|
2001
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$65K
|
+$70.8K
|
1
|
0.06%
|
New
|
|
|
2002
|
Spectrum Management Group
Indianapolis,
Indiana
|
$64K
|
+$21K
|
3
|
0.03%
|
Increased
|
|
|
2003
|
Blackhill Capital
Morristown,
New Jersey
|
$61K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2004
|
Laidlaw Group
Bedford Hills,
New York
|
$60K
|
+$79.2K
|
1
|
0.03%
|
New
|
|
|
2005
|
Klingman & Associates
New York
|
$59K
|
+$60.9K
|
4
|
0.02%
|
New
|
|
|
2006
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$58K
|
-$1.93K
|
2
|
0.04%
|
Reduced
|
|
|
2007
|
Estate Counselors
Thiensville,
Wisconsin
|
$56K
|
+$59.6K
|
1
|
0.02%
|
New
|
|
|
2008
|
Tortoise Investment Management
White Plains,
New York
|
$56K
|
-$20.2K
|
5
|
0.02%
|
Reduced
|
|
|
2009
|
Parasol Investment Management
Westmont,
Illinois
|
$53K
|
-$27.9K
|
1
|
0.04%
|
Reduced
|
|
|
2010
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$52K
|
+$53.5K
|
2
|
0.04%
|
New
|
|
|
2011
|
Keel Point Advisors
Vienna,
Virginia
|
$51K
|
+$58.6K
|
1
|
0.04%
|
New
|
|
|
2012
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$50K
|
-$336
|
4
|
0.03%
|
Reduced
|
|
|
2013
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$50K
|
-$2.57M
|
1
|
0.01%
|
Reduced
|
|
|
2014
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$49K
|
-$706
|
2
|
0.02%
|
Reduced
|
|
|
2015
|
Stonehage Fleming (UK)
London,
United Kingdom
|
$49K
|
-$41K
|
1
|
0.02%
|
Reduced
|
|
|
2016
|
LBA Wealth Management
Jacksonville,
Florida
|
$46K
|
-$3K
|
2
|
0.03%
|
Reduced
|
|
|
2017
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$45K
|
+$55.1K
|
2
|
0.04%
|
New
|
|
|
2018
|
Nelson Capital Management
Menlo Park,
California
|
$45K
|
-$8.91K
|
2
|
0.02%
|
Reduced
|
|
|
2019
|
Senvest Management
New York
|
$45K
|
-$183K
|
1
|
0%
|
Reduced
|
|
|
2020
|
Ruggie Capital Group
Tavares,
Florida
|
$44K
|
+$46.4K
|
1
|
0.04%
|
New
|
|
|
2021
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$43K
|
+$47K
|
2
|
0.05%
|
New
|
|
|
2022
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$40K
|
-$605
|
1
|
0.03%
|
Reduced
|
|
|
2023
|
|
$39K
|
+$39.7K
|
1
|
0%
|
New
|
|
|
2024
|
Front Barnett Associates
Chicago,
Illinois
|
$39K
|
-$657K
|
1
|
0.01%
|
Reduced
|
|
|
2025
|
Espalier Global Management
New York
|
$38K
|
-$6.49M
|
1
|
0.01%
|
Reduced
|
|