|
2001
|
Avalon Global Asset Management
San Francisco,
California
|
$17M
|
-$925K
|
3
|
8.02%
|
Reduced
|
|
|
2002
|
Optimum Investment Advisors
Chicago,
Illinois
|
$17M
|
+$584K
|
11
|
5.5%
|
Increased
|
|
|
2003
|
Premier Fund Managers
Guildford,
United Kingdom
|
$17M
|
+$9.8M
|
3
|
7.76%
|
Increased
|
|
|
2004
|
Bandera Partners
New York
|
$17M
|
-$2.43M
|
2
|
10.06%
|
Reduced
|
|
|
2005
|
Sturgeon Ventures
London,
United Kingdom
|
$16.9M
|
+$10.8M
|
2
|
16.96%
|
Increased
|
|
|
2006
|
QV Investors
Calgary,
Alberta, Canada
|
$16.9M
|
-$1.14M
|
2
|
0.54%
|
Reduced
|
|
|
2007
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$16.8M
|
-$93.1K
|
1
|
8.19%
|
Reduced
|
|
|
2008
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16.8M
|
+$829K
|
6
|
1.09%
|
Increased
|
|
|
2009
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$16.8M
|
+$10.8M
|
5
|
9.02%
|
Increased
|
|
|
2010
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$16.8M
|
-$603K
|
5
|
13.63%
|
Reduced
|
|
|
2011
|
Camden National Bank
Camden,
Maine
|
$16.8M
|
-$854K
|
4
|
3.87%
|
Reduced
|
|
|
2012
|
UBS O'Connor
Chicago,
Illinois
|
$16.8M
|
-$38.9M
|
4
|
0.33%
|
Reduced
|
|
|
2013
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$16.8M
|
+$1.34M
|
4
|
7.56%
|
Increased
|
|
|
2014
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$16.8M
|
-$1.03M
|
10
|
8.59%
|
Reduced
|
|
|
2015
|
Cadence Bank
Tupelo,
Mississippi
|
$16.8M
|
+$1.39M
|
5
|
1.62%
|
Increased
|
|
|
2016
|
Whitebox Advisors
Minneapolis,
Minnesota
|
$16.8M
|
+$17.1M
|
1
|
0.59%
|
New
|
|
|
2017
|
Executive Wealth Management
Brighton,
Michigan
|
$16.7M
|
+$577K
|
12
|
2.37%
|
Increased
|
|
|
2018
|
New England Asset Management
Farmington,
Connecticut
|
$16.7M
|
-$377K
|
5
|
0.33%
|
Reduced
|
|
|
2019
|
Brightworth
Atlanta,
Georgia
|
$16.7M
|
-$4.9K
|
5
|
3.52%
|
Reduced
|
|
|
2020
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$16.6M
|
+$519K
|
7
|
9.62%
|
Increased
|
|
|
2021
|
South Street Advisors
New York
|
$16.6M
|
-$9.36K
|
4
|
4.94%
|
Reduced
|
|
|
2022
|
Hilltop Holdings
Dallas,
Texas
|
$16.6M
|
-$85.3K
|
7
|
3.51%
|
Reduced
|
|
|
2023
|
Montgomery Investment Management
Rockville,
Maryland
|
$16.6M
|
-$378K
|
4
|
7.25%
|
Reduced
|
|
|
2024
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$16.6M
|
+$486K
|
12
|
4.56%
|
Increased
|
|
|
2025
|
Precept Management
Dallas,
Texas
|
$16.6M
|
$0
|
2
|
5.19%
|
Maintained
|
|
