|
2001
|
Greystone Investment Management
Cincinnati,
Ohio
|
$441K
|
-$20.5K
|
1
|
0.2%
|
Reduced
|
|
|
2002
|
Tirschwell & Loewy
New York
|
$441K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2003
|
Jensen Investment Management
Lake Oswego,
Oregon
|
$440K
|
+$8.7K
|
1
|
0.01%
|
Increased
|
|
|
2004
|
Dillon & Associates
Jackson,
Michigan
|
$439K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2005
|
Acadia Trust
Portland,
Maine
|
$438K
|
+$3.99K
|
1
|
0.13%
|
Increased
|
|
|
2006
|
SignalPoint Asset Management
Springfield,
Missouri
|
$437K
|
+$74K
|
1
|
0.18%
|
Increased
|
|
|
2007
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$436K
|
-$25.4K
|
2
|
0.8%
|
Reduced
|
|
|
2008
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$434K
|
+$533
|
3
|
0.23%
|
Increased
|
|
|
2009
|
WealthPLAN Partners
Omaha,
Nebraska
|
$432K
|
+$679K
|
6
|
0.06%
|
New
|
|
|
2010
|
RBF Capital
San Francisco,
California
|
$430K
|
-$140K
|
1
|
0.09%
|
Reduced
|
|
|
2011
|
J. Safra Asset Management
New York
|
$428K
|
-$1.91M
|
6
|
0.7%
|
Reduced
|
|
|
2012
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$427K
|
+$14.2K
|
1
|
0.4%
|
Increased
|
|
|
2013
|
Sunbelt Securities
Houston,
Texas
|
$427K
|
-$237K
|
1
|
0.56%
|
Reduced
|
|
|
2014
|
Main Street Research
Lakeville,
Connecticut
|
$426K
|
+$27.7K
|
1
|
0.09%
|
Increased
|
|
|
2015
|
M&R Capital Management
Summit,
New Jersey
|
$426K
|
+$117K
|
2
|
0.12%
|
Increased
|
|
|
2016
|
SSI Investment Management
Los Angeles,
California
|
$423K
|
+$8.93K
|
1
|
0.04%
|
Increased
|
|
|
2017
|
Global Endowment Management
Charlotte,
North Carolina
|
$421K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2018
|
East Coast Asset Management
Essex,
Massachusetts
|
$419K
|
+$51.8K
|
1
|
0.23%
|
Increased
|
|
|
2019
|
Univest Financial
Souderton,
Pennsylvania
|
$419K
|
+$33.3K
|
1
|
0.19%
|
Increased
|
|
|
2020
|
Capital Management Associates (New York)
New York
|
$418K
|
+$199K
|
2
|
0.71%
|
Increased
|
|
|
2021
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$416K
|
-$166K
|
6
|
0.42%
|
Reduced
|
|
|
2022
|
Probity Advisors
Dallas,
Texas
|
$413K
|
+$362K
|
1
|
0.19%
|
New
|
|
|
2023
|
St Louis Trust
Saint Louis,
Missouri
|
$410K
|
-$144K
|
1
|
0.22%
|
Reduced
|
|
|
2024
|
Balentine LLC
Atlanta,
Georgia
|
$404K
|
+$127K
|
4
|
0.08%
|
Increased
|
|
|
2025
|
Grandfield & Dodd
New York
|
$402K
|
$0
|
1
|
0.06%
|
Maintained
|
|