|
2001
|
Addison Capital
Conshohocken,
Pennsylvania
|
$4.78M
|
-$467K
|
2
|
4.35%
|
Reduced
|
|
|
2002
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4.77M
|
+$411K
|
7
|
2.09%
|
Increased
|
|
|
2003
|
Hamel Associates
Chatham,
New Jersey
|
$4.75M
|
-$82.4K
|
2
|
3.13%
|
Reduced
|
|
|
2004
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$4.74M
|
-$1.5M
|
8
|
0.92%
|
Reduced
|
|
|
2005
|
TAMRO Capital Partners
Alexandria,
Virginia
|
$4.74M
|
-$2.07M
|
2
|
0.4%
|
Reduced
|
|
|
2006
|
WBH Advisory
Baltimore,
Maryland
|
$4.74M
|
-$181K
|
5
|
1.86%
|
Reduced
|
|
|
2007
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$4.74M
|
+$112K
|
3
|
4.55%
|
Increased
|
|
|
2008
|
|
$4.72M
|
+$1.71M
|
3
|
0.65%
|
Increased
|
|
|
2009
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$4.72M
|
-$113K
|
6
|
1.15%
|
Reduced
|
|
|
2010
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$4.71M
|
-$6.38M
|
5
|
1.5%
|
Reduced
|
|
|
2011
|
Wexford Capital
West Palm Beach,
Florida
|
$4.7M
|
+$3.87M
|
1
|
1.25%
|
Increased
|
|
|
2012
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$4.69M
|
-$45.6K
|
3
|
2.2%
|
Reduced
|
|
|
2013
|
American National Bank & Trust
Wichita Falls,
Texas
|
$4.68M
|
-$6.7M
|
4
|
1.87%
|
Reduced
|
|
|
2014
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$4.67M
|
+$71K
|
2
|
4.75%
|
Increased
|
|
|
2015
|
Consolidated Investment Group
Englewood,
Colorado
|
$4.66M
|
-$7.53K
|
1
|
2.2%
|
Reduced
|
|
|
2016
|
Homrich & Berg
Atlanta,
Georgia
|
$4.66M
|
+$390K
|
4
|
0.46%
|
Increased
|
|
|
2017
|
Dreman Value Management
West Palm Beach,
Florida
|
$4.65M
|
+$82K
|
4
|
0.38%
|
Increased
|
|
|
2018
|
Lincoln Capital
Lincoln,
Nebraska
|
$4.65M
|
-$260K
|
2
|
3.92%
|
Reduced
|
|
|
2019
|
Breithorn Capital Management
New York
|
$4.65M
|
+$817K
|
1
|
2.96%
|
Increased
|
|
|
2020
|
Stockman Wealth Management
Billings,
Montana
|
$4.64M
|
-$919
|
2
|
3.95%
|
Reduced
|
|
|
2021
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$4.64M
|
-$213K
|
5
|
3.08%
|
Reduced
|
|
|
2022
|
DG Capital Management (Massachusetts)
Boston,
Massachusetts
|
$4.64M
|
-$1.04M
|
2
|
2.79%
|
Reduced
|
|
|
2023
|
Reilly Herbert Faulkner III
|
$4.62M
|
+$103K
|
2
|
3.93%
|
Increased
|
|
|
2024
|
Acropolis Investment Management
St. Louis,
Missouri
|
$4.61M
|
-$4.7K
|
4
|
0.9%
|
Reduced
|
|
|
2025
|
AMI Investment Management
Kendallville,
Indiana
|
$4.61M
|
-$9.9K
|
2
|
3.81%
|
Reduced
|
|