|
2001
|
Southport Management
Wilson,
Wyoming
|
$518K
|
+$444K
|
1
|
1.01%
|
New
|
|
|
2002
|
M&R Capital Management
Summit,
New Jersey
|
$516K
|
+$43.6K
|
4
|
0.15%
|
Increased
|
|
|
2003
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$513K
|
-$25.7K
|
1
|
0.28%
|
Reduced
|
|
|
2004
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$512K
|
+$6.24K
|
1
|
0.15%
|
Increased
|
|
|
2005
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$511K
|
-$359K
|
3
|
0.08%
|
Reduced
|
|
|
2006
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$507K
|
-$4.74M
|
1
|
0.02%
|
Reduced
|
|
|
2007
|
Personal Capital Advisors
Redwood City,
California
|
$507K
|
+$16.4K
|
1
|
0.02%
|
Increased
|
|
|
2008
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$506K
|
+$4.52K
|
1
|
0.11%
|
Increased
|
|
|
2009
|
Cahill Financial Advisors
Edina,
Minnesota
|
$503K
|
+$167K
|
1
|
0.33%
|
Increased
|
|
|
2010
|
Seven Bridges Advisors
New York
|
$501K
|
-$92.3K
|
2
|
0.45%
|
Reduced
|
|
|
2011
|
|
$500K
|
+$73.8K
|
1
|
1.28%
|
Increased
|
|
|
2012
|
American Asset Management
Boca Raton,
Florida
|
$499K
|
+$484K
|
1
|
0.28%
|
New
|
|
|
2013
|
Poplar Forest Capital
Pasadena,
California
|
$498K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2014
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$498K
|
-$5.44K
|
1
|
0.2%
|
Reduced
|
|
|
2015
|
Smith, Moore & Co
Clayton,
Missouri
|
$497K
|
-$70.3K
|
1
|
0.2%
|
Reduced
|
|
|
2016
|
Sunbelt Securities
Houston,
Texas
|
$491K
|
+$18.3K
|
1
|
0.59%
|
Increased
|
|
|
2017
|
Cortland Associates
St Louis,
Missouri
|
$490K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2018
|
Maj Invest Holding A/S
Copenhagen K,
Denmark
|
$490K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2019
|
Taylor Asset Management
Toronto,
Ontario, Canada
|
$486K
|
+$471K
|
1
|
0.14%
|
New
|
|
|
2020
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$483K
|
+$414K
|
1
|
0.14%
|
New
|
|
|
2021
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$482K
|
-$19.6K
|
2
|
0.77%
|
Reduced
|
|
|
2022
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$482K
|
+$245K
|
1
|
0.32%
|
Increased
|
|
|
2023
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$480K
|
-$153K
|
1
|
0.26%
|
Reduced
|
|
|
2024
|
Univest Financial
Souderton,
Pennsylvania
|
$479K
|
+$15.8K
|
1
|
0.22%
|
Increased
|
|
|
2025
|
Probity Advisors
Dallas,
Texas
|
$477K
|
-$26K
|
1
|
0.21%
|
Reduced
|
|