|
2001
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$64.9M
|
-$1.42M
|
2
|
7.1%
|
Reduced
|
|
|
2002
|
Personal CFO Solutions
Chester,
New Jersey
|
$64.9M
|
+$125K
|
14
|
11.39%
|
Increased
|
|
|
2003
|
Wellington Shields & Co
New York
|
$64.8M
|
+$133K
|
9
|
16.91%
|
Increased
|
|
|
2004
|
HWG Holdings
Houston,
Texas
|
$64.8M
|
+$6.43M
|
4
|
16.42%
|
Increased
|
|
|
2005
|
Two Seas Capital
Rye,
New York
|
$64.5M
|
+$31.9M
|
2
|
1.04%
|
Increased
|
|
|
2006
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$64.4M
|
+$1.4M
|
6
|
3.17%
|
Increased
|
|
|
2007
|
Y-Intercept (HK)
Hong Kong
|
$64.2M
|
+$8.05M
|
12
|
1.54%
|
Increased
|
|
|
2008
|
Stenger Family Office
Naperville,
Illinois
|
$64.1M
|
+$6.12M
|
5
|
13.14%
|
Increased
|
|
|
2009
|
NTV Asset Management
Charleston,
West Virginia
|
$64.1M
|
+$1.15M
|
10
|
6.99%
|
Increased
|
|
|
2010
|
|
$64M
|
+$1.01M
|
6
|
8.37%
|
Increased
|
|
|
2011
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$63.9M
|
-$856K
|
5
|
15.2%
|
Reduced
|
|
|
2012
|
FAS Wealth Partners
Leawood,
Kansas
|
$63.8M
|
+$766K
|
8
|
4.32%
|
Increased
|
|
|
2013
|
McDonough Capital Management
Orlando,
Florida
|
$63.8M
|
+$302K
|
4
|
32.08%
|
Increased
|
|
|
2014
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$63.8M
|
+$1.38M
|
8
|
4.96%
|
Increased
|
|
|
2015
|
Jessup Wealth Management
Dayton,
Ohio
|
$63.7M
|
-$3.24M
|
5
|
23.72%
|
Reduced
|
|
|
2016
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$63.6M
|
+$312K
|
7
|
6.25%
|
Increased
|
|
|
2017
|
EFG Asset Management (Americas)
Miami,
Florida
|
$63.5M
|
-$3.64M
|
5
|
10.96%
|
Reduced
|
|
|
2018
|
Shellback Capital
Boston,
Massachusetts
|
$63.4M
|
+$14M
|
3
|
4.02%
|
Increased
|
|
|
2019
|
Capital City Trust
Tallahassee,
Florida
|
$63.4M
|
-$1.25M
|
6
|
15.5%
|
Reduced
|
|
|
2020
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$63.3M
|
-$259K
|
11
|
7.66%
|
Reduced
|
|
|
2021
|
Maytus Capital Management
New York
|
$63.3M
|
-$22.6M
|
9
|
13.58%
|
Reduced
|
|
|
2022
|
Saudi Central Bank
Riyadh,
Saudi Arabia
|
$63.3M
|
+$6.93K
|
5
|
2.4%
|
Increased
|
|
|
2023
|
Mengis Capital Management
Portland,
Oregon
|
$63.2M
|
-$413K
|
6
|
12.42%
|
Reduced
|
|
|
2024
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$63.1M
|
+$41.2M
|
9
|
0.84%
|
Increased
|
|
|
2025
|
Adapt Investment Managers
Geneva,
Switzerland
|
$63.1M
|
-$17.3M
|
3
|
0.59%
|
Reduced
|
|