|
2001
|
Agran Libbie
Santa Monica,
California
|
$259K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2002
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$259K
|
-$842K
|
1
|
0%
|
Reduced
|
|
|
2003
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$259K
|
-$2.38K
|
1
|
0.04%
|
Reduced
|
|
|
2004
|
|
$257K
|
-$3.17K
|
1
|
0.12%
|
Reduced
|
|
|
2005
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$257K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2006
|
Independence Advisors
Wayne,
Pennsylvania
|
$256K
|
+$258K
|
1
|
0.12%
|
New
|
|
|
2007
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$255K
|
+$258K
|
1
|
0.09%
|
New
|
|
|
2008
|
Strategy Asset Managers
Pasadena,
California
|
$250K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2009
|
NCM Capital Advisers
Durham,
North Carolina
|
$248K
|
-$17.1K
|
2
|
0.74%
|
Reduced
|
|
|
2010
|
IPG Investment Advisors
San Diego,
California
|
$248K
|
+$246K
|
1
|
0.1%
|
New
|
|
|
2011
|
Colorado Capital Management
Boulder,
Colorado
|
$247K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2012
|
Chilton Investment Company
Stamford,
Connecticut
|
$246K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2013
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$246K
|
+$243K
|
2
|
0.15%
|
New
|
|
|
2014
|
Bank OZK
Little Rock,
Arkansas
|
$242K
|
-$232K
|
1
|
0.09%
|
Reduced
|
|
|
2015
|
FCM Investments
Dallas,
Texas
|
$242K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
2016
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$242K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2017
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$241K
|
+$11.8K
|
3
|
0.05%
|
Increased
|
|
|
2018
|
GFS Advisors
Houston,
Texas
|
$239K
|
-$21.6K
|
1
|
0.05%
|
Reduced
|
|
|
2019
|
Buffington Mohr McNeal
Boise,
Idaho
|
$238K
|
-$4.08K
|
2
|
0.1%
|
Reduced
|
|
|
2020
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$237K
|
+$6.36K
|
7
|
0.04%
|
Increased
|
|
|
2021
|
Highland Private Wealth Management
Bellevue,
Washington
|
$235K
|
-$2.14K
|
1
|
0.12%
|
Reduced
|
|
|
2022
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$235K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2023
|
Thompson Davis & Co
Richmond,
Virginia
|
$235K
|
+$113K
|
11
|
0.41%
|
Increased
|
|
|
2024
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$234K
|
$0
|
3
|
0.12%
|
Maintained
|
|
|
2025
|
B. Riley Financial
Los Angeles,
California
|
$233K
|
$0
|
1
|
0.15%
|
Maintained
|
|