|
2001
|
New England Asset Management
Farmington,
Connecticut
|
$316K
|
–
|
–
|
–
|
|
|
2002
|
Front Street Capital Management
Missoula,
Montana
|
$315K
|
-$68.5K
|
-2,796
|
-18%
|
|
|
2003
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$314K
|
-$125K
|
-5,087
|
-29%
|
|
|
2004
|
Maven Securities
St Helier,
Jersey
|
$306K
|
-$53.4K
|
-2,178
|
-15%
|
|
|
2005
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$305K
|
+$18.7K
|
+762
|
+7%
|
|
|
2006
|
Private Management Group
Irvine,
California
|
$304K
|
+$294K
|
+11,999
|
New
|
|
|
2007
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$303K
|
+$8.33K
|
+340
|
+3%
|
|
|
2008
|
Westside Investment Management
Santa Monica,
California
|
$302K
|
-$63.8K
|
-2,604
|
-18%
|
|
|
2009
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$302K
|
+$292K
|
+11,925
|
New
|
|
|
2010
|
Signature Financial Management
Norfolk,
Virginia
|
$299K
|
-$1.37K
|
-56
|
-0.5%
|
|
|
2011
|
Aristotle Capital Management
Los Angeles,
California
|
$299K
|
–
|
–
|
–
|
|
|
2012
|
Redwood Investment Management
Scottsdale,
Arizona
|
$298K
|
+$57K
|
+2,325
|
+25%
|
|
|
2013
|
Fort Point Capital Partners
San Francisco,
California
|
$298K
|
+$70.5K
|
+2,880
|
+32%
|
|
|
2014
|
Ashford Capital Management
Wilmington,
Delaware
|
$294K
|
–
|
–
|
–
|
|
|
2015
|
Armbruster Capital Management
Pittsford,
New York
|
$291K
|
+$1.72K
|
+70
|
+0.6%
|
|
|
2016
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$290K
|
-$31.9K
|
-1,304
|
-10%
|
|
|
2017
|
McMillion Capital Management
Greensboro,
North Carolina
|
$290K
|
-$23.3K
|
-953
|
-8%
|
|
|
2018
|
The Family Firm
Bethesda,
Maryland
|
$289K
|
-$17.3K
|
-705
|
-6%
|
|
|
2019
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$289K
|
-$14.6K
|
-596
|
-5%
|
|
|
2020
|
Wedge Capital Management
Charlotte,
North Carolina
|
$289K
|
+$539
|
+22
|
+0.2%
|
|
|
2021
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$289K
|
+$39.8K
|
+1,624
|
+17%
|
|
|
2022
|
Morningstar Investment Services
Chicago,
Illinois
|
$286K
|
-$26.2K
|
-1,070
|
-9%
|
|
|
2023
|
Hays Advisory
Franklin,
Tennessee
|
$284K
|
+$67.4K
|
+2,750
|
+33%
|
|
|
2024
|
IMS Capital Management
Portland,
Oregon
|
$283K
|
-$7.1K
|
-290
|
-3%
|
|
|
2025
|
Gould Asset Management
Claremont,
California
|
$281K
|
-$42.8K
|
-1,747
|
-14%
|
|
