|
2001
|
IMS Capital Management
Portland,
Oregon
|
$260K
|
–
|
–
|
–
|
|
|
2002
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$257K
|
-$24.1K
|
-700
|
-8%
|
|
|
2003
|
BHK Investment Advisors
Birmingham,
Alabama
|
$256K
|
-$13.1K
|
-380
|
-5%
|
|
|
2004
|
Hays Advisory
Franklin,
Tennessee
|
$255K
|
-$110K
|
-3,188
|
-30%
|
|
|
2005
|
Family Capital Trust
Peabody,
Massachusetts
|
$255K
|
–
|
–
|
–
|
|
|
2006
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$255K
|
–
|
–
|
–
|
|
|
2007
|
Centaurus Financial
Anaheim,
California
|
$255K
|
+$20.2K
|
+588
|
+8%
|
|
|
2008
|
Bank of Stockton
Stockton,
California
|
$253K
|
–
|
–
|
–
|
|
|
2009
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$252K
|
-$1.82K
|
-53
|
-0.7%
|
|
|
2010
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$251K
|
-$149K
|
-4,333
|
-37%
|
|
|
2011
|
The Family Firm
Bethesda,
Maryland
|
$249K
|
-$68.3K
|
-1,988
|
-21%
|
|
|
2012
|
Capital Markets Trading (UK)
London,
United Kingdom
|
$248K
|
+$253K
|
+7,357
|
New
|
|
|
2013
|
Gilbert & Cook
West Des Moines,
Iowa
|
$247K
|
-$1.38K
|
-40
|
-0.5%
|
|
|
2014
|
Saratoga Research & Investment Management
Saratoga,
California
|
$247K
|
–
|
–
|
–
|
|
|
2015
|
D'Orazio & Associates
Falls Church,
Virginia
|
$245K
|
+$4.74K
|
+138
|
+2%
|
|
|
2016
|
|
$245K
|
+$21.5K
|
+624
|
+9%
|
|
|
2017
|
Holocene Advisors
New York
|
$243K
|
-$658K
|
-19,129
|
-73%
|
|
|
2018
|
Boston Common Asset Management
Boston,
Massachusetts
|
$243K
|
-$59.9K
|
-1,742
|
-19%
|
|
|
2019
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$243K
|
-$16.3K
|
-474
|
-6%
|
|
|
2020
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$243K
|
+$249K
|
+7,237
|
New
|
|
|
2021
|
KHP Capital
Tulsa,
Oklahoma
|
$242K
|
-$19.4K
|
-565
|
-7%
|
|
|
2022
|
Versant Capital Management
Phoenix,
Arizona
|
$242K
|
-$6.43K
|
-187
|
-3%
|
|
|
2023
|
Nelson Capital Management
Menlo Park,
California
|
$241K
|
-$18.6K
|
-540
|
-7%
|
|
|
2024
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$241K
|
–
|
–
|
–
|
|
|
2025
|
Fairview Capital Investment Management
Greenbrae,
California
|
$240K
|
-$39.2K
|
-1,141
|
-14%
|
|
