|
2001
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$489K
|
+$502K
|
2
|
0.1%
|
New
|
|
|
2002
|
Black Diamond Capital Management
Stamford,
Connecticut
|
$488K
|
-$4.11M
|
1
|
0.34%
|
Reduced
|
|
|
2003
|
Quotient Investors
New York
|
$486K
|
-$106K
|
2
|
0.1%
|
Reduced
|
|
|
2004
|
Tradewinds Capital Management
Bellingham,
Washington
|
$486K
|
+$31.3K
|
6
|
0.35%
|
Increased
|
|
|
2005
|
Alpha Windward
Westwood,
Massachusetts
|
$483K
|
-$388K
|
3
|
0.32%
|
Reduced
|
|
|
2006
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$478K
|
+$504K
|
1
|
0.4%
|
New
|
|
|
2007
|
Private Wealth Partners
Mill Valley,
California
|
$478K
|
-$5.54K
|
2
|
0.11%
|
Reduced
|
|
|
2008
|
Lupo Securities
Chicago,
Illinois
|
$476K
|
+$549K
|
1
|
0.23%
|
New
|
|
|
2009
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$472K
|
+$483K
|
2
|
0.18%
|
New
|
|
|
2010
|
GFS Advisors
Houston,
Texas
|
$471K
|
$0
|
2
|
0.19%
|
Maintained
|
|
|
2011
|
First Nebraska Trust
Lincoln,
Nebraska
|
$467K
|
-$12.2K
|
1
|
0.14%
|
Reduced
|
|
|
2012
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$466K
|
-$87.3K
|
1
|
0.2%
|
Reduced
|
|
|
2013
|
Gator Capital Management
Tampa,
Florida
|
$464K
|
+$438K
|
1
|
0.58%
|
New
|
|
|
2014
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$458K
|
+$467K
|
7
|
0.34%
|
New
|
|
|
2015
|
Smith, Moore & Co
Clayton,
Missouri
|
$456K
|
-$199K
|
1
|
0.24%
|
Reduced
|
|
|
2016
|
Chatham Capital Group
Savannah,
Georgia
|
$455K
|
+$449K
|
1
|
0.14%
|
New
|
|
|
2017
|
Albion Financial Group
Salt Lake City,
Utah
|
$451K
|
+$49
|
1
|
0.08%
|
Increased
|
|
|
2018
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$451K
|
-$362K
|
1
|
0.26%
|
Reduced
|
|
|
2019
|
Mizuho Securities USA
New York
|
$450K
|
+$217K
|
1
|
0.04%
|
Increased
|
|
|
2020
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$449K
|
-$36.9K
|
4
|
0.19%
|
Reduced
|
|
|
2021
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$448K
|
+$440K
|
1
|
0.04%
|
New
|
|
|
2022
|
BTC Capital Management
Des Moines,
Iowa
|
$445K
|
-$200K
|
2
|
0.11%
|
Reduced
|
|
|
2023
|
New York Life Trust
New York
|
$443K
|
+$50.1K
|
3
|
1.75%
|
Increased
|
|
|
2024
|
Hartford Financial Management
Hartford,
Connecticut
|
$437K
|
-$260K
|
3
|
0.27%
|
Reduced
|
|
|
2025
|
Donaldson Capital Management
Evansville,
Indiana
|
$433K
|
-$10.8K
|
2
|
0.06%
|
Reduced
|
|