|
2001
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$36.4M
|
+$602K
|
7
|
7.4%
|
Increased
|
|
|
2002
|
Edgar Lomax Company
Kingstowne,
Virginia
|
$36.4M
|
-$609K
|
1
|
2.48%
|
Reduced
|
|
|
2003
|
Principal Street Partners
Memphis,
Tennessee
|
$36.4M
|
+$891K
|
6
|
7.21%
|
Increased
|
|
|
2004
|
Wellington Shields & Co
New York
|
$36.4M
|
+$1.68M
|
7
|
9.09%
|
Increased
|
|
|
2005
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$36.3M
|
-$13.6M
|
2
|
3.92%
|
Reduced
|
|
|
2006
|
Aquatic Capital Management
Chicago,
Illinois
|
$36.3M
|
+$28M
|
5
|
1.51%
|
Increased
|
|
|
2007
|
Simon Quick Advisors
Morristown,
New Jersey
|
$36.2M
|
+$3.25M
|
7
|
3.42%
|
Increased
|
|
|
2008
|
Journey Advisory Group
Covington,
Kentucky
|
$36.2M
|
+$526K
|
7
|
5.41%
|
Increased
|
|
|
2009
|
HCR Wealth Advisors
Los Angeles,
California
|
$36.2M
|
-$894K
|
6
|
7.93%
|
Reduced
|
|
|
2010
|
Hohimer Wealth Management
Seattle,
Washington
|
$36.2M
|
+$2.24M
|
7
|
10.33%
|
Increased
|
|
|
2011
|
Duncker Streett & Co
St. Louis,
Missouri
|
$36.1M
|
-$250K
|
7
|
8.41%
|
Reduced
|
|
|
2012
|
Knuff & Co
Foster City,
California
|
$36M
|
+$1.56M
|
6
|
14.36%
|
Increased
|
|
|
2013
|
GDS Wealth Management
Flower Mound,
Texas
|
$36M
|
+$2.22M
|
6
|
5.66%
|
Increased
|
|
|
2014
|
Clearline Capital
New York
|
$36M
|
+$3.58M
|
1
|
3.09%
|
Increased
|
|
|
2015
|
FORA Capital
Miami,
Florida
|
$35.9M
|
+$19.7M
|
4
|
3.15%
|
Increased
|
|
|
2016
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$35.8M
|
+$1.26M
|
5
|
7.71%
|
Increased
|
|
|
2017
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$35.8M
|
-$806K
|
7
|
11.83%
|
Reduced
|
|
|
2018
|
Crosslink Capital
Menlo Park,
California
|
$35.8M
|
-$10.1M
|
1
|
6.75%
|
Reduced
|
|
|
2019
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$35.7M
|
-$269K
|
11
|
2.48%
|
Reduced
|
|
|
2020
|
Albar Capital
London,
United Kingdom
|
$35.7M
|
-$22.5M
|
4
|
10.12%
|
Reduced
|
|
|
2021
|
Pursue Wealth Partners
Clayton,
California
|
$35.7M
|
-$2.7M
|
11
|
25.27%
|
Reduced
|
|
|
2022
|
Winton Group
London,
United Kingdom
|
$35.7M
|
-$4.47M
|
10
|
2.94%
|
Reduced
|
|
|
2023
|
Cooper Financial Group
Irvine,
California
|
$35.7M
|
+$1.2M
|
7
|
8.58%
|
Increased
|
|
|
2024
|
Certuity
North Palm Beach,
Florida
|
$35.7M
|
+$8.67M
|
7
|
4.2%
|
Increased
|
|
|
2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$35.6M
|
+$3.87M
|
6
|
7.59%
|
Increased
|
|
