|
2001
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$288K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2002
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$287K
|
-$31K
|
1
|
0.01%
|
Reduced
|
|
|
2003
|
HFG Advisors
Cincinatti,
Ohio
|
$287K
|
+$277K
|
1
|
0.3%
|
New
|
|
|
2004
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$287K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2005
|
|
$287K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2006
|
Insight 2811 Inc
Chicago,
Illinois
|
$286K
|
+$645
|
1
|
0.16%
|
Increased
|
|
|
2007
|
|
$285K
|
+$175K
|
1
|
0.05%
|
New
|
|
|
2008
|
Morningstar Investment Services
Chicago,
Illinois
|
$285K
|
+$275K
|
1
|
0%
|
New
|
|
|
2009
|
Fort LP
Chevy Chase,
Maryland
|
$284K
|
-$16.5K
|
1
|
0.75%
|
Reduced
|
|
|
2010
|
Rice Partnership
Honolulu,
Hawaii
|
$284K
|
-$6.73M
|
1
|
0.08%
|
Reduced
|
|
|
2011
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$284K
|
-$8.39K
|
1
|
0.2%
|
Reduced
|
|
|
2012
|
Great Diamond Partners
Portland,
Maine
|
$284K
|
+$2.71K
|
1
|
0.08%
|
Increased
|
|
|
2013
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$284K
|
-$26.5K
|
1
|
0.14%
|
Reduced
|
|
|
2014
|
Prudent Investors Network
Lake Forest,
California
|
$283K
|
-$156K
|
1
|
0.13%
|
Reduced
|
|
|
2015
|
Key Financial Inc
West Chester,
Pennsylvania
|
$283K
|
+$2.08K
|
2
|
0.09%
|
Increased
|
|
|
2016
|
McIlrath & Eck
Arlington,
Washington
|
$283K
|
+$87K
|
1
|
0.06%
|
Increased
|
|
|
2017
|
United Community Bank
Greenville,
South Carolina
|
$283K
|
+$1.29K
|
1
|
0.25%
|
Increased
|
|
|
2018
|
Salomon & Ludwin
Richmond,
Virginia
|
$282K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2019
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$282K
|
+$774
|
1
|
0.08%
|
Increased
|
|
|
2020
|
Nilsine Partners
Greenwood Village,
Colorado
|
$281K
|
+$1.55K
|
1
|
0.04%
|
Increased
|
|
|
2021
|
Bosun Asset Management
Chicago,
Illinois
|
$281K
|
+$271K
|
1
|
0.28%
|
New
|
|
|
2022
|
|
$281K
|
-$4.65K
|
1
|
0%
|
Reduced
|
|
|
2023
|
First Dallas Securities
Dallas,
Texas
|
$281K
|
-$126K
|
1
|
0.16%
|
Reduced
|
|
|
2024
|
Leisure Capital Management
Costa Mesa,
California
|
$280K
|
-$16.6K
|
1
|
0.15%
|
Reduced
|
|
|
2025
|
Thompson Davis & Co
Richmond,
Virginia
|
$280K
|
+$172K
|
1
|
0.32%
|
New
|
|