|
2001
|
SSI Investment Management
Los Angeles,
California
|
$344K
|
-$2.17K
|
1
|
0.03%
|
Reduced
|
|
|
2002
|
Sather Financial Group
Victoria,
Texas
|
$343K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2003
|
United Fire Group
Cedar Rapids,
Iowa
|
$343K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2004
|
Wealth Architects
Mountain View,
California
|
$342K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2005
|
Gemmer Asset Management
Walnut Creek,
California
|
$337K
|
-$7.14K
|
9
|
0.13%
|
Reduced
|
|
|
2006
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$334K
|
+$45K
|
14
|
0.11%
|
Increased
|
|
|
2007
|
Capital Investment Advisors
Atlanta,
Georgia
|
$334K
|
-$18.3K
|
1
|
0.02%
|
Reduced
|
|
|
2008
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$334K
|
-$318K
|
1
|
0.14%
|
Reduced
|
|
|
2009
|
Schnieders Capital Management
Pasadena,
California
|
$333K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2010
|
Ironwood Investment Management
Boston,
Massachusetts
|
$332K
|
+$12.1K
|
1
|
0.23%
|
Increased
|
|
|
2011
|
ETF Managers Group
Summit,
New Jersey
|
$329K
|
-$103K
|
4
|
0.03%
|
Reduced
|
|
|
2012
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$328K
|
+$5.89K
|
1
|
0.12%
|
Increased
|
|
|
2013
|
Bellecapital
Zurich,
Switzerland
|
$325K
|
$0
|
1
|
0.38%
|
Maintained
|
|
|
2014
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$324K
|
-$150K
|
9
|
0.12%
|
Reduced
|
|
|
2015
|
Partnervest Advisory Services
Santa Barbara,
California
|
$324K
|
-$5.43K
|
1
|
0.16%
|
Reduced
|
|
|
2016
|
RBF Capital
San Francisco,
California
|
$321K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2017
|
Markel Group
Glen Allen,
Virginia
|
$318K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2018
|
Strid Group
Newtown Square,
Pennsylvania
|
$318K
|
+$16K
|
1
|
0.13%
|
Increased
|
|
|
2019
|
Central Bank & Trust
Lexington,
Kentucky
|
$316K
|
-$547K
|
3
|
0.08%
|
Reduced
|
|
|
2020
|
Jafra Capital Management
New York
|
$315K
|
-$2.53M
|
1
|
0.12%
|
Reduced
|
|
|
2021
|
Texas Capital Bancshares
Dallas,
Texas
|
$315K
|
-$26.1K
|
1
|
0.7%
|
Reduced
|
|
|
2022
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$308K
|
+$8.75K
|
4
|
0.11%
|
Increased
|
|
|
2023
|
B. Riley Financial
Los Angeles,
California
|
$305K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2024
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$303K
|
-$36.2K
|
1
|
0.23%
|
Reduced
|
|
|
2025
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$303K
|
+$27.2K
|
4
|
0.03%
|
Increased
|
|