|
2001
|
ALPS Advisors
Denver,
Colorado
|
$3.7M
|
+$122K
|
6
|
0.03%
|
Increased
|
|
|
2002
|
Vantage Investment Partners
Kansas City,
Missouri
|
$3.7M
|
+$51.6K
|
2
|
1.08%
|
Increased
|
|
|
2003
|
Longer Investments
Fayetteville,
Arkansas
|
$3.68M
|
-$140K
|
2
|
2.78%
|
Reduced
|
|
|
2004
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$3.68M
|
+$2.43K
|
1
|
0.49%
|
Increased
|
|
|
2005
|
IberiaBank
Lafayette,
Louisiana
|
$3.67M
|
+$402K
|
4
|
2.05%
|
Increased
|
|
|
2006
|
Camelot Portfolios
Maumee,
Ohio
|
$3.66M
|
+$1.02M
|
4
|
2.36%
|
Increased
|
|
|
2007
|
Accredited Investors
Edina,
Minnesota
|
$3.65M
|
+$52.2K
|
4
|
1.19%
|
Increased
|
|
|
2008
|
|
$3.65M
|
-$1.92M
|
1
|
1.77%
|
Reduced
|
|
|
2009
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.65M
|
-$320K
|
3
|
1.55%
|
Reduced
|
|
|
2010
|
Bank of Stockton
Stockton,
California
|
$3.64M
|
-$135K
|
4
|
2.08%
|
Reduced
|
|
|
2011
|
Reliant Investment Management
Memphis,
Tennessee
|
$3.64M
|
-$223K
|
2
|
3.32%
|
Reduced
|
|
|
2012
|
SVA Wealth Management
Madison,
Wisconsin
|
$3.63M
|
+$87.7K
|
4
|
1.55%
|
Increased
|
|
|
2013
|
Pring Turner Capital Group
Alamo,
California
|
$3.63M
|
-$15.1K
|
1
|
3.14%
|
Reduced
|
|
|
2014
|
IFC Holdings
Tampa,
Florida
|
$3.63M
|
+$674K
|
5
|
0.66%
|
Increased
|
|
|
2015
|
Cypress Asset Management
Houston,
Texas
|
$3.62M
|
-$265K
|
3
|
0.62%
|
Reduced
|
|
|
2016
|
Point View Wealth Management
Summit,
New Jersey
|
$3.62M
|
+$13.9K
|
3
|
3.13%
|
Increased
|
|
|
2017
|
Lakeshore Capital
Birmingham,
Alabama
|
$3.6M
|
+$34.4K
|
1
|
3.38%
|
Increased
|
|
|
2018
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$3.58M
|
+$329K
|
4
|
4.33%
|
Increased
|
|
|
2019
|
Edge Wealth Management
New York
|
$3.58M
|
+$248K
|
5
|
1.49%
|
Increased
|
|
|
2020
|
SFE Investment Counsel
Los Angeles,
California
|
$3.58M
|
-$129K
|
3
|
1.46%
|
Reduced
|
|
|
2021
|
Constellation Wealth Advisors
New York
|
$3.57M
|
-$31.4M
|
3
|
0.4%
|
Reduced
|
|
|
2022
|
Prospera Financial Services
Dallas,
Texas
|
$3.57M
|
+$851K
|
4
|
0.96%
|
Increased
|
|
|
2023
|
|
$3.56M
|
+$3.07M
|
1
|
2.58%
|
New
|
|
|
2024
|
Buffington Mohr McNeal
Boise,
Idaho
|
$3.56M
|
-$30.4K
|
2
|
1.97%
|
Reduced
|
|
|
2025
|
Field & Main Bank
Henderson,
Kentucky
|
$3.55M
|
-$77.8K
|
4
|
3.31%
|
Reduced
|
|