|
2001
|
Mid Continent Capital
Chicago,
Illinois
|
$317K
|
-$10.6M
|
1
|
0.02%
|
Reduced
|
|
|
2002
|
RNC Capital Management
Los Angeles,
California
|
$316K
|
+$320K
|
1
|
0.03%
|
New
|
|
|
2003
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$315K
|
-$56K
|
3
|
0.12%
|
Reduced
|
|
|
2004
|
Partnervest Advisory Services
Santa Barbara,
California
|
$314K
|
+$49.3K
|
1
|
0.16%
|
Increased
|
|
|
2005
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$312K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2006
|
Baxter Bros Inc
Riverside,
Connecticut
|
$309K
|
+$5.46K
|
1
|
0.11%
|
Increased
|
|
|
2007
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$305K
|
-$632K
|
6
|
0.06%
|
Reduced
|
|
|
2008
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$302K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2009
|
Ada Investment Management
New York
|
$300K
|
+$296K
|
1
|
0.38%
|
New
|
|
|
2010
|
|
$300K
|
-$1.59M
|
1
|
0.38%
|
Reduced
|
|
|
2011
|
Gratus Capital
Atlanta,
Georgia
|
$299K
|
+$280K
|
1
|
0.07%
|
New
|
|
|
2012
|
Wellington Shields & Co
New York
|
$297K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2013
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$296K
|
+$13.2K
|
1
|
0.02%
|
Increased
|
|
|
2014
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$296K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2015
|
Holt Capital Partners
Fort Worth,
Texas
|
$294K
|
$0
|
4
|
0.12%
|
Maintained
|
|
|
2016
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$293K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2017
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$292K
|
-$3.44M
|
1
|
0.18%
|
Reduced
|
|
|
2018
|
Lucas Capital Management
Red Bank,
New Jersey
|
$291K
|
-$15.9K
|
1
|
0.13%
|
Reduced
|
|
|
2019
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$291K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2020
|
RFG Advisory
Birmingham,
Alabama
|
$291K
|
+$295K
|
1
|
0.13%
|
New
|
|
|
2021
|
Firsthand Capital Management
San Jose,
California
|
$288K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2022
|
Windward Capital Management
Los Angeles,
California
|
$288K
|
+$1.77K
|
1
|
0.08%
|
Increased
|
|
|
2023
|
Affiance Financial
St. Louis Park,
Minnesota
|
$287K
|
$0
|
1
|
0.37%
|
Maintained
|
|
|
2024
|
Auxier Asset Management
Aurora,
Oregon
|
$287K
|
-$204K
|
1
|
0.06%
|
Reduced
|
|
|
2025
|
Farmers National Bank
Danville,
Kentucky
|
$287K
|
+$14.1K
|
1
|
0.22%
|
Increased
|
|