|
2001
|
Itau USA Asset Management
New York
|
$2.53M
|
-$576K
|
5
|
0.65%
|
Reduced
|
|
|
2002
|
Vicus Capital
State College,
Pennsylvania
|
$2.52M
|
+$22.9K
|
1
|
1.1%
|
Increased
|
|
|
2003
|
Allston Trading
Chicago,
Illinois
|
$2.5M
|
+$2.51M
|
2
|
9.14%
|
New
|
|
|
2004
|
|
$2.5M
|
+$2.47M
|
1
|
1.79%
|
New
|
|
|
2005
|
Catalyst Capital Advisors
Huntington,
New York
|
$2.5M
|
-$209K
|
2
|
1.36%
|
Reduced
|
|
|
2006
|
|
$2.49M
|
+$1.35M
|
4
|
1.26%
|
Increased
|
|
|
2007
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$2.47M
|
-$1.47M
|
2
|
0.04%
|
Reduced
|
|
|
2008
|
Keeley Asset Management
Chicago,
Illinois
|
$2.4M
|
+$2.39M
|
2
|
0.04%
|
New
|
|
|
2009
|
Tudor Investment Corp
Stamford,
Connecticut
|
$2.4M
|
-$459K
|
5
|
0.1%
|
Reduced
|
|
|
2010
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$2.35M
|
+$111K
|
4
|
3.05%
|
Increased
|
|
|
2011
|
Spark Investment Management
New York
|
$2.34M
|
-$84.7K
|
3
|
0.54%
|
Reduced
|
|
|
2012
|
Outfitter Advisors
Mclean,
Virginia
|
$2.34M
|
+$128K
|
2
|
0.98%
|
Increased
|
|
|
2013
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$2.34M
|
-$565K
|
2
|
1.83%
|
Reduced
|
|
|
2014
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$2.32M
|
+$816K
|
5
|
1.36%
|
Increased
|
|
|
2015
|
Elkhorn Partners
Omaha,
Nebraska
|
$2.31M
|
-$385K
|
2
|
1.68%
|
Reduced
|
|
|
2016
|
Columbia Pacific Advisors
Seattle,
Washington
|
$2.3M
|
+$610K
|
2
|
2.51%
|
Increased
|
|
|
2017
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$2.28M
|
-$174K
|
2
|
1.04%
|
Reduced
|
|
|
2018
|
Tower Trust
Fort Wayne,
Indiana
|
$2.27M
|
-$38.5K
|
2
|
1.54%
|
Reduced
|
|
|
2019
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$2.27M
|
+$813K
|
3
|
3.11%
|
Increased
|
|
|
2020
|
BCWM LLC
Overland Park,
Kansas
|
$2.26M
|
+$22.3K
|
1
|
1.38%
|
Increased
|
|
|
2021
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$2.26M
|
-$18.4K
|
2
|
4.99%
|
Reduced
|
|
|
2022
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$2.25M
|
-$27.1K
|
2
|
2.28%
|
Reduced
|
|
|
2023
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$2.23M
|
-$34.8K
|
3
|
1.63%
|
Reduced
|
|
|
2024
|
Braver Wealth Management
Needham,
Massachusetts
|
$2.22M
|
+$533K
|
2
|
0.76%
|
Increased
|
|
|
2025
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.21M
|
+$25.6K
|
4
|
1.38%
|
Increased
|
|