|
2001
|
Marcus Capital
Northbrook,
Illinois
|
$1.47M
|
$0
|
1
|
1.62%
|
Maintained
|
|
|
2002
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.46M
|
-$261K
|
1
|
0.23%
|
Reduced
|
|
|
2003
|
|
$1.46M
|
-$199K
|
1
|
0.85%
|
Reduced
|
|
|
2004
|
|
$1.46M
|
+$148K
|
1
|
0.32%
|
Increased
|
|
|
2005
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$1.46M
|
+$557
|
1
|
1.53%
|
Increased
|
|
|
2006
|
St Louis Trust
Saint Louis,
Missouri
|
$1.45M
|
+$443K
|
1
|
0.79%
|
Increased
|
|
|
2007
|
MCF Advisors
Covington,
Kentucky
|
$1.44M
|
-$34.7K
|
1
|
0.38%
|
Reduced
|
|
|
2008
|
Exane Derivatives
Paris,
France
|
$1.44M
|
+$1.31M
|
1
|
0.19%
|
New
|
|
|
2009
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.43M
|
-$52.6K
|
1
|
1.3%
|
Reduced
|
|
|
2010
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.43M
|
+$197K
|
2
|
0.86%
|
Increased
|
|
|
2011
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.43M
|
-$125M
|
1
|
0.04%
|
Reduced
|
|
|
2012
|
Keystone Financial Planning
Cleveland,
Ohio
|
$1.42M
|
-$101K
|
1
|
1.01%
|
Reduced
|
|
|
2013
|
Tiedemann Trust
Wilmington,
Delaware
|
$1.42M
|
+$198K
|
1
|
0.22%
|
Increased
|
|
|
2014
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.41M
|
+$473K
|
1
|
0.06%
|
Increased
|
|
|
2015
|
Summit Capital Management
Seattle,
Washington
|
$1.4M
|
+$960K
|
1
|
0.64%
|
Increased
|
|
|
2016
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.4M
|
-$28.9K
|
1
|
1.76%
|
Reduced
|
|
|
2017
|
Colony Group
Boston,
Massachusetts
|
$1.39M
|
-$1.38M
|
1
|
0.16%
|
Reduced
|
|
|
2018
|
Elm Advisors
Burlingame,
California
|
$1.38M
|
+$36.4K
|
1
|
1.34%
|
Increased
|
|
|
2019
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$1.38M
|
+$33.5K
|
1
|
1.94%
|
Increased
|
|
|
2020
|
Trustco Bank (New York)
Albany,
New York
|
$1.37M
|
+$2.49K
|
1
|
1.42%
|
Increased
|
|
|
2021
|
IberiaBank
Lafayette,
Louisiana
|
$1.36M
|
-$341K
|
1
|
0.64%
|
Reduced
|
|
|
2022
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
$1.36M
|
+$1.25M
|
1
|
0.22%
|
New
|
|
|
2023
|
Bellevue Group
Kuesnacht,
Switzerland
|
$1.36M
|
+$1.34M
|
1
|
0.25%
|
New
|
|
|
2024
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.36M
|
+$151K
|
1
|
0.95%
|
Increased
|
|
|
2025
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$1.35M
|
-$114K
|
1
|
1.59%
|
Reduced
|
|