|
2001
|
Callan Capital
La Jolla,
California
|
$299K
|
-$469
|
1
|
0.07%
|
Reduced
|
|
|
2002
|
Plancorp LLC
Saint Louis,
Missouri
|
$297K
|
-$84.6K
|
1
|
0.31%
|
Reduced
|
|
|
2003
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$296K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2004
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$295K
|
+$4.25K
|
1
|
0.12%
|
Increased
|
|
|
2005
|
Gemmer Asset Management
Walnut Creek,
California
|
$294K
|
+$131K
|
9
|
0.2%
|
Increased
|
|
|
2006
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$294K
|
-$1.88M
|
4
|
0.06%
|
Reduced
|
|
|
2007
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$292K
|
+$75.2K
|
3
|
0.19%
|
Increased
|
|
|
2008
|
IberiaBank
Lafayette,
Louisiana
|
$291K
|
+$309K
|
1
|
0.16%
|
New
|
|
|
2009
|
Schulhoff & Co
Cincinnati,
Ohio
|
$291K
|
-$25K
|
1
|
0.18%
|
Reduced
|
|
|
2010
|
Keating Investment Counselors
Delray Beach,
Florida
|
$289K
|
-$4.44K
|
1
|
0.14%
|
Reduced
|
|
|
2011
|
American Money Management
Rancho Santa Fe,
California
|
$288K
|
-$327K
|
1
|
0.25%
|
Reduced
|
|
|
2012
|
Cerity Partners OCIO
New York
|
$288K
|
-$495K
|
1
|
0.03%
|
Reduced
|
|
|
2013
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$288K
|
+$274K
|
1
|
0.26%
|
New
|
|
|
2014
|
Verity Asset Management
Durham,
North Carolina
|
$282K
|
+$274K
|
1
|
0.27%
|
New
|
|
|
2015
|
Check Capital Management
Costa Mesa,
California
|
$281K
|
+$94.9K
|
1
|
0.02%
|
Increased
|
|
|
2016
|
Friedberg Investment Management
Houston,
Texas
|
$281K
|
+$68.7K
|
1
|
0.11%
|
Increased
|
|
|
2017
|
Cabot-Wellington
Boston,
Massachusetts
|
$277K
|
+$8.1K
|
1
|
0.1%
|
Increased
|
|
|
2018
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$274K
|
-$754K
|
5
|
0.09%
|
Reduced
|
|
|
2019
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$274K
|
+$292K
|
1
|
0.03%
|
New
|
|
|
2020
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$274K
|
-$17.1K
|
1
|
0.15%
|
Reduced
|
|
|
2021
|
Evanson Asset Management
Carmel,
California
|
$273K
|
-$216K
|
1
|
0.1%
|
Reduced
|
|
|
2022
|
New England Asset Management
Farmington,
Connecticut
|
$273K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2023
|
Lakeshore Capital
Birmingham,
Alabama
|
$272K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
2024
|
Mount Vernon Associates
Baltimore,
Maryland
|
$270K
|
+$14.7K
|
1
|
0.62%
|
Increased
|
|
|
2025
|
Cobblestone Capital Advisors
Rochester,
New York
|
$268K
|
-$13.2K
|
1
|
0.05%
|
Reduced
|
|