|
2001
|
Avidian Wealth Enterprises
Houston,
Texas
|
$24.3M
|
-$143K
|
6
|
3.28%
|
Reduced
|
|
|
2002
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$24.3M
|
-$3.12M
|
5
|
4.69%
|
Reduced
|
|
|
2003
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$24.2M
|
+$5.19M
|
7
|
6.97%
|
Increased
|
|
|
2004
|
Ninety One
Cape Town,
South Africa
|
$24.1M
|
-$17.6M
|
5
|
11.55%
|
Reduced
|
|
|
2005
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$24.1M
|
+$991K
|
6
|
16.63%
|
Increased
|
|
|
2006
|
Cozad Asset Management
Champaign,
Illinois
|
$24.1M
|
-$768K
|
7
|
4.9%
|
Reduced
|
|
|
2007
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$24.1M
|
+$1.17M
|
7
|
2.28%
|
Increased
|
|
|
2008
|
Nepsis Inc
Minneapolis,
Minnesota
|
$24M
|
+$4.99M
|
4
|
11.62%
|
Increased
|
|
|
2009
|
Brightworth
Atlanta,
Georgia
|
$24M
|
+$85K
|
5
|
3.33%
|
Increased
|
|
|
2010
|
Hoertkorn Richard Charles
|
$24M
|
-$687K
|
8
|
16.34%
|
Reduced
|
|
|
2011
|
Zuckerman Investment Group
Chicago,
Illinois
|
$24M
|
+$581K
|
4
|
5.67%
|
Increased
|
|
|
2012
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$23.9M
|
-$610K
|
4
|
2.64%
|
Reduced
|
|
|
2013
|
Archford Capital Strategies
Swansea,
Illinois
|
$23.9M
|
+$602K
|
7
|
7.11%
|
Increased
|
|
|
2014
|
Cadence Bank
Tupelo,
Mississippi
|
$23.9M
|
-$80.4K
|
5
|
4.93%
|
Reduced
|
|
|
2015
|
Odey Asset Management Group
London,
United Kingdom
|
$23.8M
|
-$1.43M
|
6
|
4.09%
|
Reduced
|
|
|
2016
|
Global Financial Private Capital
Sarasota,
Florida
|
$23.7M
|
+$2.28M
|
7
|
1.49%
|
Increased
|
|
|
2017
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$23.7M
|
+$2.39M
|
4
|
14.31%
|
Increased
|
|
|
2018
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$23.7M
|
+$398K
|
7
|
3.83%
|
Increased
|
|
|
2019
|
Sirios Capital Management
Boston,
Massachusetts
|
$23.7M
|
-$11.4M
|
1
|
1.93%
|
Reduced
|
|
|
2020
|
|
$23.7M
|
-$143K
|
7
|
9.55%
|
Reduced
|
|
|
2021
|
Willis Investment Counsel
Gainesville,
Georgia
|
$23.7M
|
-$23.9M
|
2
|
1.84%
|
Reduced
|
|
|
2022
|
Knuff & Co
Foster City,
California
|
$23.7M
|
+$3.86M
|
8
|
12.96%
|
Increased
|
|
|
2023
|
Venturi Wealth Management
Austin,
Texas
|
$23.6M
|
-$148K
|
7
|
3.17%
|
Reduced
|
|
|
2024
|
Connable Office Inc
Kalamazoo,
Michigan
|
$23.6M
|
-$4.76M
|
5
|
4.65%
|
Reduced
|
|
|
2025
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$23.6M
|
-$101K
|
8
|
4.71%
|
Reduced
|
|
