|
2001
|
South Georgia Capital
Naperville,
Illinois
|
$34K
|
-$1.48M
|
2
|
0.04%
|
Reduced
|
|
|
2002
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$32K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2003
|
CFS LLC
Oklahoma City,
Oklahoma
|
$29K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2004
|
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
|
$28K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2005
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$27K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2006
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$26K
|
+$906
|
2
|
0.02%
|
Increased
|
|
|
2007
|
Payden & Rygel
Los Angeles,
California
|
$24K
|
-$3.61M
|
1
|
0.01%
|
Reduced
|
|
|
2008
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$21.8K
|
-$124
|
2
|
2.74%
|
Reduced
|
|
|
2009
|
Lasalle Investment Management Securities
Baltimore,
Maryland
|
$21K
|
+$21.3K
|
1
|
0%
|
New
|
|
|
2010
|
SRH Advisors
Salina,
Kansas
|
$20K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2011
|
Garrison Bradford & Associates
New York
|
$19K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2012
|
Pathstone Family Office
Englewood,
New Jersey
|
$19K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
2013
|
Raffa Wealth Management
Washington,
District of Columbia
|
$14.5K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2014
|
First Eagle Investment Management
New York
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2015
|
Financial Advantage
Columbia,
Maryland
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2016
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$11K
|
+$8.27K
|
1
|
0.01%
|
Increased
|
|
|
2017
|
Wealthcare Capital Management
Richmond,
Virginia
|
$11K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$9.67K
|
-$10K
|
1
|
0%
|
Reduced
|
|
|
2019
|
Macroview Investment Management
Bethesda,
Maryland
|
$6K
|
-$6K
|
2
|
0.01%
|
Reduced
|
|
|
2020
|
GM Advisory Group
Melville,
New York
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2021
|
Amida Capital Management II
New York
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2022
|
Qualcomm Inc
San Diego,
California
|
$3K
|
-$1.76M
|
1
|
0%
|
Reduced
|
|
|
2023
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2024
|
ACK Asset Management
Greenwich,
Connecticut
|
$0
|
-$8.21M
|
0
|
–
|
Closed
|
|
|
2025
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$0
|
-$1.91M
|
0
|
–
|
Closed
|
|