|
2001
|
Sirios Capital Management
Boston,
Massachusetts
|
$30.3M
|
+$7.53M
|
2
|
5.47%
|
Increased
|
|
|
2002
|
West Coast Financial
Santa Barbara,
California
|
$30.3M
|
+$69K
|
4
|
5.37%
|
Increased
|
|
|
2003
|
Wellington Shields & Co
New York
|
$30.1M
|
-$5.81M
|
7
|
7.3%
|
Reduced
|
|
|
2004
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$30.1M
|
-$303K
|
7
|
21.47%
|
Reduced
|
|
|
2005
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$30M
|
+$160K
|
8
|
2.84%
|
Increased
|
|
|
2006
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$30M
|
+$32.6M
|
6
|
4.16%
|
New
|
|
|
2007
|
Bessemer Securities
New York
|
$30M
|
-$1.46M
|
3
|
10.47%
|
Reduced
|
|
|
2008
|
Highside Global Management
Dallas,
Texas
|
$29.9M
|
+$23.7M
|
2
|
17.26%
|
Increased
|
|
|
2009
|
Sturgeon Ventures
London,
United Kingdom
|
$29.9M
|
+$449K
|
4
|
20.07%
|
Increased
|
|
|
2010
|
Capital City Trust
Tallahassee,
Florida
|
$29.9M
|
+$574K
|
6
|
9.72%
|
Increased
|
|
|
2011
|
Sands Capital Ventures
Arlington,
Virginia
|
$29.8M
|
$0
|
1
|
8.2%
|
Maintained
|
|
|
2012
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$29.8M
|
+$2.17M
|
2
|
8.05%
|
Increased
|
|
|
2013
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$29.8M
|
+$8.64K
|
19
|
7.65%
|
Increased
|
|
|
2014
|
Teewinot Capital Advisers
New York
|
$29.7M
|
$0
|
3
|
14.33%
|
Maintained
|
|
|
2015
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$29.7M
|
+$866K
|
5
|
19.34%
|
Increased
|
|
|
2016
|
One Fin Capital Management
San Francisco,
California
|
$29.6M
|
+$23.8M
|
2
|
10.29%
|
Increased
|
|
|
2017
|
Oxler Private Wealth
Rye Brook,
New York
|
$29.6M
|
+$45.9K
|
7
|
14.25%
|
Increased
|
|
|
2018
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$29.6M
|
-$1.07M
|
14
|
17.39%
|
Reduced
|
|
|
2019
|
Chelsea Counsel Company
Los Angeles,
California
|
$29.5M
|
-$2.05M
|
5
|
15.18%
|
Reduced
|
|
|
2020
|
Jackson Hill Advisors
Houston,
Texas
|
$29.5M
|
-$6.88M
|
2
|
25.74%
|
Reduced
|
|
|
2021
|
Continuum Advisory
Eagle,
Idaho
|
$29.3M
|
-$769K
|
6
|
5.34%
|
Reduced
|
|
|
2022
|
Sigma Investment Counselors
Northville,
Michigan
|
$29.3M
|
+$4.25M
|
6
|
2.39%
|
Increased
|
|
|
2023
|
Iowa State Bank
Urbandale,
Iowa
|
$29.3M
|
+$612K
|
5
|
7.77%
|
Increased
|
|
|
2024
|
AXS Investments
Port Chester,
New York
|
$29.3M
|
-$5.27M
|
7
|
10.39%
|
Reduced
|
|
|
2025
|
Hodges Capital Management
Dallas,
Texas
|
$29.3M
|
+$1.71M
|
6
|
2.95%
|
Increased
|
|