|
2001
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$2.24M
|
+$92.3K
|
4
|
1.54%
|
Increased
|
|
|
2002
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2.24M
|
-$78.5K
|
1
|
2.03%
|
Reduced
|
|
|
2003
|
Sutton Wealth Advisors
Tampa,
Florida
|
$2.23M
|
-$40.8K
|
2
|
1.71%
|
Reduced
|
|
|
2004
|
Snow Capital Management
Sewickley,
Pennsylvania
|
$2.23M
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2005
|
Carl Domino
West Palm Beach,
Florida
|
$2.23M
|
-$84.9K
|
1
|
2.72%
|
Reduced
|
|
|
2006
|
|
$2.23M
|
-$2.68M
|
1
|
2.78%
|
Reduced
|
|
|
2007
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.21M
|
-$3.26K
|
1
|
0.65%
|
Reduced
|
|
|
2008
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.2M
|
-$9.93K
|
1
|
0.23%
|
Reduced
|
|
|
2009
|
Profit Investment Management
North Bethesda,
Maryland
|
$2.2M
|
-$59.7K
|
1
|
1.92%
|
Reduced
|
|
|
2010
|
Ritholtz Wealth Management
New York
|
$2.19M
|
+$252K
|
1
|
0.82%
|
Increased
|
|
|
2011
|
Garner Asset Management Corp
Plano,
Texas
|
$2.19M
|
+$45.6K
|
1
|
1.95%
|
Increased
|
|
|
2012
|
IMS Capital Management
Portland,
Oregon
|
$2.17M
|
-$562K
|
1
|
1.39%
|
Reduced
|
|
|
2013
|
Svenska Handelsbanken
Stockholm,
Sweden
|
$2.17M
|
+$279K
|
1
|
2.94%
|
Increased
|
|
|
2014
|
Friess Associates
Greenville,
Delaware
|
$2.17M
|
-$132K
|
1
|
0.19%
|
Reduced
|
|
|
2015
|
Manning & Napier Advisors
Fairport,
New York
|
$2.16M
|
-$51M
|
1
|
0.02%
|
Reduced
|
|
|
2016
|
Secor Capital Advisors
New York
|
$2.14M
|
+$2.16M
|
1
|
0.2%
|
New
|
|
|
2017
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$2.14M
|
-$482K
|
1
|
0.65%
|
Reduced
|
|
|
2018
|
Peak Financial Management
Wellesley,
Massachusetts
|
$2.13M
|
+$10.9K
|
1
|
0.82%
|
Increased
|
|
|
2019
|
First Financial Corp
Terre Haute,
Indiana
|
$2.13M
|
-$190K
|
1
|
1.39%
|
Reduced
|
|
|
2020
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$2.13M
|
+$52K
|
1
|
1%
|
Increased
|
|
|
2021
|
High Falls Advisors
Rochester,
New York
|
$2.12M
|
-$15.7K
|
1
|
0.8%
|
Reduced
|
|
|
2022
|
Round Hill Asset Management
Pasadena,
California
|
$2.12M
|
$0
|
1
|
1.21%
|
Maintained
|
|
|
2023
|
Corient Capital Partners
Newport Beach,
California
|
$2.11M
|
-$4.58M
|
1
|
0.4%
|
Reduced
|
|
|
2024
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$2.1M
|
-$11.4M
|
1
|
2.04%
|
Reduced
|
|
|
2025
|
Monroe Bank & Trust
Monroe,
Michigan
|
$2.1M
|
-$297K
|
1
|
0.69%
|
Reduced
|
|