|
2001
|
Regis Management Company
Menlo Park,
California
|
$765K
|
+$761K
|
2
|
0.26%
|
New
|
|
|
2002
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$763K
|
+$738K
|
4
|
1.09%
|
New
|
|
|
2003
|
Partnervest Advisory Services
Santa Barbara,
California
|
$762K
|
+$743K
|
11
|
0.35%
|
New
|
|
|
2004
|
Welch Group
Birmingham,
Alabama
|
$761K
|
+$740K
|
3
|
0.2%
|
New
|
|
|
2005
|
Geneva Capital Management
Milwaukee,
Wisconsin
|
$749K
|
+$749K
|
1
|
0.02%
|
New
|
|
|
2006
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$746K
|
+$732K
|
2
|
0.25%
|
New
|
|
|
2007
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$745K
|
+$737K
|
1
|
0.38%
|
New
|
|
|
2008
|
Aristotle Capital Management
Los Angeles,
California
|
$744K
|
+$744K
|
1
|
0.02%
|
New
|
|
|
2009
|
Itau USA Asset Management
New York
|
$743K
|
+$728K
|
2
|
0.19%
|
New
|
|
|
2010
|
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
|
$742K
|
+$715K
|
2
|
0.05%
|
New
|
|
|
2011
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$739K
|
+$720K
|
2
|
0.33%
|
New
|
|
|
2012
|
ParenteBeard Wealth Management
York,
Pennsylvania
|
$736K
|
+$710K
|
2
|
0.33%
|
New
|
|
|
2013
|
|
$730K
|
+$722K
|
2
|
0.24%
|
New
|
|
|
2014
|
Sigma Investment Counselors
Northville,
Michigan
|
$730K
|
+$722K
|
2
|
0.19%
|
New
|
|
|
2015
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$728K
|
+$719K
|
12
|
0.41%
|
New
|
|
|
2016
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$725K
|
+$715K
|
2
|
0.03%
|
New
|
|
|
2017
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$718K
|
+$730K
|
7
|
0.53%
|
New
|
|
|
2018
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$718K
|
+$730K
|
4
|
0.27%
|
New
|
|
|
2019
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$705K
|
+$703K
|
2
|
0.3%
|
New
|
|
|
2020
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$704K
|
+$691K
|
6
|
0.6%
|
New
|
|
|
2021
|
Laurel Grove Capital
Los Angeles,
California
|
$695K
|
+$671K
|
1
|
0.49%
|
New
|
|
|
2022
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$694K
|
+$685K
|
2
|
0.26%
|
New
|
|
|
2023
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$685K
|
+$663K
|
3
|
0.47%
|
New
|
|
|
2024
|
Kings Point Capital Management
Great Neck,
New York
|
$684K
|
+$665K
|
4
|
0.28%
|
New
|
|
|
2025
|
Insight 2811 Inc
Chicago,
Illinois
|
$683K
|
+$659K
|
3
|
0.38%
|
New
|
|