|
2001
|
Beaumont Asset Management
Beaumont,
Texas
|
$710K
|
+$704K
|
+10,183
|
New
|
|
|
2002
|
Columbia Trust
Portland,
Oregon
|
$710K
|
+$704K
|
+10,186
|
New
|
|
|
2003
|
Cahill Financial Advisors
Edina,
Minnesota
|
$709K
|
-$8.85K
|
-128
|
-1%
|
|
|
2004
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$708K
|
-$16.2K
|
-234
|
-2%
|
|
|
2005
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$708K
|
–
|
–
|
–
|
|
|
2006
|
Amarillo National Bank
Amarillo,
Texas
|
$707K
|
-$59.1K
|
-855
|
-8%
|
|
|
2007
|
CoreCommodity Management
Stamford,
Connecticut
|
$704K
|
+$8.78K
|
+127
|
+1%
|
|
|
2008
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$703K
|
-$149K
|
-2,153
|
-18%
|
|
|
2009
|
Carlson Capital Management
Northfield,
Minnesota
|
$699K
|
+$106K
|
+1,531
|
+18%
|
|
|
2010
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$698K
|
+$269K
|
+3,887
|
+64%
|
|
|
2011
|
Lyell Wealth Management
Menlo Park,
California
|
$691K
|
-$13.7K
|
-198
|
-2%
|
|
|
2012
|
Hilton Capital Management
Garden City,
New York
|
$691K
|
+$46.5K
|
+672
|
+7%
|
|
|
2013
|
Berkshire Money Management
Dalton,
Massachusetts
|
$689K
|
+$415
|
+6
|
+0.1%
|
|
|
2014
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$688K
|
+$203K
|
+2,936
|
+42%
|
|
|
2015
|
Qtron Investments
Boston,
Massachusetts
|
$687K
|
-$70.6K
|
-1,021
|
-9%
|
|
|
2016
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$685K
|
–
|
–
|
–
|
|
|
2017
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$684K
|
–
|
–
|
–
|
|
|
2018
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$683K
|
+$3.6K
|
+52
|
+0.5%
|
|
|
2019
|
Ausdal Financial Partners
Davenport,
Iowa
|
$683K
|
+$18.6K
|
+269
|
+3%
|
|
|
2020
|
&Partners
Nashville,
Tennessee
|
$683K
|
+$210K
|
+3,040
|
+45%
|
|
|
2021
|
New World Advisors
Hingham,
Massachusetts
|
$681K
|
–
|
–
|
–
|
|
|
2022
|
Sentinel Trust
Houston,
Texas
|
$681K
|
–
|
–
|
–
|
|
|
2023
|
Abbot Financial Management
Andover,
Massachusetts
|
$680K
|
+$26.7K
|
+386
|
+4%
|
|
|
2024
|
Gleason Group
Prospect,
Kentucky
|
$679K
|
+$673K
|
+9,735
|
New
|
|
|
2025
|
Winslow Asset Management
Beachwood,
Ohio
|
$678K
|
-$59.2K
|
-856
|
-8%
|
|
