|
2001
|
Wintrust Investments
Chicago,
Illinois
|
$1.63M
|
-$66.5K
|
1
|
0.68%
|
Reduced
|
|
|
2002
|
GLG Partners
London,
United Kingdom
|
$1.63M
|
-$15.1M
|
1
|
0.06%
|
Reduced
|
|
|
2003
|
Orca Investment Management
Roseburg,
Oregon
|
$1.63M
|
-$21.7K
|
1
|
1.59%
|
Reduced
|
|
|
2004
|
Park Circle Company
Baltimore,
Maryland
|
$1.63M
|
+$7.23K
|
2
|
1.07%
|
Increased
|
|
|
2005
|
High Pointe Capital Management
Chicago,
Illinois
|
$1.62M
|
-$328K
|
1
|
2.67%
|
Reduced
|
|
|
2006
|
Svenska Handelsbanken
Stockholm,
Sweden
|
$1.62M
|
-$53.1M
|
1
|
0.08%
|
Reduced
|
|
|
2007
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.6M
|
+$1.11M
|
1
|
1.04%
|
Increased
|
|
|
2008
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1.6M
|
+$98.1K
|
1
|
0.95%
|
Increased
|
|
|
2009
|
CG Asset Management
New York
|
$1.59M
|
+$386K
|
1
|
0.6%
|
Increased
|
|
|
2010
|
Pettee Investors
Rowayton,
Connecticut
|
$1.59M
|
$0
|
1
|
1.51%
|
Maintained
|
|
|
2011
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$1.59M
|
+$814K
|
1
|
1.85%
|
Increased
|
|
|
2012
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.58M
|
+$1.55M
|
1
|
0.11%
|
New
|
|
|
2013
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.58M
|
+$1.55M
|
1
|
0.45%
|
New
|
|
|
2014
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.58M
|
+$80.9K
|
1
|
1.17%
|
Increased
|
|
|
2015
|
Fortaleza Asset Management
Chicago,
Illinois
|
$1.57M
|
-$485K
|
1
|
3.33%
|
Reduced
|
|
|
2016
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.57M
|
-$366K
|
1
|
0.46%
|
Reduced
|
|
|
2017
|
Yorktown Management & Research Company
Forest,
Virginia
|
$1.57M
|
+$921K
|
2
|
0.4%
|
Increased
|
|
|
2018
|
MV Capital Management
Bethesda,
Maryland
|
$1.57M
|
-$3.63K
|
2
|
0.56%
|
Reduced
|
|
|
2019
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.56M
|
+$51.1K
|
1
|
0.07%
|
Increased
|
|
|
2020
|
Clal Insurance
Tel-Aviv,
Israel
|
$1.56M
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2021
|
Cornerstone Capital
Palo Alto,
California
|
$1.56M
|
-$8.51K
|
1
|
0.33%
|
Reduced
|
|
|
2022
|
Private Capital Management (Minnesota)
Eagan,
Minnesota
|
$1.56M
|
-$289K
|
1
|
1.75%
|
Reduced
|
|
|
2023
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.56M
|
+$39.7K
|
1
|
0.12%
|
Increased
|
|
|
2024
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.55M
|
-$59.8K
|
2
|
1.39%
|
Reduced
|
|
|
2025
|
Waverly Advisors
Birmingham,
Alabama
|
$1.55M
|
+$384K
|
1
|
0.58%
|
Increased
|
|