|
2001
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$278K
|
–
|
–
|
–
|
|
|
2002
|
Northside Capital Management
Hood River,
Oregon
|
$276K
|
–
|
–
|
–
|
|
|
2003
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$275K
|
+$1.72K
|
+28
|
+0.6%
|
|
|
2004
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$275K
|
+$5.47K
|
+89
|
+2%
|
|
|
2005
|
Rock Point Advisors
Burlington,
Vermont
|
$273K
|
-$3.07K
|
-50
|
-1%
|
|
|
2006
|
Brown Capital Management
Baltimore,
Maryland
|
$273K
|
–
|
–
|
–
|
|
|
2007
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$272K
|
-$9.22K
|
-150
|
-3%
|
|
|
2008
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$272K
|
+$270K
|
+4,388
|
New
|
|
|
2009
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$271K
|
-$4.37K
|
-71
|
-2%
|
|
|
2010
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$271K
|
–
|
–
|
–
|
|
|
2011
|
Tradewinds Capital Management
Bellingham,
Washington
|
$271K
|
+$61.5K
|
+1,000
|
+30%
|
|
|
2012
|
Montis Financial
Waltham,
Massachusetts
|
$271K
|
+$268K
|
+4,365
|
New
|
|
|
2013
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$271K
|
+$269K
|
+4,376
|
New
|
|
|
2014
|
Financial Perspectives
Minneapolis,
Minnesota
|
$271K
|
+$18K
|
+293
|
+7%
|
|
|
2015
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$270K
|
-$965K
|
-15,700
|
-78%
|
|
|
2016
|
Financial Engines Advisors
Santa Clara,
California
|
$269K
|
+$265K
|
+4,309
|
New
|
|
|
2017
|
Trinity Financial Advisors
Columbus,
Ohio
|
$269K
|
+$266K
|
+4,330
|
New
|
|
|
2018
|
SSI Investment Management
Los Angeles,
California
|
$268K
|
-$246
|
-4
|
-0.1%
|
|
|
2019
|
Acadian Asset Management
Boston,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
2020
|
Taurus Asset Management
New York
|
$268K
|
–
|
–
|
–
|
|
|
2021
|
Concord Wealth Partners
Abingdon,
Virginia
|
$267K
|
+$264K
|
+4,298
|
New
|
|
|
2022
|
Edge Capital Group
Atlanta,
Georgia
|
$264K
|
-$104K
|
-1,691
|
-28%
|
|
|
2023
|
Pioneer Trust Bank
Salem,
Oregon
|
$264K
|
–
|
–
|
–
|
|
|
2024
|
Monterey Private Wealth
Monterey,
California
|
$264K
|
+$430
|
+7
|
+0.2%
|
|
|
2025
|
Hutchinson Capital Management
San Rafael,
California
|
$263K
|
–
|
–
|
–
|
|
