|
2001
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.99M
|
-$56.1K
|
1
|
0.4%
|
Reduced
|
|
|
2002
|
EdgeRock Capital
Denver,
Colorado
|
$1.99M
|
+$83.1K
|
1
|
0.45%
|
Increased
|
|
|
2003
|
Horizon Wealth Management
La Grange,
Illinois
|
$1.99M
|
+$4.38K
|
1
|
0.25%
|
Increased
|
|
|
2004
|
Argentarii
Cincinnati,
Ohio
|
$1.98M
|
+$32.6K
|
1
|
0.6%
|
Increased
|
|
|
2005
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$1.98M
|
-$82.3K
|
1
|
0.85%
|
Reduced
|
|
|
2006
|
|
$1.98M
|
+$296K
|
1
|
0.2%
|
Increased
|
|
|
2007
|
CV Advisors
Aventura,
Florida
|
$1.98M
|
$0
|
1
|
0.37%
|
Maintained
|
|
|
2008
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.98M
|
+$1.99K
|
4
|
0.45%
|
Increased
|
|
|
2009
|
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
|
$1.98M
|
+$1.2M
|
1
|
0.4%
|
Increased
|
|
|
2010
|
Crumly & Associates
Springfield,
Illinois
|
$1.98M
|
+$10.3K
|
1
|
0.38%
|
Increased
|
|
|
2011
|
Outbound Financial Inc
Boulder,
Colorado
|
$1.97M
|
$0
|
1
|
1.28%
|
Maintained
|
|
|
2012
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$1.97M
|
+$1.07M
|
2
|
0.76%
|
Increased
|
|
|
2013
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.97M
|
+$500K
|
2
|
0.76%
|
Increased
|
|
|
2014
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$1.97M
|
+$33.8K
|
1
|
0.7%
|
Increased
|
|
|
2015
|
Creekside Partners
Petaluma,
California
|
$1.97M
|
$0
|
1
|
0.71%
|
Maintained
|
|
|
2016
|
Fort Point Capital Partners
San Francisco,
California
|
$1.97M
|
+$124K
|
1
|
0.14%
|
Increased
|
|
|
2017
|
Bosman Wealth Management
Redlands,
California
|
$1.96M
|
+$84.7K
|
1
|
1.22%
|
Increased
|
|
|
2018
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.96M
|
-$130K
|
2
|
0.06%
|
Reduced
|
|
|
2019
|
McNaughton Wealth Management
San Diego,
California
|
$1.96M
|
+$213K
|
1
|
0.7%
|
Increased
|
|
|
2020
|
Ballast Advisors
Woodbury,
Minnesota
|
$1.96M
|
-$64K
|
1
|
0.47%
|
Reduced
|
|
|
2021
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1.96M
|
-$7.16K
|
2
|
0.41%
|
Reduced
|
|
|
2022
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.96M
|
+$45.3K
|
1
|
0.36%
|
Increased
|
|
|
2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$1.96M
|
+$793K
|
1
|
0.15%
|
Increased
|
|
|
2024
|
CoreCommodity Management
Stamford,
Connecticut
|
$1.95M
|
-$415K
|
3
|
0.39%
|
Reduced
|
|
|
2025
|
Clean Yield Group
Norwich,
Vermont
|
$1.95M
|
+$80.6K
|
2
|
0.48%
|
Increased
|
|