|
2001
|
Hilltop Holdings
Dallas,
Texas
|
$14.6M
|
+$2.62M
|
7
|
3.09%
|
Increased
|
|
|
2002
|
New England Asset Management
Farmington,
Connecticut
|
$14.6M
|
-$2.03M
|
5
|
0.26%
|
Reduced
|
|
|
2003
|
Arete Wealth Advisors
Chicago,
Illinois
|
$14.5M
|
+$6.96M
|
8
|
3.47%
|
Increased
|
|
|
2004
|
Rikoon Group
Santa Fe,
New Mexico
|
$14.5M
|
-$53K
|
7
|
5.54%
|
Reduced
|
|
|
2005
|
Augustine Asset Management
Jacksonville,
Florida
|
$14.5M
|
+$15.5K
|
3
|
8.45%
|
Increased
|
|
|
2006
|
Chicago Trust
Grayslake,
Illinois
|
$14.5M
|
-$519K
|
6
|
6.15%
|
Reduced
|
|
|
2007
|
Azzad Asset Management
Falls Church,
Virginia
|
$14.4M
|
+$188K
|
5
|
4.13%
|
Increased
|
|
|
2008
|
|
$14.4M
|
$0
|
1
|
3.68%
|
Maintained
|
|
|
2009
|
SimplyRich
Carlsbad,
California
|
$14.3M
|
-$240K
|
5
|
8.22%
|
Reduced
|
|
|
2010
|
Meridian Wealth Management
Lexington,
Kentucky
|
$14.3M
|
+$1.64M
|
6
|
6.74%
|
Increased
|
|
|
2011
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$14.3M
|
+$519K
|
7
|
4.93%
|
Increased
|
|
|
2012
|
Ionic Capital Management
New York
|
$14.3M
|
-$11.6M
|
2
|
0.85%
|
Reduced
|
|
|
2013
|
Wellington Shields & Co
New York
|
$14.2M
|
+$255K
|
6
|
7.38%
|
Increased
|
|
|
2014
|
Teza Capital Management
Chicago,
Illinois
|
$14.2M
|
+$4.69M
|
7
|
2.12%
|
Increased
|
|
|
2015
|
Court Place Advisors
Ellicott City,
Maryland
|
$14.2M
|
-$138K
|
5
|
5.88%
|
Reduced
|
|
|
2016
|
M Holdings Securities
Portland,
Oregon
|
$14.2M
|
+$2.51M
|
8
|
3.9%
|
Increased
|
|
|
2017
|
Handelsinvest Investeringsforvaltning
Herning,
Denmark
|
$14.2M
|
-$3.27M
|
3
|
3.12%
|
Reduced
|
|
|
2018
|
Venturi Wealth Management
Austin,
Texas
|
$14.2M
|
-$231K
|
7
|
2.64%
|
Reduced
|
|
|
2019
|
Pennant Capital Management
Summit,
New Jersey
|
$14.1M
|
+$13.4M
|
2
|
6.68%
|
New
|
|
|
2020
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$14.1M
|
-$30.7K
|
2
|
9.31%
|
Reduced
|
|
|
2021
|
|
$14.1M
|
+$3.64M
|
4
|
0.7%
|
Increased
|
|
|
2022
|
SCP Investment
Orinda,
California
|
$14M
|
+$2.68M
|
2
|
6.93%
|
Increased
|
|
|
2023
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$14M
|
+$387K
|
5
|
4.95%
|
Increased
|
|
|
2024
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$14M
|
+$195K
|
6
|
1.43%
|
Increased
|
|
|
2025
|
IndexIQ Advisors
New York
|
$14M
|
+$4.32M
|
3
|
0.43%
|
Increased
|
|