|
2001
|
Check Capital Management
Costa Mesa,
California
|
$457K
|
-$15K
|
1
|
0.03%
|
Reduced
|
|
|
2002
|
Blue Edge Capital
Richmond,
Virginia
|
$455K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2003
|
WBH Advisory
Baltimore,
Maryland
|
$455K
|
-$19.5K
|
1
|
0.15%
|
Reduced
|
|
|
2004
|
Appleton Group
Appleton,
Wisconsin
|
$453K
|
+$43.4K
|
1
|
0.6%
|
Increased
|
|
|
2005
|
Croft-Leominster
Baltimore,
Maryland
|
$453K
|
-$395K
|
0
|
–
|
Closed
|
|
|
2006
|
Landscape Capital Management
Englewood,
New Jersey
|
$453K
|
+$421K
|
2
|
0.06%
|
New
|
|
|
2007
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$451K
|
+$419K
|
2
|
0.19%
|
New
|
|
|
2008
|
Birinyi Associates
Westport,
Connecticut
|
$448K
|
-$143K
|
1
|
0.25%
|
Reduced
|
|
|
2009
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$447K
|
-$7.3K
|
1
|
0.17%
|
Reduced
|
|
|
2010
|
Financial Consulate
Hunt Valley,
Maryland
|
$447K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
2011
|
GAM Systematic
Cambridge,
United Kingdom
|
$443K
|
+$410K
|
2
|
0.1%
|
Increased
|
|
|
2012
|
SNS Financial Group
Minneapolis,
Minnesota
|
$441K
|
+$63.2K
|
1
|
0.13%
|
Increased
|
|
|
2013
|
Dow Chemical Company
Midland,
Michigan
|
$439K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2014
|
Ken Stern & Associates
San Diego,
California
|
$438K
|
-$3.29K
|
1
|
0.23%
|
Reduced
|
|
|
2015
|
JLB & Associates
Plymouth,
Michigan
|
$437K
|
-$326K
|
1
|
0.12%
|
Reduced
|
|
|
2016
|
Capital Management Associates (New York)
New York
|
$436K
|
+$394K
|
1
|
0.68%
|
New
|
|
|
2017
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$436K
|
+$172K
|
2
|
0.26%
|
Increased
|
|
|
2018
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$434K
|
-$11.1K
|
1
|
0%
|
Reduced
|
|
|
2019
|
Advisory Research
Chicago,
Illinois
|
$433K
|
-$48K
|
1
|
0.01%
|
Reduced
|
|
|
2020
|
WESPAC Advisors
Orinda,
California
|
$432K
|
+$409K
|
1
|
0.48%
|
New
|
|
|
2021
|
Joel Isaacson & Co
New York
|
$430K
|
-$16.4K
|
6
|
0.09%
|
Reduced
|
|
|
2022
|
MV Capital Management
Bethesda,
Maryland
|
$428K
|
-$46K
|
2
|
0.15%
|
Reduced
|
|
|
2023
|
Ironwood Investment Management
Boston,
Massachusetts
|
$427K
|
-$87.4K
|
1
|
0.31%
|
Reduced
|
|
|
2024
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$427K
|
+$417K
|
1
|
0.34%
|
New
|
|
|
2025
|
Waverly Advisors
Birmingham,
Alabama
|
$424K
|
+$9.5K
|
1
|
0.16%
|
Increased
|
|