|
2001
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$5.95M
|
-$670K
|
6
|
2.67%
|
Reduced
|
|
|
2002
|
Legend Capital Advisors
New York
|
$5.95M
|
-$561K
|
1
|
3.24%
|
Reduced
|
|
|
2003
|
Darwins River Capital
New York
|
$5.94M
|
+$5.92M
|
1
|
3.26%
|
New
|
|
|
2004
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$5.92M
|
+$118K
|
3
|
1.22%
|
Increased
|
|
|
2005
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$5.92M
|
-$745K
|
1
|
0.67%
|
Reduced
|
|
|
2006
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$5.92M
|
-$3.12M
|
2
|
0.62%
|
Reduced
|
|
|
2007
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$5.91M
|
+$1.19K
|
5
|
0.47%
|
Increased
|
|
|
2008
|
Mill Capital Management
Concord,
North Carolina
|
$5.9M
|
-$19.8K
|
3
|
0.39%
|
Reduced
|
|
|
2009
|
Alteri Wealth
Westlake Village,
California
|
$5.9M
|
+$185K
|
7
|
1.63%
|
Increased
|
|
|
2010
|
BNP Paribas
Paris,
France
|
$5.9M
|
-$111K
|
6
|
0.16%
|
Reduced
|
|
|
2011
|
Meiji Yasuda America
New York
|
$5.9M
|
+$992K
|
1
|
0.99%
|
Increased
|
|
|
2012
|
Manske Wealth Management
Houston,
Texas
|
$5.89M
|
+$348K
|
7
|
1.46%
|
Increased
|
|
|
2013
|
Front Street Capital Management
Missoula,
Montana
|
$5.88M
|
-$326K
|
3
|
0.67%
|
Reduced
|
|
|
2014
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$5.88M
|
-$352K
|
4
|
1.02%
|
Reduced
|
|
|
2015
|
Prosperity Financial Group
San Ramon,
California
|
$5.88M
|
+$160K
|
3
|
1.82%
|
Increased
|
|
|
2016
|
Welch & Forbes
Boston,
Massachusetts
|
$5.88M
|
+$494K
|
4
|
0.07%
|
Increased
|
|
|
2017
|
Nikulski Financial
Bettendorf,
Iowa
|
$5.87M
|
+$922K
|
5
|
1.27%
|
Increased
|
|
|
2018
|
Brown Shipley & Co
London,
United Kingdom
|
$5.86M
|
-$103K
|
1
|
3.04%
|
Reduced
|
|
|
2019
|
LM Advisors
San Diego,
California
|
$5.86M
|
+$3.77M
|
3
|
0.68%
|
Increased
|
|
|
2020
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$5.84M
|
+$81.9K
|
4
|
0.59%
|
Increased
|
|
|
2021
|
Tempo Wealth
Independence,
Ohio
|
$5.84M
|
-$20.5K
|
2
|
0.86%
|
Reduced
|
|
|
2022
|
Pinion Investment Advisors
Wichita,
Kansas
|
$5.83M
|
+$167K
|
2
|
1.11%
|
Increased
|
|
|
2023
|
Artemis Wealth Advisors
New York
|
$5.83M
|
+$5.75M
|
3
|
0.7%
|
New
|
|
|
2024
|
Dupree Financial Group
Lexington,
Kentucky
|
$5.79M
|
-$6.22M
|
1
|
2.17%
|
Reduced
|
|
|
2025
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$5.78M
|
-$1.88M
|
1
|
3.72%
|
Reduced
|
|