|
2001
|
Bell Asset Management
Melbourne,
Australia
|
$4.07M
|
-$709K
|
1
|
1.09%
|
Reduced
|
|
|
2002
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$4.06M
|
+$759K
|
1
|
0.21%
|
Increased
|
|
|
2003
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$4.06M
|
+$519K
|
2
|
1.5%
|
Increased
|
|
|
2004
|
Eagle Strategies
New York
|
$4.06M
|
+$387K
|
2
|
0.4%
|
Increased
|
|
|
2005
|
3Chopt Investment Partners
Richmond,
Virginia
|
$4.06M
|
+$400K
|
1
|
0.76%
|
Increased
|
|
|
2006
|
Meteora Capital
Boca Raton,
Florida
|
$4.04M
|
+$5.83M
|
2
|
0.34%
|
Increased
|
|
|
2007
|
Plancorp LLC
Saint Louis,
Missouri
|
$4.04M
|
+$440K
|
2
|
0.1%
|
Increased
|
|
|
2008
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$4.04M
|
-$1.12M
|
2
|
0.17%
|
Reduced
|
|
|
2009
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$4.03M
|
+$458K
|
1
|
0.86%
|
Increased
|
|
|
2010
|
Fayez Sarofim & Co
Houston,
Texas
|
$4.02M
|
-$1.99K
|
1
|
0.01%
|
Reduced
|
|
|
2011
|
Morling Financial Advisors
Fremont,
California
|
$4.02M
|
-$1.48K
|
2
|
1.12%
|
Reduced
|
|
|
2012
|
Concord Wealth Partners
Abingdon,
Virginia
|
$4.02M
|
+$265K
|
5
|
0.46%
|
Increased
|
|
|
2013
|
Prospect Financial Services
Melville,
New York
|
$4.02M
|
+$332K
|
4
|
2.03%
|
Increased
|
|
|
2014
|
Nikulski Financial
Bettendorf,
Iowa
|
$4.02M
|
+$412K
|
1
|
0.87%
|
Increased
|
|
|
2015
|
LRI Investments
Palm Beach Gardens,
Florida
|
$4M
|
+$719K
|
9
|
0.32%
|
Increased
|
|
|
2016
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$3.99M
|
+$300K
|
2
|
2.12%
|
Increased
|
|
|
2017
|
Sculptor Capital
New York
|
$3.98M
|
-$37.2M
|
1
|
0.03%
|
Reduced
|
|
|
2018
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$3.97M
|
+$93.1K
|
3
|
0.15%
|
Increased
|
|
|
2019
|
Philip James Wealth Mangement
Milton,
Georgia
|
$3.97M
|
-$29.1K
|
2
|
0.45%
|
Reduced
|
|
|
2020
|
Lighthouse Financial Services
Brea,
California
|
$3.96M
|
+$4.69K
|
1
|
0.83%
|
Increased
|
|
|
2021
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$3.96M
|
+$65.6K
|
1
|
0.98%
|
Increased
|
|
|
2022
|
Huber Capital Management
El Segundo,
California
|
$3.96M
|
-$1.15M
|
1
|
0.58%
|
Reduced
|
|
|
2023
|
OceanIQ Capital
Palo Alto,
California
|
$3.96M
|
+$4.66M
|
2
|
2.39%
|
New
|
|
|
2024
|
Icon Wealth Advisors
Houston,
Texas
|
$3.95M
|
-$1.54M
|
2
|
0.24%
|
Reduced
|
|
|
2025
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$3.95M
|
+$43.8K
|
3
|
0.4%
|
Increased
|
|