|
2001
|
|
$4.09M
|
+$143K
|
10
|
0.34%
|
Increased
|
|
|
2002
|
Arrow Financial
Glens Falls,
New York
|
$4.08M
|
-$4.62K
|
2
|
0.37%
|
Reduced
|
|
|
2003
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$4.08M
|
-$483K
|
5
|
1.64%
|
Reduced
|
|
|
2004
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$4.07M
|
-$120K
|
9
|
0.16%
|
Reduced
|
|
|
2005
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$4.07M
|
-$307K
|
5
|
0.03%
|
Reduced
|
|
|
2006
|
Wedbush Securities
Los Angeles,
California
|
$4.06M
|
-$334K
|
7
|
0.1%
|
Reduced
|
|
|
2007
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$4.06M
|
-$348K
|
4
|
0.15%
|
Reduced
|
|
|
2008
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$4.04M
|
+$95.6K
|
5
|
0.97%
|
Increased
|
|
|
2009
|
Old Port Advisors
Portland,
Maine
|
$4.04M
|
+$80.9K
|
2
|
0.8%
|
Increased
|
|
|
2010
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$4.03M
|
$0
|
1
|
2.29%
|
Maintained
|
|
|
2011
|
Private Trust Company
Cleveland,
Ohio
|
$4.03M
|
-$321K
|
15
|
0.32%
|
Reduced
|
|
|
2012
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
$4.02M
|
+$1.68M
|
3
|
1.88%
|
Increased
|
|
|
2013
|
KP Management
Edina,
Minnesota
|
$4.01M
|
-$960K
|
1
|
0.75%
|
Reduced
|
|
|
2014
|
FourWorld Capital Management
New York
|
$4.01M
|
+$2.28M
|
1
|
3.65%
|
New
|
|
|
2015
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4M
|
-$113K
|
4
|
0.21%
|
Reduced
|
|
|
2016
|
|
$4M
|
-$204K
|
7
|
0.56%
|
Reduced
|
|
|
2017
|
Revere Asset Management
Dallas,
Texas
|
$3.99M
|
+$2.9M
|
1
|
1.53%
|
New
|
|
|
2018
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$3.99M
|
-$1.25M
|
1
|
0.33%
|
Reduced
|
|
|
2019
|
Archon Capital Management
Seattle,
Washington
|
$3.99M
|
+$1.27M
|
1
|
1.62%
|
Increased
|
|
|
2020
|
|
$3.99M
|
-$288K
|
2
|
1.91%
|
Reduced
|
|
|
2021
|
TrueMark Investments
Chicago,
Illinois
|
$3.98M
|
+$957K
|
2
|
0.5%
|
Increased
|
|
|
2022
|
Patten & Patten
Chattanooga,
Tennessee
|
$3.97M
|
-$3.75K
|
2
|
0.21%
|
Reduced
|
|
|
2023
|
Medina Value Partners
Los Angeles,
California
|
$3.96M
|
+$390K
|
1
|
0.78%
|
Increased
|
|
|
2024
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$3.96M
|
-$104K
|
2
|
1.46%
|
Reduced
|
|
|
2025
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$3.95M
|
+$208K
|
5
|
0.21%
|
Increased
|
|