|
2001
|
Hikari Power
Tokyo,
Japan
|
$3.73M
|
–
|
–
|
–
|
|
|
2002
|
Dupree Financial Group
Lexington,
Kentucky
|
$3.73M
|
-$207K
|
-407
|
-5%
|
|
|
2003
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$3.72M
|
-$14.7K
|
-29
|
-0.4%
|
|
|
2004
|
Prairiewood Capital
Fargo,
North Dakota
|
$3.72M
|
-$77.2K
|
-152
|
-2%
|
|
|
2005
|
LRI Investments
Palm Beach Gardens,
Florida
|
$3.71M
|
-$85.3K
|
-168
|
-2%
|
|
|
2006
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.71M
|
-$157K
|
-309
|
-4%
|
|
|
2007
|
Diversified Enterprises
Wilmington,
Delaware
|
$3.71M
|
+$103K
|
+203
|
+3%
|
|
|
2008
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$3.7M
|
+$254K
|
+500
|
+7%
|
|
|
2009
|
Legacy Bridge
West Des Moines,
Iowa
|
$3.7M
|
+$182K
|
+359
|
+5%
|
|
|
2010
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$3.7M
|
–
|
–
|
–
|
|
|
2011
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$3.69M
|
-$123K
|
-242
|
-3%
|
|
|
2012
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$3.69M
|
+$216K
|
+425
|
+6%
|
|
|
2013
|
DOHJ LLC
Seattle,
Washington
|
$3.69M
|
+$325K
|
+640
|
+10%
|
|
|
2014
|
Olstein Capital Management
Purchase,
New York
|
$3.69M
|
-$584K
|
-1,150
|
-13%
|
|
|
2015
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.69M
|
+$125K
|
+247
|
+3%
|
|
|
2016
|
Drum Hill Capital
Westport,
Connecticut
|
$3.69M
|
-$35.5K
|
-70
|
-0.9%
|
|
|
2017
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$3.68M
|
+$2.5M
|
+4,920
|
+186%
|
|
|
2018
|
First Financial Bankshares
Abilene,
Texas
|
$3.68M
|
+$2.67M
|
+5,259
|
+228%
|
|
|
2019
|
Fieldview Capital Management
Niles,
Michigan
|
$3.67M
|
+$3.84M
|
+7,563
|
New
|
|
|
2020
|
Wealth Alliance
Mellville,
New York
|
$3.67M
|
-$82.8K
|
-163
|
-2%
|
|
|
2021
|
Holderness Investments Company
Greensboro,
North Carolina
|
$3.67M
|
-$585K
|
-1,152
|
-13%
|
|
|
2022
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$3.67M
|
-$114K
|
-225
|
-3%
|
|
|
2023
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$3.66M
|
+$762K
|
+1,500
|
+25%
|
|
|
2024
|
Mendota Financial Group
Madison,
Wisconsin
|
$3.66M
|
-$140K
|
-275
|
-4%
|
|
|
2025
|
Ashford Capital Management
Wilmington,
Delaware
|
$3.66M
|
+$230K
|
+453
|
+6%
|
|
