|
2001
|
Windward Capital Management
Los Angeles,
California
|
$302K
|
+$29.2K
|
1
|
0.08%
|
Increased
|
|
|
2002
|
Klingenstein Fields & Co
New York
|
$299K
|
-$200K
|
1
|
0.01%
|
Reduced
|
|
|
2003
|
SRB Corp
Boston,
Massachusetts
|
$299K
|
+$56.9K
|
2
|
0.04%
|
Increased
|
|
|
2004
|
Gratry & Company
Beachwood,
Ohio
|
$298K
|
+$306K
|
1
|
0.18%
|
New
|
|
|
2005
|
Balentine LLC
Atlanta,
Georgia
|
$297K
|
+$3.78K
|
4
|
0.05%
|
Increased
|
|
|
2006
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$297K
|
+$5.4K
|
1
|
0.27%
|
Increased
|
|
|
2007
|
Birinyi Associates
Westport,
Connecticut
|
$293K
|
+$301K
|
1
|
0.13%
|
New
|
|
|
2008
|
New York Life Trust
New York
|
$293K
|
+$35.5K
|
2
|
1.3%
|
Increased
|
|
|
2009
|
Nadler Financial Group
Deerfield,
Illinois
|
$292K
|
+$48.7K
|
1
|
0.15%
|
Increased
|
|
|
2010
|
American Investment Services
Great Barrington,
Massachusetts
|
$290K
|
-$889K
|
1
|
0.16%
|
Reduced
|
|
|
2011
|
Nichols Asset Management
Sudbury,
Massachusetts
|
$290K
|
-$8.98M
|
1
|
0.06%
|
Reduced
|
|
|
2012
|
Schneider Capital Management
Berwyn,
Pennsylvania
|
$290K
|
-$2.02M
|
1
|
0.06%
|
Reduced
|
|
|
2013
|
Becker Capital Management
Portland,
Oregon
|
$289K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2014
|
Smith, Moore & Co
Clayton,
Missouri
|
$289K
|
-$6.97K
|
1
|
0.16%
|
Reduced
|
|
|
2015
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$288K
|
-$102K
|
1
|
0.04%
|
Reduced
|
|
|
2016
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$288K
|
-$482K
|
9
|
0.29%
|
Reduced
|
|
|
2017
|
Round Table Services
Westfield,
New Jersey
|
$283K
|
+$291K
|
1
|
0.21%
|
New
|
|
|
2018
|
SignalPoint Asset Management
Springfield,
Missouri
|
$281K
|
+$37.8K
|
1
|
0.13%
|
Increased
|
|
|
2019
|
Weybosset Research & Management
Province,
Rhode Island
|
$278K
|
-$1.35K
|
1
|
0.21%
|
Reduced
|
|
|
2020
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$277K
|
+$16.2K
|
1
|
0.13%
|
Increased
|
|
|
2021
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$276K
|
+$59.4K
|
3
|
0.18%
|
Increased
|
|
|
2022
|
Point72 Hong Kong
Hong Kong
|
$275K
|
+$258K
|
2
|
0.41%
|
Increased
|
|
|
2023
|
Lau Associates
Greenville,
Delaware
|
$273K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
2024
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$272K
|
+$5.22K
|
1
|
0.12%
|
Increased
|
|
|
2025
|
Sculptor Capital
New York
|
$271K
|
-$10.3M
|
1
|
0%
|
Reduced
|
|