|
2001
|
Waverly Advisors
Birmingham,
Alabama
|
$403K
|
-$578K
|
1
|
0.18%
|
Reduced
|
|
|
2002
|
Addison Capital
Conshohocken,
Pennsylvania
|
$402K
|
+$42.6K
|
1
|
0.34%
|
Increased
|
|
|
2003
|
|
$402K
|
+$399K
|
1
|
0.07%
|
New
|
|
|
2004
|
Nichols Asset Management
Sudbury,
Massachusetts
|
$402K
|
+$53.3K
|
1
|
0.09%
|
Increased
|
|
|
2005
|
Stellar Capital Management
Phoenix,
Arizona
|
$398K
|
$0
|
1
|
0.45%
|
Maintained
|
|
|
2006
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$398K
|
+$119K
|
1
|
0.47%
|
Increased
|
|
|
2007
|
Cowen Prime Advisors
New York
|
$394K
|
+$32K
|
1
|
0.15%
|
Increased
|
|
|
2008
|
Kelleher Financial Advisors
New York
|
$393K
|
+$34.6K
|
1
|
0.21%
|
Increased
|
|
|
2009
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$393K
|
+$174K
|
1
|
0.44%
|
Increased
|
|
|
2010
|
America First Investment Advisors
Omaha,
Nebraska
|
$391K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2011
|
Peninsula Asset Management
Bradenton,
Florida
|
$389K
|
+$382K
|
1
|
0.32%
|
New
|
|
|
2012
|
|
$389K
|
+$386K
|
1
|
0.14%
|
New
|
|
|
2013
|
Zevin Asset Management
Boston,
Massachusetts
|
$383K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2014
|
Delta Asset Management
Memphis,
Tennessee
|
$381K
|
+$32K
|
3
|
0.08%
|
Increased
|
|
|
2015
|
Harvest Management
New York
|
$376K
|
-$55.9K
|
1
|
0.64%
|
Reduced
|
|
|
2016
|
Mitchell Capital Management
Leawood,
Kansas
|
$375K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2017
|
Bennicas & Associates
Portola Valley,
California
|
$374K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
2018
|
Evanston Advisors
Schaumburg,
Illinois
|
$370K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2019
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$370K
|
-$968K
|
2
|
0.32%
|
Reduced
|
|
|
2020
|
Zions Trust National Association
Salt Lake City,
Utah
|
$370K
|
+$75.4K
|
2
|
0.52%
|
Increased
|
|
|
2021
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$369K
|
$0
|
1
|
0.43%
|
Maintained
|
|
|
2022
|
Falcon Point Capital
San Francisco,
California
|
$364K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
2023
|
RBF Capital
San Francisco,
California
|
$363K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2024
|
Modera Wealth Management
Westwood,
New Jersey
|
$358K
|
-$321K
|
1
|
0.14%
|
Reduced
|
|
|
2025
|
First City Capital Management
Savannah,
Georgia
|
$357K
|
+$136K
|
2
|
0.26%
|
Increased
|
|