|
2001
|
Whitnell & Co
Oak Brook,
Illinois
|
$9.33M
|
+$11.4K
|
6
|
4.18%
|
Increased
|
|
|
2002
|
Wintrust Investments
Chicago,
Illinois
|
$9.33M
|
+$5.16M
|
9
|
2.66%
|
Increased
|
|
|
2003
|
Azzad Asset Management
Falls Church,
Virginia
|
$9.33M
|
+$486K
|
5
|
3.52%
|
Increased
|
|
|
2004
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$9.32M
|
-$447K
|
8
|
7.54%
|
Reduced
|
|
|
2005
|
|
$9.32M
|
-$7.28M
|
2
|
0.49%
|
Reduced
|
|
|
2006
|
City Financial Investment Company
London,
United Kingdom
|
$9.32M
|
-$5.19M
|
3
|
1.46%
|
Reduced
|
|
|
2007
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$9.32M
|
-$227K
|
5
|
3.41%
|
Reduced
|
|
|
2008
|
Marcus Capital
Northbrook,
Illinois
|
$9.32M
|
+$452K
|
3
|
8.69%
|
Increased
|
|
|
2009
|
Amarillo National Bank
Amarillo,
Texas
|
$9.31M
|
+$25K
|
6
|
3.32%
|
Increased
|
|
|
2010
|
Bray Capital Advisors
Naples,
Florida
|
$9.31M
|
+$263K
|
5
|
5.27%
|
Increased
|
|
|
2011
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$9.3M
|
+$786K
|
14
|
4.08%
|
Increased
|
|
|
2012
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.27M
|
+$1.07M
|
6
|
2.11%
|
Increased
|
|
|
2013
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$9.26M
|
-$68.9K
|
6
|
4.63%
|
Reduced
|
|
|
2014
|
Frontier Wealth Management
Kansas City,
Missouri
|
$9.24M
|
-$152K
|
5
|
1.41%
|
Reduced
|
|
|
2015
|
Investment Management of Virginia
Richmond,
Virginia
|
$9.24M
|
-$395K
|
2
|
2.27%
|
Reduced
|
|
|
2016
|
Kamunting Street Capital Management
Miami Beach,
Florida
|
$9.21M
|
-$4.58M
|
1
|
6.64%
|
Reduced
|
|
|
2017
|
Concentric Wealth Management
Lafayette,
California
|
$9.18M
|
-$193K
|
5
|
7.46%
|
Reduced
|
|
|
2018
|
Homrich & Berg
Atlanta,
Georgia
|
$9.17M
|
+$1.26M
|
6
|
0.79%
|
Increased
|
|
|
2019
|
Winch Advisory Services
Appleton,
Wisconsin
|
$9.17M
|
+$2.58M
|
7
|
5.82%
|
Increased
|
|
|
2020
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$9.16M
|
-$39.7K
|
7
|
3.07%
|
Reduced
|
|
|
2021
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$9.14M
|
+$444K
|
6
|
1.85%
|
Increased
|
|
|
2022
|
Teewinot Capital Advisers
New York
|
$9.13M
|
+$755K
|
3
|
5.03%
|
Increased
|
|
|
2023
|
Stockman Wealth Management
Billings,
Montana
|
$9.12M
|
+$338K
|
3
|
5.18%
|
Increased
|
|
|
2024
|
|
$9.11M
|
-$88.6K
|
4
|
0.44%
|
Reduced
|
|
|
2025
|
Partnervest Advisory Services
Santa Barbara,
California
|
$9.1M
|
-$2.69M
|
7
|
4.11%
|
Reduced
|
|