|
2001
|
Ashburton (Jersey)
St Helier,
Jersey
|
$139K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2002
|
Gladius Capital Management
Chicago,
Illinois
|
$136K
|
+$148K
|
1
|
0.01%
|
New
|
|
|
2003
|
Leelyn Smith
Geneva,
Illinois
|
$135K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2004
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$134K
|
+$145K
|
2
|
0.08%
|
New
|
|
|
2005
|
Horan Securities
Cincinnati,
United States
|
$132K
|
+$78.9K
|
1
|
0.11%
|
Increased
|
|
|
2006
|
QVR
San Francisco,
California
|
$131K
|
+$143K
|
1
|
0.01%
|
New
|
|
|
2007
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$131K
|
+$101K
|
1
|
0.03%
|
Increased
|
|
|
2008
|
Hartford Financial Management
Hartford,
Connecticut
|
$128K
|
-$16.3K
|
1
|
0.03%
|
Reduced
|
|
|
2009
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$127K
|
+$33.3K
|
1
|
0.06%
|
Increased
|
|
|
2010
|
TFC Financial Management
Boston,
Massachusetts
|
$127K
|
+$144
|
1
|
0.05%
|
Increased
|
|
|
2011
|
First Horizon Corporation
Memphis,
Tennessee
|
$125K
|
+$26.7K
|
1
|
0.01%
|
Increased
|
|
|
2012
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$125K
|
+$13.6K
|
1
|
0.22%
|
Increased
|
|
|
2013
|
Liberty Wealth Management
Oakland,
California
|
$121K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
2014
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$120K
|
-$588K
|
1
|
0.05%
|
Reduced
|
|
|
2015
|
Perritt Capital Management
Chicago,
Illinois
|
$117K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2016
|
Field & Main Bank
Henderson,
Kentucky
|
$116K
|
+$75K
|
1
|
0.08%
|
Increased
|
|
|
2017
|
First Personal Financial Services
Charlotte,
North Carolina
|
$116K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2018
|
McIlrath & Eck
Arlington,
Washington
|
$115K
|
+$12.1K
|
1
|
0.04%
|
Increased
|
|
|
2019
|
Country Trust Bank
Bloomington,
Illinois
|
$113K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2020
|
McCarthy Asset Management
Redwood Shores,
California
|
$113K
|
+$49.6K
|
1
|
0.09%
|
Increased
|
|
|
2021
|
First Command Bank
Fort Worth,
Texas
|
$109K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2022
|
First Command Financial Services
Fort Worth,
Texas
|
$109K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2023
|
Capitolis Advisors
New York
|
$107K
|
-$10.3M
|
1
|
0%
|
Reduced
|
|
|
2024
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$106K
|
-$2.4M
|
1
|
0.09%
|
Reduced
|
|
|
2025
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$105K
|
+$288
|
1
|
0.05%
|
Increased
|
|