|
2001
|
Verity Asset Management
Durham,
North Carolina
|
$893K
|
+$29K
|
+91
|
+3%
|
|
|
2002
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$892K
|
-$1.91K
|
-6
|
-0.2%
|
|
|
2003
|
GHP Investment Advisors
Denver,
Colorado
|
$891K
|
-$319
|
-1
|
-0%
|
|
|
2004
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$891K
|
-$7.96K
|
-25
|
-0.9%
|
|
|
2005
|
BTC Capital Management
Des Moines,
Iowa
|
$890K
|
+$545K
|
+1,710
|
+148%
|
|
|
2006
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$890K
|
+$3.5K
|
+11
|
+0.4%
|
|
|
2007
|
Harmony Asset Management
Scottsdale,
Arizona
|
$889K
|
+$128K
|
+402
|
+16%
|
|
|
2008
|
|
$889K
|
-$22K
|
-69
|
-2%
|
|
|
2009
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$889K
|
–
|
–
|
–
|
|
|
2010
|
Semus Wealth Partners
Boca Raton,
Florida
|
$886K
|
+$2.87K
|
+9
|
+0.3%
|
|
|
2011
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$883K
|
+$127K
|
+400
|
+16%
|
|
|
2012
|
Advance Capital Management
Southfield,
Michigan
|
$883K
|
-$35.4K
|
-111
|
-4%
|
|
|
2013
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$882K
|
-$44.9K
|
-141
|
-5%
|
|
|
2014
|
Trilogy Capital
Irvine,
California
|
$882K
|
+$45.2K
|
+142
|
+5%
|
|
|
2015
|
CM Wealth Advisors
Beachwood,
Ohio
|
$880K
|
–
|
–
|
–
|
|
|
2016
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$876K
|
-$14.3K
|
-45
|
-2%
|
|
|
2017
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$876K
|
+$29.9K
|
+94
|
+3%
|
|
|
2018
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$874K
|
+$67.2K
|
+211
|
+8%
|
|
|
2019
|
Charter Research & Investment Group
Southport,
Connecticut
|
$870K
|
–
|
–
|
–
|
|
|
2020
|
Snowwater Investment Partners
Fairfield,
Connecticut
|
$870K
|
+$99.1K
|
+311
|
+12%
|
|
|
2021
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$870K
|
-$14.4M
|
-45,349
|
-94%
|
|
|
2022
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$865K
|
+$4.14K
|
+13
|
+0.5%
|
|
|
2023
|
Intellus Advisors
Naples,
Florida
|
$864K
|
-$73.3K
|
-230
|
-8%
|
|
|
2024
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$863K
|
-$33.5K
|
-105
|
-4%
|
|
|
2025
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$862K
|
-$70.4K
|
-221
|
-7%
|
|
