|
2001
|
Totem Point Management
New York
|
$5.48M
|
+$4.01M
|
2
|
3.35%
|
Increased
|
|
|
2002
|
Meridian Investment Counsel
Lafayette,
California
|
$5.48M
|
-$75.1K
|
2
|
1.18%
|
Reduced
|
|
|
2003
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$5.48M
|
-$393K
|
4
|
1.03%
|
Reduced
|
|
|
2004
|
RD Lewis Holdings
Maitland,
Florida
|
$5.47M
|
+$265K
|
3
|
4.04%
|
Increased
|
|
|
2005
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$5.46M
|
+$510K
|
6
|
0.44%
|
Increased
|
|
|
2006
|
M.E. Allison & Co
San Antonio,
Texas
|
$5.46M
|
-$599K
|
4
|
3.14%
|
Reduced
|
|
|
2007
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$5.46M
|
-$137K
|
3
|
0.58%
|
Reduced
|
|
|
2008
|
Advisor OS
Chicago,
Illinois
|
$5.45M
|
-$480K
|
5
|
0.36%
|
Reduced
|
|
|
2009
|
Little House Capital
Braintree,
Massachusetts
|
$5.44M
|
-$88.3K
|
3
|
1.22%
|
Reduced
|
|
|
2010
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$5.43M
|
+$4.72M
|
1
|
3.49%
|
New
|
|
|
2011
|
Stockman Wealth Management
Billings,
Montana
|
$5.43M
|
+$4.06M
|
4
|
0.56%
|
Increased
|
|
|
2012
|
Fractal Investments
Glastonbury,
Connecticut
|
$5.42M
|
$0
|
3
|
0.63%
|
Maintained
|
|
|
2013
|
Scholtz & Company
Stamford,
Connecticut
|
$5.42M
|
-$1.46M
|
1
|
2.71%
|
Reduced
|
|
|
2014
|
Harrington Investments
Napa,
California
|
$5.41M
|
-$547K
|
5
|
2.62%
|
Reduced
|
|
|
2015
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$5.4M
|
+$985K
|
3
|
1.76%
|
Increased
|
|
|
2016
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$5.39M
|
-$891K
|
2
|
2.46%
|
Reduced
|
|
|
2017
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$5.39M
|
+$30.4K
|
5
|
0.54%
|
Increased
|
|
|
2018
|
PDS Planning
Dublin,
Ohio
|
$5.39M
|
+$226K
|
8
|
0.31%
|
Increased
|
|
|
2019
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$5.39M
|
+$1.16M
|
6
|
2.86%
|
Increased
|
|
|
2020
|
Access Financial Services
Minneapolis,
Minnesota
|
$5.38M
|
-$137K
|
3
|
1.76%
|
Reduced
|
|
|
2021
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$5.38M
|
+$1.81M
|
5
|
0.52%
|
Increased
|
|
|
2022
|
Westpac Banking Corp
Sydney,
Australia
|
$5.37M
|
-$846K
|
6
|
0.33%
|
Reduced
|
|
|
2023
|
|
$5.37M
|
-$207K
|
2
|
0.25%
|
Reduced
|
|
|
2024
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$5.35M
|
-$66.9K
|
1
|
2.28%
|
Reduced
|
|
|
2025
|
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
|
$5.34M
|
$0
|
2
|
3.71%
|
Maintained
|
|