|
2001
|
Chelsea Counsel Company
Los Angeles,
California
|
$277K
|
-$329K
|
-9,651
|
-47%
|
|
|
2002
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$277K
|
-$21.1K
|
-618
|
-5%
|
|
|
2003
|
Element Pointe Advisors
Miami,
Florida
|
$276K
|
-$55.3K
|
-1,622
|
-13%
|
|
|
2004
|
Alta Advisers
London,
United Kingdom
|
$276K
|
+$365K
|
+10,700
|
New
|
|
|
2005
|
XR Securities
Chicago,
Illinois
|
$276K
|
+$365K
|
+10,713
|
New
|
|
|
2006
|
Willner & Heller
Encino,
California
|
$275K
|
+$59.3K
|
+1,738
|
+19%
|
|
|
2007
|
Oxbow Advisors
Austin,
Texas
|
$274K
|
-$24.9K
|
-730
|
-6%
|
|
|
2008
|
Avalon Capital Management
Port Of Redwood City,
California
|
$274K
|
–
|
–
|
–
|
|
|
2009
|
Pzena Investment Management
New York
|
$274K
|
–
|
–
|
–
|
|
|
2010
|
Opes Wealth Management
Menlo Park,
California
|
$272K
|
+$71.1K
|
+2,086
|
+25%
|
|
|
2011
|
Towerpoint Wealth
Sacramento,
California
|
$271K
|
-$76.9K
|
-2,255
|
-2%
|
|
|
2012
|
Allen Investment Management
New York
|
$271K
|
-$28.5K
|
-835
|
-7%
|
|
|
2013
|
First Bancorp
Damariscotta,
Maine
|
$271K
|
+$71K
|
+2,082
|
+25%
|
|
|
2014
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$271K
|
+$93.9K
|
+2,754
|
+35%
|
|
|
2015
|
LCM Capital Management
Chicago,
Illinois
|
$270K
|
-$17.8K
|
-521
|
-5%
|
|
|
2016
|
Aire Advisors
Beverly Hills,
California
|
$270K
|
-$11.9K
|
-348
|
-3%
|
|
|
2017
|
Lyell Wealth Management
Menlo Park,
California
|
$269K
|
-$22.6K
|
-662
|
-6%
|
|
|
2018
|
Quest Investment Management
Lake Oswego,
Oregon
|
$268K
|
–
|
–
|
–
|
|
|
2019
|
Duncker Streett & Co
St. Louis,
Missouri
|
$267K
|
-$46.4K
|
-1,361
|
-12%
|
|
|
2020
|
Cribstone Capital Management
Augusta,
Maine
|
$266K
|
-$56.8K
|
-1,665
|
-14%
|
|
|
2021
|
TFC Financial Management
Boston,
Massachusetts
|
$266K
|
+$3.48K
|
+102
|
+1%
|
|
|
2022
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$265K
|
-$207K
|
-6,081
|
-37%
|
|
|
2023
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$265K
|
-$33.5K
|
-982
|
-9%
|
|
|
2024
|
Liberty Wealth Management
Oakland,
California
|
$265K
|
-$307
|
-9
|
-0.1%
|
|
|
2025
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$264K
|
-$35.6K
|
-1,044
|
-9%
|
|
