|
2001
|
Lupo Securities
Chicago,
Illinois
|
$115K
|
-$465K
|
4
|
0.46%
|
Reduced
|
|
|
2002
|
City Holding Co
Charleston,
West Virginia
|
$114K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
2003
|
QCI Asset Management
Pittsford,
New York
|
$110K
|
+$4.69K
|
3
|
0.02%
|
Increased
|
|
|
2004
|
Davidson Investment Advisors
Great Falls,
Montana
|
$103K
|
+$98.8K
|
1
|
0.02%
|
Increased
|
|
|
2005
|
Impax Asset Management (AIFM)
London,
United Kingdom
|
$94.7K
|
+$95.5K
|
3
|
0.03%
|
New
|
|
|
2006
|
Balentine LLC
Atlanta,
Georgia
|
$94K
|
+$44K
|
4
|
0.02%
|
Increased
|
|
|
2007
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$94K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2008
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$89K
|
-$563K
|
1
|
0.03%
|
Reduced
|
|
|
2009
|
Estabrook Capital Management
New York
|
$88.4K
|
-$17.5K
|
2
|
0.01%
|
Reduced
|
|
|
2010
|
Palo Capital
Newport Beach,
California
|
$86K
|
-$575K
|
1
|
0.07%
|
Reduced
|
|
|
2011
|
Albion Financial Group
Salt Lake City,
Utah
|
$84K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2012
|
Winch Advisory Services
Appleton,
Wisconsin
|
$83K
|
+$80.5K
|
2
|
0.05%
|
New
|
|
|
2013
|
Bruderman Asset Management
Locust Valley,
New York
|
$82K
|
-$14.4K
|
2
|
0.03%
|
Reduced
|
|
|
2014
|
River Global Investors
London,
United Kingdom
|
$82K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2015
|
Lenox Wealth Advisors
New York
|
$78K
|
-$21.8K
|
3
|
0.03%
|
Reduced
|
|
|
2016
|
North Star Investment Management
Chicago,
Illinois
|
$69K
|
$0
|
5
|
0.01%
|
Maintained
|
|
|
2017
|
American National Bank & Trust
Wichita Falls,
Texas
|
$67K
|
-$205K
|
5
|
0.03%
|
Reduced
|
|
|
2018
|
Waverly Advisors
Birmingham,
Alabama
|
$66K
|
+$8.53K
|
1
|
0.04%
|
Increased
|
|
|
2019
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$65K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2020
|
Catamount Wealth Management
Westport,
Connecticut
|
$65K
|
-$2.98M
|
1
|
0.05%
|
Reduced
|
|
|
2021
|
Horrell Capital Management
Little Rock,
Arkansas
|
$65K
|
-$88K
|
1
|
0.04%
|
Reduced
|
|
|
2022
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$65K
|
-$6.56K
|
5
|
0.04%
|
Reduced
|
|
|
2023
|
WealthPLAN Partners
Omaha,
Nebraska
|
$64K
|
+$38.4K
|
4
|
0.03%
|
Increased
|
|
|
2024
|
South Georgia Capital
Naperville,
Illinois
|
$63K
|
+$59.6K
|
2
|
0.13%
|
New
|
|
|
2025
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$63K
|
$0
|
1
|
0.01%
|
Maintained
|
|