|
2001
|
Mirabaud & Cie
Geneva,
Switzerland
|
$52.6M
|
-$6.36M
|
6
|
21.1%
|
Reduced
|
|
|
2002
|
Unio Capital
Princeton,
New Jersey
|
$52.6M
|
-$1.35M
|
3
|
9.99%
|
Reduced
|
|
|
2003
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$52.5M
|
+$710K
|
6
|
7.65%
|
Increased
|
|
|
2004
|
MKP Capital Management
New York
|
$52.4M
|
-$151M
|
1
|
1.42%
|
Reduced
|
|
|
2005
|
Regatta Capital Group
El Segundo,
California
|
$52.4M
|
-$2.34M
|
5
|
7.04%
|
Reduced
|
|
|
2006
|
Moody National Bank Trust Division
Galveston,
Texas
|
$52.3M
|
+$728K
|
9
|
4.33%
|
Increased
|
|
|
2007
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$52.2M
|
+$34.8K
|
4
|
5.51%
|
Increased
|
|
|
2008
|
Warther Private Wealth
Akron,
Ohio
|
$52.1M
|
+$1.29M
|
4
|
11.42%
|
Increased
|
|
|
2009
|
Stokes Family Office
New Orleans,
Louisiana
|
$51.7M
|
-$10.8M
|
5
|
6.03%
|
Reduced
|
|
|
2010
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$51.6M
|
-$1.32M
|
5
|
0.86%
|
Reduced
|
|
|
2011
|
Symphony Financial
Houston,
Texas
|
$51.6M
|
+$2.92M
|
5
|
5.64%
|
Increased
|
|
|
2012
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$51.6M
|
-$270K
|
3
|
4.04%
|
Reduced
|
|
|
2013
|
Family Management
New York
|
$51.6M
|
+$348K
|
5
|
5.29%
|
Increased
|
|
|
2014
|
Courier Capital
Buffalo,
New York
|
$51.6M
|
-$2.57M
|
6
|
2.57%
|
Reduced
|
|
|
2015
|
Crosslink Capital
Menlo Park,
California
|
$51.6M
|
-$23.5M
|
1
|
3.81%
|
Reduced
|
|
|
2016
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$51.5M
|
-$4.51M
|
4
|
8.01%
|
Reduced
|
|
|
2017
|
Zhang Financial
Portage,
Michigan
|
$51.5M
|
+$3.13M
|
5
|
1.5%
|
Increased
|
|
|
2018
|
Koshinski Asset Management
Decatur,
Illinois
|
$51.5M
|
+$1.74M
|
6
|
2.74%
|
Increased
|
|
|
2019
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$51.5M
|
+$1.19M
|
40
|
3.51%
|
Increased
|
|
|
2020
|
|
$51.4M
|
+$7.03M
|
3
|
15.79%
|
Increased
|
|
|
2021
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$51.4M
|
-$256K
|
3
|
12.71%
|
Reduced
|
|
|
2022
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$51.4M
|
+$401K
|
9
|
7.72%
|
Increased
|
|
|
2023
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$51.4M
|
-$388K
|
4
|
9.25%
|
Reduced
|
|
|
2024
|
Palumbo Wealth Management
Great Neck,
New York
|
$51.2M
|
-$123K
|
5
|
10.73%
|
Reduced
|
|
|
2025
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$51.1M
|
+$174K
|
5
|
6.54%
|
Increased
|
|