|
2001
|
Marcuard Family Office
Zurich,
Switzerland
|
$365K
|
$0
|
1
|
0.78%
|
Maintained
|
|
|
2002
|
Nichols Asset Management
Sudbury,
Massachusetts
|
$365K
|
+$26.4K
|
1
|
0.08%
|
Increased
|
|
|
2003
|
Legacy Private Trust
Neenah,
Wisconsin
|
$364K
|
+$343K
|
1
|
0.07%
|
New
|
|
|
2004
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$362K
|
-$126K
|
1
|
0.17%
|
Reduced
|
|
|
2005
|
Delta Asset Management
Memphis,
Tennessee
|
$361K
|
+$32.8K
|
2
|
0.08%
|
Increased
|
|
|
2006
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$358K
|
+$13.2K
|
1
|
0.08%
|
Increased
|
|
|
2007
|
Twin Tree Management
Dallas,
Texas
|
$357K
|
-$177K
|
1
|
0.01%
|
Reduced
|
|
|
2008
|
United Asset Strategies
Garden City,
New York
|
$354K
|
-$3.7K
|
1
|
0.24%
|
Reduced
|
|
|
2009
|
Thompson Investment Management
Madison,
Wisconsin
|
$346K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2010
|
1st Global Advisors
Dallas,
Texas
|
$344K
|
+$25.4K
|
1
|
0.06%
|
Increased
|
|
|
2011
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$342K
|
-$10.3M
|
1
|
0.07%
|
Reduced
|
|
|
2012
|
Global Endowment Management
Charlotte,
North Carolina
|
$342K
|
+$57.7K
|
1
|
0.07%
|
Increased
|
|
|
2013
|
Veritas Investment Management
London,
United Kingdom
|
$342K
|
+$18.5K
|
1
|
0.16%
|
Increased
|
|
|
2014
|
Horan Capital Management
Hunt Valley,
Maryland
|
$339K
|
+$26.4K
|
1
|
0.12%
|
Increased
|
|
|
2015
|
Tran Capital Management
San Rafael,
California
|
$339K
|
-$371K
|
1
|
0.01%
|
Reduced
|
|
|
2016
|
Personal Capital Advisors
Redwood City,
California
|
$338K
|
+$319K
|
1
|
0.11%
|
New
|
|
|
2017
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$337K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2018
|
Perkins Investment Management
Chicago,
Illinois
|
$337K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2019
|
Valley National Bancorp
New York
|
$337K
|
+$317K
|
1
|
0.33%
|
New
|
|
|
2020
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$334K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2021
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$332K
|
+$38.1K
|
1
|
0.05%
|
Increased
|
|
|
2022
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$330K
|
+$311K
|
1
|
0.29%
|
New
|
|
|
2023
|
Horrell Capital Management
Little Rock,
Arkansas
|
$326K
|
-$1.59K
|
1
|
0.16%
|
Reduced
|
|
|
2024
|
NFC Investments
Memphis,
Tennessee
|
$325K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2025
|
Financial Management Professionals
Austin,
Texas
|
$324K
|
-$52.9K
|
1
|
0.22%
|
Reduced
|
|