|
2001
|
Trinity Financial Advisors
Columbus,
Ohio
|
$2.03M
|
-$2.07M
|
-13,167
|
-50%
|
|
|
2002
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$2.02M
|
+$32.4K
|
+206
|
+2%
|
|
|
2003
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$2M
|
+$1.28M
|
+8,139
|
+172%
|
|
|
2004
|
Hartline Investment Corp
Winnetka,
Illinois
|
$2M
|
+$17.3K
|
+110
|
+0.9%
|
|
|
2005
|
Access Financial Services
Minneapolis,
Minnesota
|
$2M
|
-$710K
|
-4,518
|
-26%
|
|
|
2006
|
Myriad Asset Management
North Point,
Hong Kong
|
$2M
|
+$2.01M
|
+12,825
|
New
|
|
|
2007
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.99M
|
-$153K
|
-974
|
-7%
|
|
|
2008
|
Saturna Capital
Bellingham,
Washington
|
$1.98M
|
–
|
–
|
–
|
|
|
2009
|
WealthShield Partners
Cary,
North Carolina
|
$1.98M
|
+$324K
|
+2,066
|
+19%
|
|
|
2010
|
Birinyi Associates
Westport,
Connecticut
|
$1.98M
|
-$47.1K
|
-300
|
-2%
|
|
|
2011
|
WT Wealth Management
Scottsdale,
Arizona
|
$1.97M
|
+$312K
|
+1,984
|
+19%
|
|
|
2012
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.97M
|
+$156K
|
+991
|
+8%
|
|
|
2013
|
Chapman Investment Management
San Anselmo,
California
|
$1.97M
|
–
|
–
|
–
|
|
|
2014
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.97M
|
+$41.6K
|
+265
|
+2%
|
|
|
2015
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.97M
|
-$1.99M
|
-12,639
|
-50%
|
|
|
2016
|
|
$1.96M
|
-$1.27M
|
-8,090
|
-39%
|
|
|
2017
|
Sonata Capital Group
Seattle,
Washington
|
$1.96M
|
–
|
–
|
–
|
|
|
2018
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1.95M
|
-$178K
|
-1,136
|
-8%
|
|
|
2019
|
Liberty One Investment Management
Libertyville,
Illinois
|
$1.95M
|
+$15.5K
|
+99
|
+0.8%
|
|
|
2020
|
MCF Advisors
Covington,
Kentucky
|
$1.95M
|
+$2.36K
|
+15
|
+0.1%
|
|
|
2021
|
Mason Investment Advisory Services
Reston,
Virginia
|
$1.94M
|
–
|
–
|
–
|
|
|
2022
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.94M
|
+$243K
|
+1,549
|
+14%
|
|
|
2023
|
Sittner & Nelson
Eugene,
Oregon
|
$1.93M
|
+$42.9K
|
+273
|
+2%
|
|
|
2024
|
Summit Financial
Parsippany,
New Jersey
|
$1.93M
|
+$1.11M
|
+7,065
|
+132%
|
|
|
2025
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.93M
|
+$59.7K
|
+380
|
+3%
|
|
