|
2001
|
|
$9.76M
|
–
|
–
|
–
|
|
|
2002
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$9.73M
|
-$1.46K
|
-5
|
-0%
|
|
|
2003
|
|
$9.72M
|
-$315K
|
-1,081
|
-3%
|
|
|
2004
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$9.69M
|
+$183K
|
+630
|
+2%
|
|
|
2005
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$9.67M
|
-$788K
|
-2,709
|
-7%
|
|
|
2006
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$9.67M
|
-$57K
|
-196
|
-0.6%
|
|
|
2007
|
Searle & Co
Greenwich,
Connecticut
|
$9.67M
|
–
|
–
|
–
|
|
|
2008
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$9.65M
|
-$240K
|
-825
|
-2%
|
|
|
2009
|
Greenline Partners
New York
|
$9.63M
|
+$965K
|
+3,315
|
+11%
|
|
|
2010
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$9.62M
|
-$105K
|
-360
|
-1%
|
|
|
2011
|
55I LLC
Boston,
Massachusetts
|
$9.62M
|
+$4.12M
|
+14,176
|
+71%
|
|
|
2012
|
McMillion Capital Management
Greensboro,
North Carolina
|
$9.6M
|
-$227K
|
-781
|
-2%
|
|
|
2013
|
Summit Financial
Parsippany,
New Jersey
|
$9.6M
|
+$5.48M
|
+18,825
|
+124%
|
|
|
2014
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$9.59M
|
-$141K
|
-484
|
-1%
|
|
|
2015
|
Miramar Capital
Northbrook,
Illinois
|
$9.58M
|
+$54.4K
|
+187
|
+0.6%
|
|
|
2016
|
Hillman Capital Management
Bethesda,
Maryland
|
$9.55M
|
+$325K
|
+1,117
|
+3%
|
|
|
2017
|
Cinctive Capital Management
New York
|
$9.55M
|
-$3.15M
|
-10,833
|
-24%
|
|
|
2018
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$9.54M
|
+$1.34M
|
+4,605
|
+16%
|
|
|
2019
|
Twin Tree Management
Dallas,
Texas
|
$9.53M
|
+$9.84M
|
+33,817
|
New
|
|
|
2020
|
Bray Capital Advisors
Naples,
Florida
|
$9.53M
|
-$17.5K
|
-60
|
-0.2%
|
|
|
2021
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$9.51M
|
+$146K
|
+502
|
+2%
|
|
|
2022
|
First Trust Bank
Nassau,
Bahamas
|
$9.49M
|
–
|
–
|
–
|
|
|
2023
|
Apella Capital
West Hartford,
Connecticut
|
$9.48M
|
+$64.6K
|
+222
|
+0.7%
|
|
|
2024
|
Lafayette Investments
Ashton,
Maryland
|
$9.48M
|
-$20.4K
|
-70
|
-0.2%
|
|
|
2025
|
CCG Wealth Management
San Diego,
California
|
$9.46M
|
+$8.43M
|
+28,978
|
+632%
|
|
