|
2001
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$413K
|
–
|
–
|
–
|
|
|
2002
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$413K
|
+$39.9K
|
+546
|
+11%
|
|
|
2003
|
Pitti Group Wealth Management
Victor,
New York
|
$411K
|
-$26.4K
|
-361
|
-6%
|
|
|
2004
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$411K
|
+$1.17K
|
+16
|
+0.3%
|
|
|
2005
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$410K
|
–
|
–
|
–
|
|
|
2006
|
First American Bank
Dundee,
Illinois
|
$409K
|
+$2.48K
|
+34
|
+0.6%
|
|
|
2007
|
Convergence Financial
Columbia,
Missouri
|
$408K
|
-$22.4K
|
-307
|
-5%
|
|
|
2008
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$408K
|
-$267K
|
-3,657
|
-40%
|
|
|
2009
|
Sanders Morris Harris
Houston,
Texas
|
$408K
|
–
|
–
|
–
|
|
|
2010
|
Jag Capital Management
St Louis,
Missouri
|
$407K
|
–
|
–
|
–
|
|
|
2011
|
Waycross Partners
Louisville,
Kentucky
|
$407K
|
–
|
–
|
–
|
|
|
2012
|
Congress Park Capital
Saratoga Springs,
New York
|
$406K
|
+$393K
|
+5,375
|
New
|
|
|
2013
|
Sather Financial Group
Victoria,
Texas
|
$405K
|
+$4.53K
|
+62
|
+1%
|
|
|
2014
|
Covenant Asset Management
Chester,
New Jersey
|
$404K
|
+$27K
|
+370
|
+7%
|
|
|
2015
|
Everpar Advisors
Tulsa,
Oklahoma
|
$403K
|
+$16.3K
|
+223
|
+4%
|
|
|
2016
|
Chicago Capital
Chicago,
Illinois
|
$403K
|
-$7.31K
|
-100
|
-2%
|
|
|
2017
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$402K
|
+$49K
|
+670
|
+14%
|
|
|
2018
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$402K
|
–
|
–
|
–
|
|
|
2019
|
Richard P. Slaughter Associates
Austin,
Texas
|
$401K
|
–
|
–
|
–
|
|
|
2020
|
Fayez Sarofim & Co
Houston,
Texas
|
$399K
|
+$7.67K
|
+105
|
+2%
|
|
|
2021
|
Saxony Capital Management
St. Louis,
Missouri
|
$399K
|
-$17.1K
|
-234
|
-4%
|
|
|
2022
|
Kessler Investment Group
Columbus,
Indiana
|
$398K
|
+$13.1K
|
+179
|
+4%
|
|
|
2023
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$397K
|
-$5.26K
|
-72
|
-1%
|
|
|
2024
|
City Center Advisors LLC
Troy,
Michigan
|
$397K
|
–
|
–
|
–
|
|
|
2025
|
Leelyn Smith
Geneva,
Illinois
|
$397K
|
–
|
–
|
–
|
|
