|
2001
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$748K
|
+$540
|
1
|
0.11%
|
Increased
|
|
|
2002
|
Boulegeris Investments
Sandy Springs,
Georgia
|
$747K
|
-$5.47K
|
1
|
0.39%
|
Reduced
|
|
|
2003
|
Algert Global
San Francisco,
California
|
$742K
|
+$770K
|
1
|
0.18%
|
New
|
|
|
2004
|
Gemmer Asset Management
Walnut Creek,
California
|
$735K
|
+$23.4K
|
10
|
0.25%
|
Increased
|
|
|
2005
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$735K
|
+$180K
|
8
|
0.08%
|
Increased
|
|
|
2006
|
Farr Miller & Washington
Washington,
District of Columbia
|
$731K
|
+$224K
|
2
|
0.07%
|
Increased
|
|
|
2007
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$729K
|
+$25.9K
|
1
|
0.04%
|
Increased
|
|
|
2008
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$726K
|
+$353K
|
1
|
0.07%
|
Increased
|
|
|
2009
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$725K
|
-$2.52K
|
2
|
0.31%
|
Reduced
|
|
|
2010
|
RPG Investment Advisory
Pleasanton,
California
|
$725K
|
$0
|
3
|
0.18%
|
Maintained
|
|
|
2011
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$723K
|
-$1M
|
3
|
0.53%
|
Reduced
|
|
|
2012
|
Oakworth Capital
Birmingham,
Alabama
|
$720K
|
+$437K
|
3
|
0.17%
|
Increased
|
|
|
2013
|
440 Investment Group
Overland Park,
Kansas
|
$715K
|
+$232K
|
2
|
0.51%
|
Increased
|
|
|
2014
|
Lee Capital Management
New York
|
$712K
|
$0
|
1
|
0.61%
|
Maintained
|
|
|
2015
|
P.A.W. Capital
Greenwich,
Connecticut
|
$712K
|
-$178K
|
1
|
0.9%
|
Reduced
|
|
|
2016
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$712K
|
$0
|
6
|
0.39%
|
Maintained
|
|
|
2017
|
Evanson Asset Management
Carmel,
California
|
$711K
|
+$4.86K
|
2
|
0.14%
|
Increased
|
|
|
2018
|
Grimes & Company
Westborough,
Massachusetts
|
$709K
|
+$213K
|
1
|
0.07%
|
Increased
|
|
|
2019
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$705K
|
+$9.91K
|
1
|
0.65%
|
Increased
|
|
|
2020
|
Ramsey Quantitative Systems
Louisville,
Kentucky
|
$705K
|
+$4.43K
|
3
|
0.74%
|
Increased
|
|
|
2021
|
Elm Advisors
Burlingame,
California
|
$704K
|
-$13.7K
|
2
|
0.53%
|
Reduced
|
|
|
2022
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$704K
|
+$99.6K
|
1
|
0.06%
|
Increased
|
|
|
2023
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$704K
|
+$5.76K
|
1
|
0.17%
|
Increased
|
|
|
2024
|
Balter Liquid Alternatives
Boston,
Massachusetts
|
$703K
|
+$555K
|
2
|
0.7%
|
New
|
|
|
2025
|
|
$700K
|
-$483K
|
1
|
1.02%
|
Reduced
|
|