|
2001
|
Palo Capital
Newport Beach,
California
|
$1.71M
|
-$7.79K
|
-95
|
-0.5%
|
|
|
2002
|
Barbara Oil Co
Chicago,
Illinois
|
$1.71M
|
–
|
–
|
–
|
|
|
2003
|
IMS Capital Management
Portland,
Oregon
|
$1.71M
|
+$96.1K
|
+1,172
|
+6%
|
|
|
2004
|
FCG Advisors
Chatham,
New Jersey
|
$1.7M
|
+$45.4K
|
+553
|
+3%
|
|
|
2005
|
Grove Bank & Trust
Miami,
Florida
|
$1.7M
|
+$82K
|
+1,000
|
+5%
|
|
|
2006
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.7M
|
+$90.2K
|
+1,099
|
+6%
|
|
|
2007
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$1.7M
|
+$20.1K
|
+245
|
+1%
|
|
|
2008
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.7M
|
–
|
–
|
–
|
|
|
2009
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.69M
|
-$43.1K
|
-526
|
-3%
|
|
|
2010
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$1.69M
|
–
|
–
|
–
|
|
|
2011
|
|
$1.69M
|
+$1.62M
|
+19,770
|
New
|
|
|
2012
|
Ashford Capital Management
Wilmington,
Delaware
|
$1.69M
|
-$7.96K
|
-97
|
-0.5%
|
|
|
2013
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$1.69M
|
-$32.5K
|
-396
|
-2%
|
|
|
2014
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$1.68M
|
+$1.6M
|
+19,497
|
New
|
|
|
2015
|
Cypress Wealth Services
Palm Desert,
California
|
$1.67M
|
+$1.6M
|
+19,560
|
New
|
|
|
2016
|
Montgomery Investment Management
Rockville,
Maryland
|
$1.67M
|
-$49.2K
|
-600
|
-3%
|
|
|
2017
|
Sunbelt Securities
Houston,
Texas
|
$1.66M
|
+$149K
|
+1,818
|
+10%
|
|
|
2018
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$1.66M
|
+$757K
|
+9,228
|
+91%
|
|
|
2019
|
Wedgewood Investors
Erie,
Pennsylvania
|
$1.66M
|
-$12.3K
|
-150
|
-0.8%
|
|
|
2020
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$1.66M
|
+$1.59M
|
+19,349
|
New
|
|
|
2021
|
East Coast Asset Management
Essex,
Massachusetts
|
$1.65M
|
-$208K
|
-2,533
|
-12%
|
|
|
2022
|
Beach Investment Management
West Conshohocken,
Pennsylvania
|
$1.64M
|
–
|
–
|
–
|
|
|
2023
|
Arlington Partners
Birmingham,
Alabama
|
$1.64M
|
+$1.58M
|
+19,220
|
New
|
|
|
2024
|
SSI Investment Management
Los Angeles,
California
|
$1.64M
|
-$190K
|
-2,318
|
-11%
|
|
|
2025
|
Canal Capital Management
Richmond,
Virginia
|
$1.64M
|
+$186K
|
+2,266
|
+13%
|
|
