|
2001
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$231K
|
–
|
–
|
–
|
|
|
2002
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$231K
|
+$221K
|
+1,900
|
New
|
|
|
2003
|
Kestra Investment Management
Austin,
Texas
|
$231K
|
+$221K
|
+1,899
|
New
|
|
|
2004
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$231K
|
-$23.2K
|
-200
|
-10%
|
|
|
2005
|
L2 Asset Management
Wayland,
Massachusetts
|
$230K
|
-$49K
|
-422
|
-18%
|
|
|
2006
|
Waddell & Associates
Memphis,
Tennessee
|
$230K
|
+$220K
|
+1,895
|
New
|
|
|
2007
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$230K
|
+$15K
|
+129
|
+7%
|
|
|
2008
|
|
$230K
|
+$2.67K
|
+23
|
+1%
|
|
|
2009
|
Fiduciary Alliance
Greenville,
South Carolina
|
$229K
|
+$219K
|
+1,886
|
New
|
|
|
2010
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$229K
|
-$60K
|
-516
|
-22%
|
|
|
2011
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$228K
|
+$218K
|
+1,879
|
New
|
|
|
2012
|
Landaas & Company
Milwaukee,
Wisconsin
|
$228K
|
-$19.4K
|
-167
|
-8%
|
|
|
2013
|
Crew Capital Management
Cincinnati,
Ohio
|
$228K
|
+$218K
|
+1,876
|
New
|
|
|
2014
|
Perkins Coie Trust Company
Seattle,
Washington
|
$228K
|
–
|
–
|
–
|
|
|
2015
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$227K
|
-$32.8K
|
-282
|
-13%
|
|
|
2016
|
Fagan Associates
Troy,
New York
|
$227K
|
+$218K
|
+1,872
|
New
|
|
|
2017
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$227K
|
-$817K
|
-7,033
|
-79%
|
|
|
2018
|
Aveo Capital Partners
Englewood,
Colorado
|
$226K
|
-$23.2K
|
-200
|
-10%
|
|
|
2019
|
DGS Capital Management
Jersey City,
New Jersey
|
$226K
|
+$217K
|
+1,865
|
New
|
|
|
2020
|
Park Edge Advisors
Cleveland,
Ohio
|
$226K
|
+$216K
|
+1,862
|
New
|
|
|
2021
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$225K
|
+$216K
|
+1,857
|
New
|
|
|
2022
|
AXS Investments
Port Chester,
New York
|
$225K
|
-$41.9K
|
-361
|
-16%
|
|
|
2023
|
Mosaic Financial Group
Chicago,
Illinois
|
$225K
|
+$215K
|
+1,851
|
New
|
|
|
2024
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$225K
|
-$29.9K
|
-257
|
-12%
|
|
|
2025
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$225K
|
+$215K
|
+1,850
|
New
|
|
