9%
|
|
|
2009
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$11.5M
|
-$295K
|
-2,000
|
-3%
|
|
|
2010
|
Golden Green
Seneca,
South Carolina
|
$11.5M
|
-$61.5K
|
-417
|
-0.6%
|
|
|
2011
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$11.5M
|
+$1.03K
|
+7
|
+0%
|
|
|
2012
|
Stolper & Co
Tulsa,
Oklahoma
|
$11.4M
|
+$35.7K
|
+242
|
+0.4%
|
|
|
2013
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$11.4M
|
-$455K
|
-3,082
|
-4%
|
|
|
2014
|
Global Financial Private Client
Sarasota,
Florida
|
$11.4M
|
-$298K
|
-2,023
|
-3%
|
|
|
2015
|
Sterling Investment Counsel
Buffalo,
New York
|
$11.4M
|
-$117K
|
-790
|
-1%
|
|
|
2016
|
Solstein Capital
Menlo Park,
California
|
$11.4M
|
-$5.75K
|
-39
|
-0.1%
|
|
|
2017
|
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
$11.4M
|
-$4.21M
|
-28,538
|
-29%
|
|
|
2018
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$11.4M
|
+$742K
|
+5,027
|
+8%
|
|
|
2019
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$11.4M
|
-$274K
|
-1,856
|
-3%
|
|
|
2020
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$11.4M
|
+$458K
|
+3,107
|
+5%
|
|
|
2021
|
AJ Wealth Strategies
New York
|
$11.3M
|
-$1.02M
|
-6,927
|
-9%
|
|
|
2022
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$11.3M
|
-$312K
|
-2,113
|
-3%
|
|
|
2023
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$11.3M
|
-$2.37M
|
-16,038
|
-19%
|
|
|
2024
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$11.3M
|
+$292K
|
+1,978
|
+3%
|
|
|
2025
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$11.3M
|
-$202K
|
-1,368
|
-2%
|
|
