|
2001
|
QCM Cayman
Houston,
Texas
|
$319K
|
+$2.96M
|
1
|
0.12%
|
Increased
|
|
|
2002
|
Thomaspartners
Boston,
Massachusetts
|
$319K
|
+$5.18K
|
1
|
0.01%
|
Increased
|
|
|
2003
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$317K
|
-$895
|
2
|
0.21%
|
Reduced
|
|
|
2004
|
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
$316K
|
-$2.69M
|
1
|
1.02%
|
Reduced
|
|
|
2005
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$313K
|
-$15.1K
|
1
|
0.15%
|
Reduced
|
|
|
2006
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$312K
|
-$5.29K
|
1
|
0%
|
Reduced
|
|
|
2007
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$307K
|
-$4.48K
|
1
|
0.06%
|
Reduced
|
|
|
2008
|
SOL Capital Management
Rockville,
Maryland
|
$307K
|
+$10.2K
|
1
|
0.11%
|
Increased
|
|
|
2009
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$306K
|
+$44.4K
|
3
|
0.23%
|
Increased
|
|
|
2010
|
Dearborn Partners
Chicago,
Illinois
|
$306K
|
-$1.43M
|
1
|
0.03%
|
Reduced
|
|
|
2011
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$306K
|
+$1.02K
|
1
|
0.43%
|
Increased
|
|
|
2012
|
Spirit of America Management Corp
Syosset,
New York
|
$306K
|
+$68.2K
|
1
|
0.06%
|
Increased
|
|
|
2013
|
|
$305K
|
-$109K
|
1
|
0.02%
|
Reduced
|
|
|
2014
|
Opus Capital Group
Cincinnati,
Ohio
|
$305K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2015
|
Lakeshore Capital
Birmingham,
Alabama
|
$304K
|
$0
|
1
|
0.52%
|
Maintained
|
|
|
2016
|
Keating Investment Counselors
Delray Beach,
Florida
|
$303K
|
-$4.45K
|
1
|
0.15%
|
Reduced
|
|
|
2017
|
Hancock Whitney
Gulfport,
Mississippi
|
$302K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2018
|
R.M. Davis Inc
Portland,
Maine
|
$299K
|
+$28.7K
|
1
|
0.02%
|
Increased
|
|
|
2019
|
Friedberg Investment Management
Houston,
Texas
|
$294K
|
-$4.31K
|
1
|
0.11%
|
Reduced
|
|
|
2020
|
Schulhoff & Co
Cincinnati,
Ohio
|
$292K
|
-$13.6K
|
1
|
0.19%
|
Reduced
|
|
|
2021
|
Murphy Capital Management
Bedminster,
New Jersey
|
$291K
|
-$786K
|
1
|
0.04%
|
Reduced
|
|
|
2022
|
D'Orazio & Associates
Falls Church,
Virginia
|
$290K
|
+$32.8K
|
6
|
0.19%
|
Increased
|
|
|
2023
|
Montag & Caldwell
Atlanta,
Georgia
|
$290K
|
+$308K
|
1
|
0%
|
New
|
|
|
2024
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$287K
|
+$60K
|
1
|
0.21%
|
Increased
|
|
|
2025
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$286K
|
-$520K
|
1
|
0.03%
|
Reduced
|
|