|
2001
|
GSA Capital Partners
London,
United Kingdom
|
$1.15M
|
-$3.02M
|
1
|
0.06%
|
Reduced
|
|
|
2002
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.15M
|
+$14.9K
|
1
|
0.97%
|
Increased
|
|
|
2003
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1.15M
|
-$941K
|
1
|
0.76%
|
Reduced
|
|
|
2004
|
Ken Stern & Associates
San Diego,
California
|
$1.15M
|
+$103K
|
1
|
0.9%
|
Increased
|
|
|
2005
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.15M
|
-$7.95K
|
1
|
0.72%
|
Reduced
|
|
|
2006
|
Independence Advisors
Wayne,
Pennsylvania
|
$1.14M
|
+$1.19M
|
1
|
0.6%
|
New
|
|
|
2007
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$1.14M
|
-$922K
|
1
|
0.35%
|
Reduced
|
|
|
2008
|
IberiaBank
Lafayette,
Louisiana
|
$1.14M
|
-$64.6K
|
1
|
0.5%
|
Reduced
|
|
|
2009
|
Trustco Bank (New York)
Albany,
New York
|
$1.13M
|
-$76.5K
|
1
|
1.14%
|
Reduced
|
|
|
2010
|
Darwin Wealth Management
Tampa,
Florida
|
$1.13M
|
+$1.17M
|
1
|
0.96%
|
New
|
|
|
2011
|
Elkhorn Partners
Omaha,
Nebraska
|
$1.13M
|
$0
|
1
|
0.74%
|
Maintained
|
|
|
2012
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$1.12M
|
+$283K
|
1
|
0.91%
|
Increased
|
|
|
2013
|
Perritt Capital Management
Chicago,
Illinois
|
$1.11M
|
+$525K
|
2
|
0.29%
|
Increased
|
|
|
2014
|
Integrated Wealth Counsel
Carmel,
California
|
$1.1M
|
-$15.6K
|
1
|
2.53%
|
Reduced
|
|
|
2015
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.1M
|
+$471K
|
1
|
0.74%
|
Increased
|
|
|
2016
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$1.09M
|
-$704K
|
1
|
0.13%
|
Reduced
|
|
|
2017
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$1.09M
|
+$458K
|
1
|
1.02%
|
Increased
|
|
|
2018
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.09M
|
-$176K
|
2
|
0.64%
|
Reduced
|
|
|
2019
|
Day & Ennis
Macon,
Georgia
|
$1.08M
|
+$22.8K
|
1
|
1.18%
|
Increased
|
|
|
2020
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.08M
|
-$295K
|
1
|
0.86%
|
Reduced
|
|
|
2021
|
Mork Capital Management
Healdsburg,
California
|
$1.07M
|
$0
|
1
|
1.07%
|
Maintained
|
|
|
2022
|
P.R. Herzig & Co
Roslyn Heights,
New York
|
$1.07M
|
+$99.4K
|
1
|
2.26%
|
Increased
|
|
|
2023
|
Pure Financial Advisors
San Diego,
California
|
$1.07M
|
-$448K
|
1
|
0.37%
|
Reduced
|
|
|
2024
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.06M
|
+$187K
|
3
|
0.26%
|
Increased
|
|
|
2025
|
Wellington Shields & Co
New York
|
$1.06M
|
-$28.7K
|
1
|
0.66%
|
Reduced
|
|