|
2001
|
Rikoon Group
Santa Fe,
New Mexico
|
$13.4M
|
+$940K
|
7
|
5.43%
|
Increased
|
|
|
2002
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$13.4M
|
-$4.21M
|
7
|
1.9%
|
Reduced
|
|
|
2003
|
Caldera Capital
Dallas,
Texas
|
$13.3M
|
-$916K
|
1
|
11.91%
|
Reduced
|
|
|
2004
|
Bray Capital Advisors
Naples,
Florida
|
$13.3M
|
+$203K
|
8
|
6.2%
|
Increased
|
|
|
2005
|
IFG Advisory
Atlanta,
Georgia
|
$13.3M
|
+$853K
|
7
|
2.95%
|
Increased
|
|
|
2006
|
Red Cedar Management
Park City,
Utah
|
$13.3M
|
+$6.11M
|
2
|
11.23%
|
Increased
|
|
|
2007
|
Greenline Partners
New York
|
$13.2M
|
-$546K
|
3
|
4.37%
|
Reduced
|
|
|
2008
|
6 Meridian
Wichita,
Kansas
|
$13.1M
|
-$11.2M
|
2
|
1.47%
|
Reduced
|
|
|
2009
|
Gradient Investments
Arden Hills,
Minnesota
|
$13.1M
|
+$1.85M
|
11
|
0.71%
|
Increased
|
|
|
2010
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$13.1M
|
-$6.65M
|
2
|
8.52%
|
Reduced
|
|
|
2011
|
King Wealth Management Group
Naples,
Florida
|
$13M
|
+$201K
|
6
|
4.62%
|
Increased
|
|
|
2012
|
Rex Capital Advisors
Providence,
Rhode Island
|
$13M
|
$0
|
1
|
11.19%
|
Maintained
|
|
|
2013
|
LaSalle Street Capital Management
Chicago,
Illinois
|
$13M
|
-$2.44M
|
6
|
10.27%
|
Reduced
|
|
|
2014
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$13M
|
+$256K
|
6
|
8.5%
|
Increased
|
|
|
2015
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$13M
|
+$86.2K
|
6
|
2.53%
|
Increased
|
|
|
2016
|
Cider Mill Investments
Greenwich,
Connecticut
|
$12.9M
|
+$7.02M
|
2
|
6.15%
|
Increased
|
|
|
2017
|
Clearstead Trust
Portland,
Maine
|
$12.9M
|
-$318K
|
5
|
11.09%
|
Reduced
|
|
|
2018
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$12.9M
|
+$441K
|
6
|
5.94%
|
Increased
|
|
|
2019
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$12.9M
|
+$429K
|
6
|
4.4%
|
Increased
|
|
|
2020
|
Independent Investors Inc
Nesconset,
New York
|
$12.9M
|
-$33.4K
|
5
|
5.15%
|
Reduced
|
|
|
2021
|
Azzad Asset Management
Falls Church,
Virginia
|
$12.9M
|
+$224K
|
5
|
3.91%
|
Increased
|
|
|
2022
|
Edgestream Partners
Princeton,
New Jersey
|
$12.8M
|
+$11.8M
|
4
|
2.52%
|
Increased
|
|
|
2023
|
Brasada Capital Management
Houston,
Texas
|
$12.8M
|
+$1.13M
|
4
|
3.97%
|
Increased
|
|
|
2024
|
Beddow Capital Management
Jackson,
Wyoming
|
$12.7M
|
+$1.09M
|
2
|
5.13%
|
Increased
|
|
|
2025
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$12.7M
|
-$551K
|
5
|
10.18%
|
Reduced
|
|