|
2001
|
Auxier Asset Management
Aurora,
Oregon
|
$379K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2002
|
Lincoln Capital
Lincoln,
Nebraska
|
$377K
|
+$369K
|
1
|
0.33%
|
New
|
|
|
2003
|
Hudock Inc
Williamsport,
Pennsylvania
|
$374K
|
-$81.1K
|
3
|
0.17%
|
Reduced
|
|
|
2004
|
New York Life Trust
New York
|
$372K
|
+$99.3K
|
3
|
1.47%
|
Increased
|
|
|
2005
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$368K
|
+$390K
|
2
|
0.39%
|
New
|
|
|
2006
|
HeadInvest LLC
Portland,
Maine
|
$368K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2007
|
Independence Trust
Franklin,
Tennessee
|
$367K
|
+$329K
|
2
|
0.22%
|
Increased
|
|
|
2008
|
Smith, Moore & Co
Clayton,
Missouri
|
$365K
|
+$4.32K
|
1
|
0.19%
|
Increased
|
|
|
2009
|
Vicus Capital
State College,
Pennsylvania
|
$364K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2010
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$359K
|
-$3.41K
|
1
|
0.04%
|
Reduced
|
|
|
2011
|
Spirit of America Management Corp
Syosset,
New York
|
$359K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
2012
|
Yorkville Capital Management
New York
|
$357K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
2013
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$355K
|
+$364K
|
1
|
0.1%
|
New
|
|
|
2014
|
LBA Wealth Management
Jacksonville,
Florida
|
$354K
|
+$58.1K
|
2
|
0.23%
|
Increased
|
|
|
2015
|
|
$351K
|
-$17.3K
|
1
|
0.33%
|
Reduced
|
|
|
2016
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$350K
|
-$60.4K
|
1
|
0.32%
|
Reduced
|
|
|
2017
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$348K
|
+$300K
|
2
|
0.41%
|
New
|
|
|
2018
|
McDaniel Terry & Co
Austin,
Texas
|
$347K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2019
|
Zhang Financial
Portage,
Michigan
|
$346K
|
-$955K
|
1
|
0.23%
|
Reduced
|
|
|
2020
|
CWH Capital Management
Spokane,
Washington
|
$341K
|
+$319K
|
1
|
0.22%
|
New
|
|
|
2021
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$341K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2022
|
Elm Advisors
Burlingame,
California
|
$339K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
2023
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$339K
|
-$3.42M
|
1
|
0.1%
|
Reduced
|
|
|
2024
|
Thompson Davis & Co
Richmond,
Virginia
|
$336K
|
-$150K
|
15
|
0.39%
|
Reduced
|
|
|
2025
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$331K
|
-$32.5K
|
1
|
0.2%
|
Reduced
|
|