|
2001
|
One Capital Management
Westlake Village,
California
|
$19.6M
|
+$2.66M
|
7
|
3.32%
|
Increased
|
|
|
2002
|
GFG Capital
Miami,
Florida
|
$19.6M
|
+$7.8M
|
5
|
9.95%
|
Increased
|
|
|
2003
|
Naman Capital
Sao Paulo,
Brazil
|
$19.6M
|
+$12.3M
|
2
|
19.97%
|
Increased
|
|
|
2004
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$19.5M
|
+$5.85M
|
6
|
14.91%
|
Increased
|
|
|
2005
|
Vienna Insurance Group
Warsaw,
Poland
|
$19.5M
|
+$15.8M
|
2
|
24.65%
|
Increased
|
|
|
2006
|
Proficio Capital Partners
Newton,
Massachusetts
|
$19.5M
|
+$3.63M
|
5
|
4.89%
|
Increased
|
|
|
2007
|
Six Columns Capital
Dallas,
Texas
|
$19.5M
|
-$1.42M
|
2
|
6.03%
|
Reduced
|
|
|
2008
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$19.5M
|
+$1.05M
|
7
|
6.72%
|
Increased
|
|
|
2009
|
Plimoth Trust
Plymouth,
Massachusetts
|
$19.5M
|
+$343K
|
7
|
8.16%
|
Increased
|
|
|
2010
|
First Personal Financial Services
Charlotte,
North Carolina
|
$19.4M
|
-$201K
|
7
|
7.51%
|
Reduced
|
|
|
2011
|
Beech Hill Advisors
New York
|
$19.4M
|
-$2.4M
|
6
|
13.26%
|
Reduced
|
|
|
2012
|
Blume Capital Management
Berkeley,
California
|
$19.4M
|
-$1.09M
|
7
|
12.44%
|
Reduced
|
|
|
2013
|
SCP Investment
Orinda,
California
|
$19.4M
|
+$2.71M
|
2
|
14.24%
|
Increased
|
|
|
2014
|
Community Financial Services Group
Newport,
Vermont
|
$19.4M
|
+$522K
|
3
|
6.6%
|
Increased
|
|
|
2015
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$19.4M
|
+$524K
|
6
|
9.68%
|
Increased
|
|
|
2016
|
Corda Investment Management
Houston,
Texas
|
$19.4M
|
+$3.52M
|
3
|
2.42%
|
Increased
|
|
|
2017
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$19.3M
|
-$443K
|
5
|
4.65%
|
Reduced
|
|
|
2018
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$19.3M
|
-$81M
|
7
|
5.46%
|
Reduced
|
|
|
2019
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$19.3M
|
+$1.67M
|
8
|
14.21%
|
Increased
|
|
|
2020
|
Richard C. Young & Co
Newport,
Rhode Island
|
$19.3M
|
+$494K
|
2
|
3.74%
|
Increased
|
|
|
2021
|
Cadence Bank
Tupelo,
Mississippi
|
$19.3M
|
+$505K
|
4
|
4.86%
|
Increased
|
|
|
2022
|
Stokes Family Office
New Orleans,
Louisiana
|
$19.2M
|
+$1.37M
|
7
|
5.13%
|
Increased
|
|
|
2023
|
Sturgeon Ventures
London,
United Kingdom
|
$19.2M
|
+$1.25M
|
3
|
24.26%
|
Increased
|
|
|
2024
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$19.2M
|
+$2.69M
|
7
|
2.97%
|
Increased
|
|
|
2025
|
Chapman Investment Management
San Anselmo,
California
|
$19.2M
|
-$673K
|
3
|
20.55%
|
Reduced
|
|