|
2001
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$71K
|
+$196
|
2
|
0.04%
|
Increased
|
|
|
2002
|
Estate Counselors
Thiensville,
Wisconsin
|
$70K
|
+$10.1K
|
1
|
0.02%
|
Increased
|
|
|
2003
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$70K
|
+$63.6K
|
3
|
0.18%
|
New
|
|
|
2004
|
Paracle Advisors
Mercer Island,
Washington
|
$68K
|
+$65.4K
|
1
|
0.04%
|
New
|
|
|
2005
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$68K
|
-$610K
|
2
|
0.05%
|
Reduced
|
|
|
2006
|
River Global Investors
London,
United Kingdom
|
$68K
|
+$60.2K
|
1
|
0.03%
|
New
|
|
|
2007
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$66K
|
+$65.6K
|
2
|
0.04%
|
New
|
|
|
2008
|
Stonehage Fleming (UK)
London,
United Kingdom
|
$66K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2009
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$64K
|
-$9.74M
|
3
|
0%
|
Reduced
|
|
|
2010
|
Klingman & Associates
New York
|
$59K
|
-$11.8K
|
4
|
0.02%
|
Reduced
|
|
|
2011
|
Parasol Investment Management
Westmont,
Illinois
|
$58K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2012
|
British Steel Pension Fund
London,
United Kingdom
|
$54K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2013
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$54K
|
-$3.13K
|
1
|
0.04%
|
Reduced
|
|
|
2014
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$53K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2015
|
Laidlaw Group
Bedford Hills,
New York
|
$52K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2016
|
Financial Engines Advisors
Santa Clara,
California
|
$51K
|
-$32.8K
|
1
|
0.04%
|
Reduced
|
|
|
2017
|
LBA Wealth Management
Jacksonville,
Florida
|
$50K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2018
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$49K
|
-$1K
|
1
|
0.02%
|
Reduced
|
|
|
2019
|
McRae Capital Management
Morristown,
New Jersey
|
$48K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2020
|
Front Barnett Associates
Chicago,
Illinois
|
$47K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2021
|
Spectrum Management Group
Indianapolis,
Indiana
|
$46K
|
-$19.3K
|
2
|
0.02%
|
Reduced
|
|
|
2022
|
Keel Point
Huntsville,
Alabama
|
$45K
|
+$41.8K
|
1
|
0.02%
|
New
|
|
|
2023
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$42K
|
-$18K
|
1
|
0.02%
|
Reduced
|
|
|
2024
|
Ironwood Financial
Tucson,
Arizona
|
$42K
|
+$7.33K
|
4
|
0.02%
|
Increased
|
|
|
2025
|
Tortoise Investment Management
White Plains,
New York
|
$41K
|
-$18K
|
3
|
0.02%
|
Reduced
|
|