|
2001
|
Coyle Financial Counsel
Glenview,
Illinois
|
$2.09M
|
+$1.92M
|
1
|
2.73%
|
New
|
|
|
2002
|
Kelleher Financial Advisors
New York
|
$2.09M
|
-$496K
|
1
|
4.47%
|
Reduced
|
|
|
2003
|
Cambria Investment Management
Manhattan Beach,
California
|
$2.09M
|
+$39.8K
|
1
|
0.71%
|
Increased
|
|
|
2004
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.09M
|
+$139K
|
1
|
0.15%
|
Increased
|
|
|
2005
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$2.09M
|
-$22K
|
1
|
0.8%
|
Reduced
|
|
|
2006
|
Banced Corp
Edwardsville,
Illinois
|
$2.09M
|
-$178K
|
1
|
3.81%
|
Reduced
|
|
|
2007
|
Round Hill Asset Management
Pasadena,
California
|
$2.09M
|
-$64.4K
|
1
|
1.19%
|
Reduced
|
|
|
2008
|
Phocas Financial Corp
Alameda,
California
|
$2.07M
|
-$3.64M
|
1
|
0.19%
|
Reduced
|
|
|
2009
|
Foundry Partners
Minneapolis,
Minnesota
|
$2.07M
|
-$9.95M
|
1
|
0.09%
|
Reduced
|
|
|
2010
|
Guild Investment Management
Los Angeles,
California
|
$2.06M
|
+$1.24M
|
1
|
2%
|
Increased
|
|
|
2011
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$2.04M
|
-$29.6K
|
1
|
2.74%
|
Reduced
|
|
|
2012
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$2.04M
|
+$184K
|
2
|
1%
|
Increased
|
|
|
2013
|
IMA Advisory Services
Denver,
Colorado
|
$2.03M
|
+$110K
|
1
|
1.02%
|
Increased
|
|
|
2014
|
RFG Advisory
Birmingham,
Alabama
|
$2.01M
|
-$7.53M
|
1
|
1.52%
|
Reduced
|
|
|
2015
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.01M
|
-$153K
|
1
|
1.47%
|
Reduced
|
|
|
2016
|
Clear Perspective Advisors
Aurora,
Illinois
|
$2.01M
|
-$935K
|
2
|
1.33%
|
Reduced
|
|
|
2017
|
SPC Financial Inc
Rockville,
Maryland
|
$2M
|
+$120K
|
1
|
0.56%
|
Increased
|
|
|
2018
|
Pettee Investors
Rowayton,
Connecticut
|
$2M
|
+$23.1K
|
1
|
1.81%
|
Increased
|
|
|
2019
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$2M
|
+$1.83M
|
1
|
1.41%
|
New
|
|
|
2020
|
Svenska Handelsbanken
Stockholm,
Sweden
|
$2M
|
$0
|
1
|
2.67%
|
Maintained
|
|
|
2021
|
First Western Capital Management
Los Angeles,
California
|
$1.99M
|
-$1.03M
|
1
|
1.2%
|
Reduced
|
|
|
2022
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.98M
|
+$596K
|
1
|
0.8%
|
Increased
|
|
|
2023
|
High Falls Advisors
Rochester,
New York
|
$1.98M
|
-$109K
|
1
|
0.86%
|
Reduced
|
|
|
2024
|
Park Circle Company
Baltimore,
Maryland
|
$1.98M
|
-$26.3K
|
2
|
1.25%
|
Reduced
|
|
|
2025
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.97M
|
+$31.1K
|
1
|
0.08%
|
Increased
|
|