|
2001
|
Signature Financial Management
Norfolk,
Virginia
|
$221K
|
+$208K
|
1
|
0.17%
|
New
|
|
|
2002
|
Bank of Stockton
Stockton,
California
|
$219K
|
+$209K
|
1
|
0.13%
|
New
|
|
|
2003
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$219K
|
$0
|
5
|
0.12%
|
Maintained
|
|
|
2004
|
Provident Investment Management
Novi,
Michigan
|
$219K
|
+$210K
|
1
|
0.05%
|
New
|
|
|
2005
|
Plancorp LLC
Saint Louis,
Missouri
|
$218K
|
-$176K
|
1
|
0.2%
|
Reduced
|
|
|
2006
|
Salient Capital Advisors
Houston,
Texas
|
$215K
|
-$691K
|
1
|
0%
|
Reduced
|
|
|
2007
|
Penbrook Management
New York
|
$212K
|
+$200K
|
1
|
0.19%
|
New
|
|
|
2008
|
Jamison Eaton & Wood
Bedminster,
New Jersey
|
$211K
|
+$202K
|
1
|
0.06%
|
New
|
|
|
2009
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$210K
|
+$183K
|
1
|
0.06%
|
New
|
|
|
2010
|
DF Dent & Co
Baltimore,
Maryland
|
$210K
|
+$183K
|
1
|
0%
|
New
|
|
|
2011
|
IRON Financial
Northbrook,
Illinois
|
$210K
|
+$198K
|
1
|
0.19%
|
New
|
|
|
2012
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$210K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2013
|
First Western Capital Management
Los Angeles,
California
|
$208K
|
+$569
|
1
|
0.07%
|
Increased
|
|
|
2014
|
SNS Financial Group
Minneapolis,
Minnesota
|
$208K
|
+$200K
|
1
|
0.08%
|
New
|
|
|
2015
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$206K
|
+$199K
|
7
|
0.4%
|
New
|
|
|
2016
|
Windsor Capital Management
Phoenix,
Arizona
|
$205K
|
+$193K
|
1
|
0.11%
|
New
|
|
|
2017
|
Edgestream Partners
Princeton,
New Jersey
|
$204K
|
+$193K
|
1
|
0.13%
|
New
|
|
|
2018
|
TCTC Holdings
Dallas,
Texas
|
$203K
|
-$497K
|
1
|
0.01%
|
Reduced
|
|
|
2019
|
Shoker Investment Counsel
Oxford,
Ohio
|
$202K
|
+$195K
|
1
|
0.18%
|
New
|
|
|
2020
|
Hugh Johnson Advisors
Albany,
New York
|
$201K
|
+$192K
|
1
|
0.07%
|
New
|
|
|
2021
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$200K
|
-$26.6K
|
1
|
0.02%
|
Reduced
|
|
|
2022
|
Cowen Prime Advisors
New York
|
$199K
|
-$19K
|
3
|
0.08%
|
Reduced
|
|
|
2023
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$198K
|
+$77.1K
|
3
|
0.12%
|
Increased
|
|
|
2024
|
Strategic Investment Management
Arlington,
Virginia
|
$198K
|
+$193K
|
1
|
0.05%
|
New
|
|
|
2025
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$191K
|
-$88.1K
|
1
|
0.05%
|
Reduced
|
|