|
2001
|
DF Dent & Co
Baltimore,
Maryland
|
$430K
|
+$4.61K
|
1
|
0.01%
|
Increased
|
|
|
2002
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$427K
|
-$12.3K
|
2
|
0.26%
|
Reduced
|
|
|
2003
|
Sonata Capital Group
Seattle,
Washington
|
$426K
|
$0
|
1
|
0.4%
|
Maintained
|
|
|
2004
|
Sterling Ridge Capital Management
New York
|
$425K
|
+$464K
|
1
|
0.28%
|
New
|
|
|
2005
|
BTC Capital Management
Des Moines,
Iowa
|
$419K
|
+$215K
|
2
|
0.1%
|
Increased
|
|
|
2006
|
iAB Financial Bank
Fort Wayne,
Indiana
|
$418K
|
-$24.7K
|
2
|
0.32%
|
Reduced
|
|
|
2007
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$416K
|
-$25.7K
|
1
|
0.41%
|
Reduced
|
|
|
2008
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$415K
|
-$77.5K
|
1
|
0.26%
|
Reduced
|
|
|
2009
|
NCM Capital Advisers
Durham,
North Carolina
|
$410K
|
-$367K
|
1
|
1.21%
|
Reduced
|
|
|
2010
|
Washington Capital Management
Seattle,
Washington
|
$407K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
2011
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$406K
|
+$36.9K
|
1
|
0.04%
|
Increased
|
|
|
2012
|
SSI Investment Management
Los Angeles,
California
|
$406K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2013
|
Tiedemann Trust
Wilmington,
Delaware
|
$406K
|
-$607K
|
1
|
0.04%
|
Reduced
|
|
|
2014
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$402K
|
$0
|
3
|
0.07%
|
Maintained
|
|
|
2015
|
Partnervest Advisory Services
Santa Barbara,
California
|
$397K
|
-$878K
|
1
|
0.23%
|
Reduced
|
|
|
2016
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$391K
|
+$405K
|
1
|
0.09%
|
New
|
|
|
2017
|
Torch Wealth Management
Cincinnati,
Ohio
|
$391K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
2018
|
Brave Asset Management
Summit,
New Jersey
|
$379K
|
$0
|
3
|
0.29%
|
Maintained
|
|
|
2019
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$374K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2020
|
CIBC World Markets
New York
|
$373K
|
+$357K
|
1
|
0.01%
|
Increased
|
|
|
2021
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$372K
|
-$208K
|
1
|
0.09%
|
Reduced
|
|
|
2022
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$372K
|
-$29K
|
1
|
0.44%
|
Reduced
|
|
|
2023
|
Baring Asset Management
London,
United Kingdom
|
$371K
|
+$365K
|
1
|
0.03%
|
New
|
|
|
2024
|
Oakworth Capital
Birmingham,
Alabama
|
$371K
|
$0
|
7
|
0.2%
|
Maintained
|
|
|
2025
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$370K
|
+$226K
|
2
|
0.02%
|
Increased
|
|