|
2001
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.34M
|
+$24.2K
|
1
|
0.99%
|
Increased
|
|
|
2002
|
Syntal Capital Partners
Midland,
Texas
|
$1.34M
|
+$223K
|
1
|
1.32%
|
Increased
|
|
|
2003
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.32M
|
+$5.88K
|
1
|
0.54%
|
Increased
|
|
|
2004
|
Horan Capital Management
Hunt Valley,
Maryland
|
$1.31M
|
+$735K
|
1
|
0.37%
|
Increased
|
|
|
2005
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$1.3M
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2006
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$1.3M
|
+$16.4K
|
1
|
1.31%
|
Increased
|
|
|
2007
|
Neuberger Berman Canada
Toronto,
Ontario, Canada
|
$1.3M
|
+$402K
|
1
|
0.35%
|
Increased
|
|
|
2008
|
Pure Financial Advisors
San Diego,
California
|
$1.29M
|
+$40.3K
|
1
|
0.64%
|
Increased
|
|
|
2009
|
Osterweis Capital Management
San Francisco,
California
|
$1.29M
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2010
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.28M
|
+$12.8K
|
2
|
0.76%
|
Increased
|
|
|
2011
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.27M
|
-$169K
|
1
|
0.58%
|
Reduced
|
|
|
2012
|
Partner Investment Management
San Francisco,
California
|
$1.26M
|
+$433K
|
1
|
1.78%
|
Increased
|
|
|
2013
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$1.25M
|
+$144K
|
1
|
0.52%
|
Increased
|
|
|
2014
|
Park Circle Company
Baltimore,
Maryland
|
$1.25M
|
$0
|
1
|
0.75%
|
Maintained
|
|
|
2015
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$1.25M
|
-$108K
|
2
|
0.72%
|
Reduced
|
|
|
2016
|
Wellington Shields & Co
New York
|
$1.25M
|
+$70.1K
|
1
|
0.41%
|
Increased
|
|
|
2017
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$1.24M
|
$0
|
1
|
1.3%
|
Maintained
|
|
|
2018
|
Verity Asset Management
Durham,
North Carolina
|
$1.24M
|
+$129K
|
2
|
1.13%
|
Increased
|
|
|
2019
|
March Altus Capital Management
Greenwich,
Connecticut
|
$1.24M
|
-$58.2K
|
1
|
7.21%
|
Reduced
|
|
|
2020
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$1.24M
|
-$27.3K
|
1
|
0.96%
|
Reduced
|
|
|
2021
|
F&V Capital Management
Boca Raton,
Florida
|
$1.24M
|
-$254K
|
1
|
0.84%
|
Reduced
|
|
|
2022
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.22M
|
+$44.8K
|
1
|
0.97%
|
Increased
|
|
|
2023
|
New Amsterdam Partners
New York
|
$1.22M
|
-$3.83M
|
1
|
0.1%
|
Reduced
|
|
|
2024
|
Schonfeld Group Holdings
Jericho,
New York
|
$1.22M
|
-$384K
|
1
|
1.12%
|
Reduced
|
|
|
2025
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.21M
|
+$1.23M
|
1
|
0.24%
|
New
|
|