|
2001
|
Cheviot Value Management
Beverly Hills,
California
|
$652K
|
–
|
–
|
–
|
|
|
2002
|
Fairview Capital Investment Management
Greenbrae,
California
|
$652K
|
+$9.42K
|
+83
|
+1%
|
|
|
2003
|
Bath Savings Trust
Bath,
Maine
|
$650K
|
–
|
–
|
–
|
|
|
2004
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$649K
|
+$83.2K
|
+733
|
+15%
|
|
|
2005
|
Old North State Trust
Greensboro,
North Carolina
|
$646K
|
+$648K
|
+5,708
|
New
|
|
|
2006
|
Vicus Capital
State College,
Pennsylvania
|
$645K
|
-$20.4K
|
-180
|
-3%
|
|
|
2007
|
|
$638K
|
–
|
–
|
–
|
|
|
2008
|
Summit Equities
Parsippany,
New Jersey
|
$633K
|
–
|
–
|
–
|
|
|
2009
|
Alpha Windward
Westwood,
Massachusetts
|
$633K
|
-$22K
|
-194
|
-3%
|
|
|
2010
|
East Coast Asset Management
Essex,
Massachusetts
|
$633K
|
+$39.2K
|
+345
|
+7%
|
|
|
2011
|
|
$632K
|
-$1.82M
|
-16,032
|
-74%
|
|
|
2012
|
Alyeska Investment Group
Chicago,
Illinois
|
$630K
|
-$4.11M
|
-36,210
|
-87%
|
|
|
2013
|
Rikoon Group
Santa Fe,
New Mexico
|
$630K
|
+$341
|
+3
|
+0.1%
|
|
|
2014
|
MV Capital Management
Bethesda,
Maryland
|
$629K
|
-$4.65K
|
-41
|
-0.7%
|
|
|
2015
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$623K
|
–
|
–
|
–
|
|
|
2016
|
Peregrine Asset Advisers
Portland,
Oregon
|
$617K
|
+$14.8K
|
+130
|
+2%
|
|
|
2017
|
Westwood Management Corporation
Chicago,
Illinois
|
$616K
|
-$568K
|
-5,000
|
-48%
|
|
|
2018
|
Merriman Wealth Management
Seattle,
Washington
|
$615K
|
-$22.7K
|
-200
|
-4%
|
|
|
2019
|
Beech Hill Advisors
New York
|
$611K
|
–
|
–
|
–
|
|
|
2020
|
|
$611K
|
–
|
–
|
–
|
|
|
2021
|
Focused Wealth Management
Newburgh,
New York
|
$611K
|
+$114
|
+1
|
+0%
|
|
|
2022
|
Bruderman Asset Management
Locust Valley,
New York
|
$609K
|
-$27.2K
|
-240
|
-4%
|
|
|
2023
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$609K
|
+$93.5K
|
+824
|
+18%
|
|
|
2024
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$607K
|
–
|
–
|
–
|
|
|
2025
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$606K
|
+$81.8K
|
+721
|
+16%
|
|
