|
2001
|
Alpha Paradigm Partners
Chicago,
Illinois
|
$81K
|
-$908K
|
1
|
0.03%
|
Reduced
|
|
|
2002
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$81K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2003
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$81K
|
+$74K
|
3
|
0.04%
|
New
|
|
|
2004
|
Clean Yield Group
Norwich,
Vermont
|
$79K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
2005
|
USA Financial Formulas
Ada,
Michigan
|
$79K
|
+$74.7K
|
1
|
0.08%
|
New
|
|
|
2006
|
MYDA Advisors
Woodmere,
New York
|
$78K
|
+$62.6K
|
1
|
0.03%
|
New
|
|
|
2007
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$78K
|
+$62.6K
|
1
|
0.02%
|
New
|
|
|
2008
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$77K
|
+$231
|
2
|
0.02%
|
Increased
|
|
|
2009
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$77K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2010
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$77K
|
+$14.1K
|
3
|
0.01%
|
Increased
|
|
|
2011
|
TFC Financial Management
Boston,
Massachusetts
|
$77K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2012
|
Tucker Asset Management
Littleton,
Colorado
|
$76K
|
-$601
|
2
|
0.02%
|
Reduced
|
|
|
2013
|
James Investment Research
Alpha,
Ohio
|
$72K
|
+$462
|
2
|
0.01%
|
Increased
|
|
|
2014
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$70K
|
-$64.3K
|
1
|
0.05%
|
Reduced
|
|
|
2015
|
High Net Worth Advisory Group
Naples,
Florida
|
$68K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2016
|
Bellevue Asset Management
Bellevue,
Washington
|
$65K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2017
|
Moser Wealth Advisors
Bellevue,
Washington
|
$65K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2018
|
Exane Derivatives
Paris,
France
|
$63K
|
+$19.2K
|
5
|
0.02%
|
Increased
|
|
|
2019
|
Altshuler Shaham
Tel Aviv,
Israel
|
$63K
|
+$63.5K
|
1
|
0%
|
New
|
|
|
2020
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$62K
|
+$17.2K
|
2
|
0.01%
|
Increased
|
|
|
2021
|
Kingfisher Capital
Charlotte,
North Carolina
|
$62K
|
+$49K
|
1
|
0.02%
|
New
|
|
|
2022
|
Burleson & Co
Petaluma,
California
|
$61K
|
+$55.5K
|
4
|
0.01%
|
Increased
|
|
|
2023
|
Gemmer Asset Management
Walnut Creek,
California
|
$61K
|
+$16.1K
|
8
|
0.01%
|
Increased
|
|
|
2024
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$61K
|
-$3.38K
|
2
|
0%
|
Reduced
|
|
|
2025
|
Silvant Capital Management
Atlanta,
Georgia
|
$61K
|
$0
|
1
|
0.01%
|
Maintained
|
|