|
2001
|
First Nebraska Trust
Lincoln,
Nebraska
|
$460K
|
-$200K
|
1
|
0.14%
|
Reduced
|
|
|
2002
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$459K
|
+$10.8K
|
1
|
0.27%
|
Increased
|
|
|
2003
|
Albion Financial Group
Salt Lake City,
Utah
|
$457K
|
+$9.88K
|
1
|
0.08%
|
Increased
|
|
|
2004
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$450K
|
-$11.6K
|
4
|
0.26%
|
Reduced
|
|
|
2005
|
Chatham Capital Group
Savannah,
Georgia
|
$446K
|
-$43K
|
1
|
0.13%
|
Reduced
|
|
|
2006
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$443K
|
-$7.6K
|
1
|
0.27%
|
Reduced
|
|
|
2007
|
Beach Investment Management
West Conshohocken,
Pennsylvania
|
$440K
|
-$1.24M
|
1
|
0.66%
|
Reduced
|
|
|
2008
|
Camelot Portfolios
Maumee,
Ohio
|
$436K
|
+$448K
|
2
|
0.25%
|
New
|
|
|
2009
|
FCG Advisors
Chatham,
New Jersey
|
$436K
|
-$1.47M
|
2
|
0.34%
|
Reduced
|
|
|
2010
|
Hatteras Investment Partners
Raleigh,
North Carolina
|
$435K
|
-$3.33M
|
1
|
0.4%
|
Reduced
|
|
|
2011
|
DF Dent & Co
Baltimore,
Maryland
|
$430K
|
+$15.1K
|
1
|
0.01%
|
Increased
|
|
|
2012
|
Anandar Capital Management
New York
|
$427K
|
-$1.26M
|
1
|
0.1%
|
Reduced
|
|
|
2013
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$426K
|
+$441K
|
1
|
0.1%
|
New
|
|
|
2014
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$425K
|
+$436K
|
1
|
0.4%
|
New
|
|
|
2015
|
Accuvest Global Advisors
Provo,
Utah
|
$423K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2016
|
Financial Management Professionals
Austin,
Texas
|
$421K
|
$0
|
2
|
0.2%
|
Maintained
|
|
|
2017
|
Washington Capital Management
Seattle,
Washington
|
$421K
|
+$398K
|
1
|
0.24%
|
New
|
|
|
2018
|
Tradewinds Capital Management
Bellingham,
Washington
|
$418K
|
+$36.2K
|
5
|
0.29%
|
Increased
|
|
|
2019
|
Tanaka Capital Management
New York
|
$417K
|
$0
|
1
|
1.03%
|
Maintained
|
|
|
2020
|
Barnett & Company
Chattanooga,
Tennessee
|
$416K
|
-$334K
|
1
|
0.17%
|
Reduced
|
|
|
2021
|
Premier Asset Management
Chicago,
Illinois
|
$416K
|
-$11.1M
|
1
|
0.1%
|
Reduced
|
|
|
2022
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$414K
|
+$24.1K
|
3
|
0.02%
|
Increased
|
|
|
2023
|
|
$410K
|
+$12.3K
|
1
|
0.02%
|
Increased
|
|
|
2024
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$409K
|
+$3.42K
|
2
|
0.24%
|
Increased
|
|
|
2025
|
Waverly Advisors
Birmingham,
Alabama
|
$406K
|
+$70.3K
|
5
|
0.25%
|
Increased
|
|