|
2001
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$621K
|
+$32.5K
|
2
|
0.25%
|
Increased
|
|
|
2002
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$620K
|
-$22.4K
|
1
|
0.05%
|
Reduced
|
|
|
2003
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$619K
|
+$91.4K
|
2
|
0.29%
|
Increased
|
|
|
2004
|
Little House Capital
Braintree,
Massachusetts
|
$618K
|
+$69K
|
1
|
0.14%
|
Increased
|
|
|
2005
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$614K
|
+$462K
|
1
|
0.12%
|
Increased
|
|
|
2006
|
ARWA LLC
Fort Worth,
Texas
|
$608K
|
+$260K
|
1
|
0.25%
|
Increased
|
|
|
2007
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$607K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2008
|
Advisory Alpha
Holland,
Michigan
|
$605K
|
+$303K
|
2
|
0.01%
|
Increased
|
|
|
2009
|
FLC Capital Advisors
Palm Desert,
California
|
$604K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2010
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$604K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2011
|
Sentry LLC
Memphis,
Tennessee
|
$603K
|
+$193K
|
2
|
0.17%
|
Increased
|
|
|
2012
|
Vertrix Wealth Management
Troy,
Michigan
|
$601K
|
+$61.3K
|
1
|
0.2%
|
Increased
|
|
|
2013
|
Inspire Advisors
Meridian,
Idaho
|
$599K
|
+$454K
|
2
|
0.04%
|
Increased
|
|
|
2014
|
Verity Asset Management
Durham,
North Carolina
|
$598K
|
+$669K
|
2
|
0.23%
|
New
|
|
|
2015
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$597K
|
-$502
|
1
|
0.08%
|
Reduced
|
|
|
2016
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$594K
|
-$10.7K
|
2
|
0.01%
|
Reduced
|
|
|
2017
|
Munich Reinsurance
Munich,
|
$594K
|
-$910K
|
1
|
0.01%
|
Reduced
|
|
|
2018
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$593K
|
+$18.7K
|
2
|
0.51%
|
Increased
|
|
|
2019
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$592K
|
+$61.9K
|
2
|
0.07%
|
Increased
|
|
|
2020
|
First Financial Corp
Terre Haute,
Indiana
|
$590K
|
+$6.5K
|
1
|
0.2%
|
Increased
|
|
|
2021
|
TFB Advisors
Overland Park,
Kansas
|
$588K
|
+$46.5K
|
1
|
0.26%
|
Increased
|
|
|
2022
|
Natural Investments
Windsor,
California
|
$588K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2023
|
1776 Wealth
Atlanta,
Georgia
|
$586K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2024
|
Smith, Moore & Co
Clayton,
Missouri
|
$585K
|
-$269K
|
2
|
0.04%
|
Reduced
|
|
|
2025
|
Carlson Financial
Canby,
Oregon
|
$584K
|
-$3.64K
|
2
|
0.3%
|
Reduced
|
|