|
2001
|
Westover Capital Advisors
Wilmington,
Delaware
|
$47.1M
|
+$583K
|
6
|
10.47%
|
Increased
|
|
|
2002
|
McDonough Capital Management
Orlando,
Florida
|
$47.1M
|
+$778K
|
3
|
30.78%
|
Increased
|
|
|
2003
|
Aspiriant LLC
Los Angeles,
California
|
$47M
|
-$326K
|
7
|
1.63%
|
Reduced
|
|
|
2004
|
Grove Bank & Trust
Miami,
Florida
|
$47M
|
+$3M
|
15
|
6.29%
|
Increased
|
|
|
2005
|
McIlrath & Eck
Arlington,
Washington
|
$47M
|
+$10.1M
|
12
|
5.77%
|
Increased
|
|
|
2006
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$47M
|
+$1.11M
|
7
|
11.04%
|
Increased
|
|
|
2007
|
Goldstream Capital Management
Central,
Hong Kong
|
$47M
|
-$23.3M
|
4
|
20.84%
|
Reduced
|
|
|
2008
|
Wellington Shields & Co
New York
|
$46.8M
|
+$819K
|
8
|
14.65%
|
Increased
|
|
|
2009
|
Unio Capital
Princeton,
New Jersey
|
$46.8M
|
+$6.9M
|
3
|
17.95%
|
Increased
|
|
|
2010
|
Personal CFO Solutions
Chester,
New Jersey
|
$46.8M
|
+$275K
|
12
|
9.5%
|
Increased
|
|
|
2011
|
Clearstead Trust
Portland,
Maine
|
$46.8M
|
-$569K
|
15
|
10.41%
|
Reduced
|
|
|
2012
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$46.7M
|
+$6.19M
|
6
|
5.61%
|
Increased
|
|
|
2013
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$46.7M
|
-$23.8M
|
4
|
3.02%
|
Reduced
|
|
|
2014
|
Decatur Capital Management
Decatur,
Georgia
|
$46.7M
|
+$3.34M
|
4
|
24.19%
|
Increased
|
|
|
2015
|
Kestra Investment Management
Austin,
Texas
|
$46.6M
|
+$15.5M
|
15
|
1.46%
|
Increased
|
|
|
2016
|
Koshinski Asset Management
Decatur,
Illinois
|
$46.6M
|
+$831K
|
9
|
3.96%
|
Increased
|
|
|
2017
|
Napean Trading & Investment Company
Singapore
|
$46.6M
|
-$12.5M
|
6
|
13.6%
|
Reduced
|
|
|
2018
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$46.6M
|
$0
|
4
|
9.77%
|
Maintained
|
|
|
2019
|
SFE Investment Counsel
Los Angeles,
California
|
$46.6M
|
+$5.11M
|
5
|
9.3%
|
Increased
|
|
|
2020
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$46.5M
|
-$425K
|
3
|
3.05%
|
Reduced
|
|
|
2021
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$46.5M
|
+$1.01M
|
6
|
9.94%
|
Increased
|
|
|
2022
|
MONECO Advisors
Fairfield,
Connecticut
|
$46.5M
|
+$4.8M
|
7
|
4.82%
|
Increased
|
|
|
2023
|
America First Investment Advisors
Omaha,
Nebraska
|
$46.5M
|
-$776K
|
4
|
9.81%
|
Reduced
|
|
|
2024
|
Meridian Wealth Advisors
Austin,
Texas
|
$46.3M
|
+$1.08M
|
6
|
7.87%
|
Increased
|
|
|
2025
|
Marietta Wealth Management
Marietta,
Georgia
|
$46.3M
|
-$11.7M
|
5
|
6.79%
|
Reduced
|
|
