|
2001
|
One Capital Management
Westlake Village,
California
|
$253K
|
+$248K
|
+4,441
|
New
|
|
|
2002
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$251K
|
-$95K
|
-1,699
|
-28%
|
|
|
2003
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$251K
|
–
|
–
|
–
|
|
|
2004
|
Gilbert & Cook
West Des Moines,
Iowa
|
$250K
|
+$10.3K
|
+185
|
+4%
|
|
|
2005
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$249K
|
-$11.2K
|
-200
|
-4%
|
|
|
2006
|
Excalibur Management
Waltham,
Massachusetts
|
$249K
|
+$22K
|
+394
|
+10%
|
|
|
2007
|
Investors Financial Group
Plymouth,
Minnesota
|
$248K
|
-$559
|
-10
|
-0.2%
|
|
|
2008
|
Jacobs & Co
San Francisco,
California
|
$248K
|
+$2.46K
|
+44
|
+1%
|
|
|
2009
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$248K
|
+$4.53K
|
+81
|
+2%
|
|
|
2010
|
Hendershot Investments
Centreville,
Virginia
|
$248K
|
+$243K
|
+4,352
|
New
|
|
|
2011
|
Security National Trust
Wheeling,
West Virginia
|
$247K
|
+$3.63K
|
+65
|
+2%
|
|
|
2012
|
Range Financial Group
Tigard,
Oregon
|
$247K
|
+$242K
|
+4,327
|
New
|
|
|
2013
|
Probity Advisors
Dallas,
Texas
|
$246K
|
+$3.24K
|
+58
|
+1%
|
|
|
2014
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$246K
|
+$196K
|
+3,500
|
+432%
|
|
|
2015
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$245K
|
-$7.04K
|
-126
|
-3%
|
|
|
2016
|
Affinity Wealth Management
Wilmington,
Delaware
|
$245K
|
–
|
–
|
–
|
|
|
2017
|
Clear Creek Financial Management
Silverdale,
Washington
|
$245K
|
+$240K
|
+4,301
|
New
|
|
|
2018
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$244K
|
-$78.9K
|
-1,411
|
-25%
|
|
|
2019
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$244K
|
-$11.2K
|
-200
|
-4%
|
|
|
2020
|
WNY Asset Management
Williamsville,
New York
|
$242K
|
–
|
–
|
–
|
|
|
2021
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$242K
|
+$237K
|
+4,240
|
New
|
|
|
2022
|
Gries Financial
Cleveland,
Ohio
|
$241K
|
-$671
|
-12
|
-0.3%
|
|
|
2023
|
|
$241K
|
–
|
–
|
–
|
|
|
2024
|
Argus Investors Counsel
New York
|
$241K
|
+$236K
|
+4,226
|
New
|
|
|
2025
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$240K
|
+$56
|
+1
|
+0%
|
|
