|
2001
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.27M
|
+$1.32M
|
12
|
0.9%
|
New
|
|
|
2002
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.26M
|
$0
|
2
|
0.53%
|
Maintained
|
|
|
2003
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$1.25M
|
-$8.49K
|
2
|
0.08%
|
Reduced
|
|
|
2004
|
Cribstone Capital Management
Augusta,
Maine
|
$1.25M
|
-$6.48K
|
7
|
0.61%
|
Reduced
|
|
|
2005
|
Flippin Bruce & Porter
Lynchburg,
Virginia
|
$1.25M
|
+$10.9K
|
2
|
0.26%
|
Increased
|
|
|
2006
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$1.25M
|
-$47.2K
|
2
|
0.9%
|
Reduced
|
|
|
2007
|
McGowan Group Asset Management
Dallas,
Texas
|
$1.23M
|
-$4.96K
|
2
|
0.21%
|
Reduced
|
|
|
2008
|
Miles Capital
West Des Moines,
Iowa
|
$1.23M
|
-$833K
|
4
|
0.76%
|
Reduced
|
|
|
2009
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$1.23M
|
-$20K
|
1
|
0.48%
|
Reduced
|
|
|
2010
|
Autus Asset Management
Scottsdale,
Arizona
|
$1.22M
|
+$899K
|
1
|
0.21%
|
Increased
|
|
|
2011
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$1.22M
|
-$1.08M
|
2
|
0.17%
|
Reduced
|
|
|
2012
|
Claybrook Capital
Wellesley,
Massachusetts
|
$1.22M
|
$0
|
1
|
0.76%
|
Maintained
|
|
|
2013
|
Capital City Trust
Tallahassee,
Florida
|
$1.22M
|
+$71.3K
|
2
|
0.52%
|
Increased
|
|
|
2014
|
Waverly Advisors
Birmingham,
Alabama
|
$1.21M
|
-$48.3K
|
2
|
0.19%
|
Reduced
|
|
|
2015
|
Atwood & Palmer
Kansas City,
Missouri
|
$1.21M
|
-$384K
|
5
|
0.17%
|
Reduced
|
|
|
2016
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.21M
|
+$156K
|
8
|
0.19%
|
Increased
|
|
|
2017
|
Hartree Partners
New York
|
$1.21M
|
+$1.31M
|
1
|
1.09%
|
New
|
|
|
2018
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$1.21M
|
+$716K
|
1
|
0.96%
|
Increased
|
|
|
2019
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.2M
|
+$1.18M
|
1
|
0.06%
|
New
|
|
|
2020
|
CFO4Life Group
Coppell,
Texas
|
$1.2M
|
+$929K
|
2
|
0.5%
|
Increased
|
|
|
2021
|
Tompkins Financial
Ithaca,
New York
|
$1.2M
|
-$916K
|
5
|
0.26%
|
Reduced
|
|
|
2022
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.19M
|
+$59.5K
|
10
|
0.42%
|
Increased
|
|
|
2023
|
Schaller Investment Group
Winston Salem,
North Carolina
|
$1.19M
|
$0
|
2
|
0.66%
|
Maintained
|
|
|
2024
|
Winfield Associates
Cleveland,
Ohio
|
$1.19M
|
-$654K
|
2
|
0.64%
|
Reduced
|
|
|
2025
|
Clearstead Trust
Portland,
Maine
|
$1.19M
|
-$930K
|
3
|
1.06%
|
Reduced
|
|