|
2001
|
Windsor Capital Management
Phoenix,
Arizona
|
$433K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
2002
|
Dimension Capital Management
Coral Gables,
Florida
|
$428K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2003
|
Point72 Hong Kong
Hong Kong
|
$424K
|
+$16.4K
|
13
|
0.3%
|
Increased
|
|
|
2004
|
Mirador Capital Partners
Pleasanton,
California
|
$423K
|
+$8.9K
|
1
|
0.25%
|
Increased
|
|
|
2005
|
Fairpointe Capital
Chicago,
Illinois
|
$422K
|
-$247K
|
1
|
0.01%
|
Reduced
|
|
|
2006
|
Kokino LLC
Stamford,
Connecticut
|
$421K
|
+$431K
|
1
|
0.74%
|
New
|
|
|
2007
|
Transform Wealth
Greenwood Village,
Colorado
|
$420K
|
+$389K
|
1
|
0.15%
|
New
|
|
|
2008
|
Krilogy Financial
St. Louis,
Missouri
|
$418K
|
+$7.43K
|
6
|
0.11%
|
Increased
|
|
|
2009
|
Boston Research & Management
Manchester,
Massachusetts
|
$415K
|
-$3.43M
|
1
|
0.21%
|
Reduced
|
|
|
2010
|
Financial Engines Advisors
Santa Clara,
California
|
$415K
|
-$44.4K
|
1
|
0.01%
|
Reduced
|
|
|
2011
|
Waverton Investment Management
London,
United Kingdom
|
$415K
|
+$390K
|
1
|
0.03%
|
New
|
|
|
2012
|
Syntal Capital Partners
Midland,
Texas
|
$412K
|
-$575K
|
1
|
0.3%
|
Reduced
|
|
|
2013
|
Advisors Preferred
Rockville,
Maryland
|
$407K
|
+$311K
|
4
|
0.24%
|
Increased
|
|
|
2014
|
Cadence Bank NA
Houston,
Texas
|
$406K
|
-$56.4K
|
1
|
0.15%
|
Reduced
|
|
|
2015
|
Wimmer Associates 1
Pasadena,
California
|
$406K
|
+$2.3K
|
1
|
0.37%
|
Increased
|
|
|
2016
|
|
$405K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2017
|
Concentric Wealth Management
Lafayette,
California
|
$399K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
2018
|
WCM Investment Management
Laguna Beach,
California
|
$396K
|
+$389K
|
1
|
0.01%
|
New
|
|
|
2019
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$395K
|
-$1.59M
|
1
|
0.27%
|
Reduced
|
|
|
2020
|
Courier Capital
Buffalo,
New York
|
$394K
|
-$7.95K
|
1
|
0.06%
|
Reduced
|
|
|
2021
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$391K
|
$0
|
1
|
0.36%
|
Maintained
|
|
|
2022
|
|
$389K
|
$0
|
1
|
0.51%
|
Maintained
|
|
|
2023
|
Harrington Investments
Napa,
California
|
$388K
|
+$381K
|
1
|
0.37%
|
New
|
|
|
2024
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$385K
|
$0
|
4
|
0.25%
|
Maintained
|
|
|
2025
|
Palouse Capital Management
Spokane,
Washington
|
$384K
|
+$214K
|
2
|
0.13%
|
Increased
|
|