|
2001
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.79M
|
-$81.8K
|
4
|
0.06%
|
Reduced
|
|
|
2002
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.78M
|
-$286K
|
2
|
0.22%
|
Reduced
|
|
|
2003
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$1.78M
|
-$368K
|
4
|
0.23%
|
Reduced
|
|
|
2004
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$1.77M
|
+$389K
|
2
|
0.64%
|
Increased
|
|
|
2005
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.77M
|
+$1.31M
|
2
|
0.02%
|
Increased
|
|
|
2006
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$1.77M
|
-$80.2K
|
2
|
0.71%
|
Reduced
|
|
|
2007
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.77M
|
+$10.2K
|
1
|
0.11%
|
Increased
|
|
|
2008
|
Delta Global Management
New York
|
$1.76M
|
-$277K
|
1
|
0.19%
|
Reduced
|
|
|
2009
|
Miller Global Investments
Dallas,
Texas
|
$1.76M
|
+$14.4K
|
4
|
1.46%
|
Increased
|
|
|
2010
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$1.76M
|
+$186K
|
1
|
0.79%
|
Increased
|
|
|
2011
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.76M
|
-$20.8K
|
3
|
0.78%
|
Reduced
|
|
|
2012
|
Guidance Capital
Lousville,
Kentucky
|
$1.75M
|
+$13.7K
|
2
|
0.38%
|
Increased
|
|
|
2013
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.75M
|
+$196K
|
2
|
0.6%
|
Increased
|
|
|
2014
|
HBW Advisory Services
Simi Valley,
California
|
$1.75M
|
-$142K
|
3
|
0.16%
|
Reduced
|
|
|
2015
|
Westover Capital Advisors
Wilmington,
Delaware
|
$1.75M
|
-$15.4K
|
4
|
0.29%
|
Reduced
|
|
|
2016
|
ION Fund Management
Herzliya,
|
$1.75M
|
+$371K
|
2
|
0.11%
|
Increased
|
|
|
2017
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.75M
|
-$72.8K
|
3
|
0.1%
|
Reduced
|
|
|
2018
|
Orca Wealth Management
New Port Richey,
Florida
|
$1.75M
|
+$12.4K
|
1
|
1.05%
|
Increased
|
|
|
2019
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$1.75M
|
-$3.33M
|
1
|
0.17%
|
Reduced
|
|
|
2020
|
Odyssean LLC
Darien,
Connecticut
|
$1.74M
|
+$1.97M
|
2
|
0.28%
|
New
|
|
|
2021
|
PCB Capital
East Brunswick,
New Jersey
|
$1.74M
|
+$15.1K
|
2
|
2.12%
|
Increased
|
|
|
2022
|
Chicago Capital
Chicago,
Illinois
|
$1.74M
|
+$18.2K
|
2
|
0.04%
|
Increased
|
|
|
2023
|
Weiss Asset Management
Boston,
Massachusetts
|
$1.74M
|
-$27.3M
|
1
|
0.02%
|
Reduced
|
|
|
2024
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.74M
|
-$266K
|
2
|
0.2%
|
Reduced
|
|
|
2025
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$1.73M
|
-$95.4K
|
1
|
0.15%
|
Reduced
|
|