|
2001
|
Boltwood Capital Management
Walnut Creek,
California
|
$479K
|
-$41.2K
|
-680
|
-8%
|
|
|
2002
|
WP Advisors
San Francisco,
California
|
$479K
|
–
|
–
|
–
|
|
|
2003
|
Csenge Advisory Group
Clearwater,
Florida
|
$475K
|
-$431K
|
-7,120
|
-44%
|
|
|
2004
|
Investment Counsel
Petoskey,
Michigan
|
$474K
|
-$90.8K
|
-1,500
|
-14%
|
|
|
2005
|
Cardan Capital Partners
Denver,
Colorado
|
$474K
|
–
|
–
|
–
|
|
|
2006
|
Beaton Management Company
Haverhill,
Massachusetts
|
$474K
|
+$212K
|
+3,500
|
+80%
|
|
|
2007
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$472K
|
-$31.5K
|
-520
|
-6%
|
|
|
2008
|
Fortis Advisors
Wayne,
Pennsylvania
|
$470K
|
–
|
–
|
–
|
|
|
2009
|
Cheviot Value Management
Beverly Hills,
California
|
$466K
|
+$17K
|
+280
|
+4%
|
|
|
2010
|
First Bankers Trust
Louisville,
Kentucky
|
$465K
|
-$6.05K
|
-100
|
-1%
|
|
|
2011
|
RFG Advisory
Birmingham,
Alabama
|
$465K
|
+$466K
|
+7,700
|
New
|
|
|
2012
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$464K
|
–
|
–
|
–
|
|
|
2013
|
Northstar Investment Advisors
Denver,
Colorado
|
$462K
|
+$24.2K
|
+400
|
+6%
|
|
|
2014
|
FAS Wealth Partners
Leawood,
Kansas
|
$459K
|
+$25.4K
|
+420
|
+6%
|
|
|
2015
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$455K
|
–
|
–
|
–
|
|
|
2016
|
Greatmark Investment Partners
Columbus,
Georgia
|
$454K
|
+$455K
|
+7,520
|
New
|
|
|
2017
|
Garrison Bradford & Associates
New York
|
$453K
|
–
|
–
|
–
|
|
|
2018
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$453K
|
+$4.84K
|
+80
|
+1%
|
|
|
2019
|
Plancorp LLC
Saint Louis,
Missouri
|
$451K
|
-$4.84K
|
-80
|
-1%
|
|
|
2020
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$450K
|
-$6.05K
|
-100
|
-1%
|
|
|
2021
|
JGP Wealth Management
Bend,
Oregon
|
$449K
|
-$162K
|
-2,680
|
-26%
|
|
|
2022
|
Camden National Bank
Camden,
Maine
|
$449K
|
-$63K
|
-1,040
|
-12%
|
|
|
2023
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$446K
|
–
|
–
|
–
|
|
|
2024
|
SOL Capital Management
Rockville,
Maryland
|
$445K
|
–
|
–
|
–
|
|
|
2025
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$444K
|
-$7.26K
|
-120
|
-2%
|
|
