|
2001
|
|
$262K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2002
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$262K
|
+$1.53K
|
1
|
0.04%
|
Increased
|
|
|
2003
|
GFS Advisors
Houston,
Texas
|
$262K
|
-$61.1K
|
1
|
0.06%
|
Reduced
|
|
|
2004
|
Agran Libbie
Santa Monica,
California
|
$260K
|
-$23K
|
1
|
0.07%
|
Reduced
|
|
|
2005
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$259K
|
+$34.7K
|
1
|
0.02%
|
Increased
|
|
|
2006
|
Appleton Group
Appleton,
Wisconsin
|
$258K
|
+$54.1K
|
1
|
0.43%
|
Increased
|
|
|
2007
|
F&V Capital Management
Boca Raton,
Florida
|
$258K
|
+$6.13K
|
1
|
0.19%
|
Increased
|
|
|
2008
|
Alesco Advisors
Pittsford,
New York
|
$257K
|
+$249K
|
1
|
0.02%
|
New
|
|
|
2009
|
LGL Partners
Philadelphia,
Pennsylvania
|
$256K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2010
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$256K
|
+$4.12K
|
5
|
0.21%
|
Increased
|
|
|
2011
|
Artemis Investment Management
Edinburgh,
United Kingdom
|
$254K
|
-$976K
|
1
|
0.01%
|
Reduced
|
|
|
2012
|
NCM Capital Advisers
Durham,
North Carolina
|
$254K
|
$0
|
2
|
0.73%
|
Maintained
|
|
|
2013
|
BOK Financial Private Wealth
Denver,
Colorado
|
$252K
|
+$245K
|
1
|
0.04%
|
New
|
|
|
2014
|
Strategy Asset Managers
Pasadena,
California
|
$251K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2015
|
|
$248K
|
+$33.1K
|
1
|
0%
|
Increased
|
|
|
2016
|
Chilton Investment Company
Stamford,
Connecticut
|
$247K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2017
|
Foster & Motley
Cincinnati,
Ohio
|
$246K
|
-$18.8K
|
1
|
0.05%
|
Reduced
|
|
|
2018
|
Blue Clay Capital Management
Minneapolis,
Minnesota
|
$245K
|
-$114K
|
1
|
0.28%
|
Reduced
|
|
|
2019
|
Buffington Mohr McNeal
Boise,
Idaho
|
$245K
|
$0
|
2
|
0.11%
|
Maintained
|
|
|
2020
|
FCM Investments
Dallas,
Texas
|
$244K
|
+$30.7K
|
2
|
0.14%
|
Increased
|
|
|
2021
|
|
$243K
|
$0
|
1
|
3.66%
|
Maintained
|
|
|
2022
|
EP Wealth Advisors
Torrance,
California
|
$243K
|
-$9.45M
|
1
|
0.04%
|
Reduced
|
|
|
2023
|
Emerald Advisers
Leola,
Pennsylvania
|
$240K
|
+$68.2K
|
1
|
0.01%
|
Increased
|
|
|
2024
|
First Personal Financial Services
Charlotte,
North Carolina
|
$240K
|
+$200K
|
5
|
0.08%
|
Increased
|
|
|
2025
|
Highland Private Wealth Management
Bellevue,
Washington
|
$239K
|
+$231K
|
1
|
0.13%
|
New
|
|