|
2001
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$248K
|
+$6.19K
|
+146
|
+3%
|
|
|
2002
|
Well Done LLC
Holland,
Michigan
|
$248K
|
+$8.61K
|
+203
|
+4%
|
|
|
2003
|
Ritholtz Wealth Management
New York
|
$248K
|
+$245K
|
+5,778
|
New
|
|
|
2004
|
Lipe & Dalton
Syracuse,
New York
|
$247K
|
-$63.6K
|
-1,500
|
-21%
|
|
|
2005
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$244K
|
-$4.24K
|
-100
|
-2%
|
|
|
2006
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$244K
|
-$3.1K
|
-73
|
-1%
|
|
|
2007
|
Zweig-DiMenna Associates
New York
|
$244K
|
+$242K
|
+5,700
|
New
|
|
|
2008
|
Penn Davis McFarland
Dallas,
Texas
|
$240K
|
–
|
–
|
–
|
|
|
2009
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$239K
|
+$31.4K
|
+740
|
+15%
|
|
|
2010
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$238K
|
+$236K
|
+5,559
|
New
|
|
|
2011
|
Flossbach Von Storch
Cologne,
Germany
|
$236K
|
-$459K
|
-10,830
|
-66%
|
|
|
2012
|
Orser Capital Management
Southlake,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
2013
|
Lesa Sroufe & Co
Seattle,
Washington
|
$235K
|
+$232K
|
+5,477
|
New
|
|
|
2014
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$234K
|
-$59.3K
|
-1,398
|
-20%
|
|
|
2015
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$233K
|
+$231K
|
+5,455
|
New
|
|
|
2016
|
HCR Wealth Advisors
Los Angeles,
California
|
$231K
|
+$1.27K
|
+30
|
+0.5%
|
|
|
2017
|
Koch Industries
Wichita,
Kansas
|
$230K
|
-$457K
|
-10,786
|
-67%
|
|
|
2018
|
C Partners Holding
Zurich,
Switzerland
|
$230K
|
-$98.5K
|
-2,322
|
-30%
|
|
|
2019
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
2020
|
QCM Cayman
Houston,
Texas
|
$230K
|
+$227K
|
+5,353
|
New
|
|
|
2021
|
Proficio Capital Partners
Newton,
Massachusetts
|
$229K
|
-$5.3K
|
-125
|
-2%
|
|
|
2022
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$229K
|
+$127
|
+3
|
+0.1%
|
|
|
2023
|
Resource Management
Metairie,
Louisiana
|
$229K
|
+$14.1K
|
+333
|
+7%
|
|
|
2024
|
First Long Island Investors
Jericho,
New York
|
$228K
|
–
|
–
|
–
|
|
|
2025
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$228K
|
+$226K
|
+5,337
|
New
|
|
