|
2001
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$51.1M
|
+$144K
|
6
|
9.24%
|
Increased
|
|
|
2002
|
West Coast Financial
Santa Barbara,
California
|
$51.1M
|
+$32K
|
6
|
6.05%
|
Increased
|
|
|
2003
|
Personal CFO Solutions
Chester,
New Jersey
|
$51M
|
-$253K
|
9
|
7.84%
|
Reduced
|
|
|
2004
|
Segment Wealth Management
Houston,
Texas
|
$51M
|
+$463K
|
7
|
3.76%
|
Increased
|
|
|
2005
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$50.9M
|
+$5.92M
|
17
|
18.98%
|
Increased
|
|
|
2006
|
Premier Fund Managers
Guildford,
United Kingdom
|
$50.9M
|
-$3.62M
|
4
|
2.04%
|
Reduced
|
|
|
2007
|
Bison Wealth
Atlanta,
Georgia
|
$50.8M
|
$0
|
7
|
8.25%
|
Maintained
|
|
|
2008
|
Foundry Partners
Minneapolis,
Minnesota
|
$50.7M
|
+$13.3M
|
6
|
2.72%
|
Increased
|
|
|
2009
|
Valmark Advisers
Akron,
Ohio
|
$50.7M
|
+$1.97M
|
9
|
0.86%
|
Increased
|
|
|
2010
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$50.7M
|
-$3.53M
|
6
|
9.79%
|
Reduced
|
|
|
2011
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$50.7M
|
+$14.7M
|
11
|
14.81%
|
Increased
|
|
|
2012
|
Ascent Wealth Partners
New Hartford,
New York
|
$50.7M
|
+$3.15M
|
6
|
7.42%
|
Increased
|
|
|
2013
|
Wellington Shields & Co
New York
|
$50.6M
|
+$1.24M
|
7
|
16.47%
|
Increased
|
|
|
2014
|
Roberts Wealth Advisors
Palo Alto,
California
|
$50.6M
|
+$563K
|
7
|
17.26%
|
Increased
|
|
|
2015
|
Capital City Trust
Tallahassee,
Florida
|
$50.5M
|
-$160K
|
6
|
13.71%
|
Reduced
|
|
|
2016
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$50.2M
|
+$311K
|
6
|
15.17%
|
Increased
|
|
|
2017
|
First Trust Capital Management
Chicago,
Illinois
|
$50.2M
|
+$40.6M
|
2
|
4.58%
|
Increased
|
|
|
2018
|
Advisornet Financial
Minnetonka,
Minnesota
|
$50.2M
|
+$5.05M
|
23
|
4.56%
|
Increased
|
|
|
2019
|
Scott & Selber Inc
Houston,
Texas
|
$50.2M
|
+$707K
|
4
|
16%
|
Increased
|
|
|
2020
|
BFSG LLC
Irvine,
California
|
$50.1M
|
-$194K
|
9
|
6.35%
|
Reduced
|
|
|
2021
|
Georgetown University
Washington,
District of Columbia
|
$50.1M
|
+$33.4K
|
4
|
16.56%
|
Increased
|
|
|
2022
|
Coppell Advisory Solutions
Coppell,
Texas
|
$50M
|
+$46.6M
|
19
|
8.25%
|
New
|
|
|
2023
|
Jamison Private Wealth Management
Milton,
Georgia
|
$50M
|
-$705K
|
12
|
8.31%
|
Reduced
|
|
|
2024
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$50M
|
+$437K
|
6
|
11.12%
|
Increased
|
|
|
2025
|
IPG Investment Advisors
San Diego,
California
|
$49.9M
|
+$86.6K
|
7
|
10.91%
|
Increased
|
|
