|
2001
|
Stewart Asset Management
New York
|
$26M
|
-$4.34M
|
5
|
20.07%
|
Reduced
|
|
|
2002
|
Clarkston Capital Partners
Rochester,
Michigan
|
$25.9M
|
-$9.32M
|
6
|
0.69%
|
Reduced
|
|
|
2003
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$25.9M
|
-$188K
|
7
|
8.66%
|
Reduced
|
|
|
2004
|
Brightworth
Atlanta,
Georgia
|
$25.8M
|
-$373K
|
5
|
2.87%
|
Reduced
|
|
|
2005
|
Solel Partners
Boston,
Massachusetts
|
$25.8M
|
$0
|
1
|
8.27%
|
Maintained
|
|
|
2006
|
McDonald Capital Investors
Orinda,
California
|
$25.8M
|
-$233K
|
1
|
2.3%
|
Reduced
|
|
|
2007
|
Alphadyne Asset Management
New York
|
$25.8M
|
+$25.7M
|
1
|
3.46%
|
New
|
|
|
2008
|
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$25.7M
|
+$7.01M
|
2
|
11.4%
|
Increased
|
|
|
2009
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$25.7M
|
-$967K
|
8
|
15.23%
|
Reduced
|
|
|
2010
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$25.7M
|
-$6.58M
|
9
|
10.38%
|
Reduced
|
|
|
2011
|
Ninety One
Cape Town,
South Africa
|
$25.7M
|
-$480K
|
4
|
13.01%
|
Reduced
|
|
|
2012
|
Soros Fund Management
New York
|
$25.7M
|
-$23.8M
|
1
|
0.63%
|
Reduced
|
|
|
2013
|
Corda Investment Management
Houston,
Texas
|
$25.7M
|
-$346K
|
3
|
2.79%
|
Reduced
|
|
|
2014
|
BFSG LLC
Irvine,
California
|
$25.6M
|
+$512K
|
5
|
4.78%
|
Increased
|
|
|
2015
|
Avantax Planning Partners
Dubuque,
Iowa
|
$25.6M
|
-$1.02M
|
7
|
1.35%
|
Reduced
|
|
|
2016
|
Tiger Pacific Capital
New York
|
$25.6M
|
+$22.9M
|
1
|
6.48%
|
New
|
|
|
2017
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$25.6M
|
-$291K
|
8
|
3.79%
|
Reduced
|
|
|
2018
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$25.5M
|
-$14.2M
|
5
|
16.84%
|
Reduced
|
|
|
2019
|
McRae Capital Management
Morristown,
New Jersey
|
$25.5M
|
-$1.02M
|
3
|
8.56%
|
Reduced
|
|
|
2020
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$25.5M
|
-$1.82M
|
1
|
3.88%
|
Reduced
|
|
|
2021
|
American Assets Investment Management
San Diego,
California
|
$25.4M
|
+$2.13M
|
3
|
5.24%
|
Increased
|
|
|
2022
|
Zuckerman Investment Group
Chicago,
Illinois
|
$25.4M
|
+$73.4K
|
4
|
5.63%
|
Increased
|
|
|
2023
|
F&V Capital Management
Boca Raton,
Florida
|
$25.3M
|
-$2.93M
|
4
|
12.29%
|
Reduced
|
|
|
2024
|
NTV Asset Management
Charleston,
West Virginia
|
$25.3M
|
+$970K
|
7
|
6%
|
Increased
|
|
|
2025
|
Avalon Global Asset Management
San Francisco,
California
|
$25.3M
|
+$1.89M
|
3
|
6.79%
|
Increased
|
|
