|
2001
|
Tarbox Family Office
Newport Beach,
California
|
$137K
|
-$14.3K
|
4
|
0.07%
|
Reduced
|
|
|
2002
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$136K
|
+$282
|
3
|
0.1%
|
Increased
|
|
|
2003
|
Norway Savings Bank
Portland,
Maine
|
$133K
|
-$13.7K
|
2
|
0.14%
|
Reduced
|
|
|
2004
|
Financial Management Professionals
Austin,
Texas
|
$132K
|
-$122
|
4
|
0.07%
|
Reduced
|
|
|
2005
|
Cavalry Management Group
San Francisco,
California
|
$130K
|
+$38.2K
|
2
|
0.05%
|
Increased
|
|
|
2006
|
Gilbert & Cook
West Des Moines,
Iowa
|
$130K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2007
|
Armbruster Capital Management
Pittsford,
New York
|
$129K
|
-$91
|
3
|
0.07%
|
Reduced
|
|
|
2008
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$129K
|
-$14.7K
|
3
|
0.09%
|
Reduced
|
|
|
2009
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$128K
|
-$2.13K
|
3
|
0.09%
|
Reduced
|
|
|
2010
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$128K
|
+$777K
|
1
|
0.02%
|
New
|
|
|
2011
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$125K
|
+$17.5K
|
4
|
0.05%
|
Increased
|
|
|
2012
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$123K
|
+$242
|
2
|
0.1%
|
Increased
|
|
|
2013
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$123K
|
-$28.4K
|
3
|
0.09%
|
Reduced
|
|
|
2014
|
Tompkins Financial
Ithaca,
New York
|
$122K
|
-$75.6K
|
3
|
0.03%
|
Reduced
|
|
|
2015
|
CSS LLC
Chicago,
Illinois
|
$121K
|
-$2.05M
|
2
|
0.01%
|
Reduced
|
|
|
2016
|
Veritas Investment Management (UK)
London,
United Kingdom
|
$121K
|
-$1.18M
|
1
|
0.05%
|
Reduced
|
|
|
2017
|
SFMG Wealth Advisors
Plano,
Texas
|
$120K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2018
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
$116K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2019
|
J.W. Burns & Co
Dewitt,
New York
|
$115K
|
-$17.9K
|
1
|
0.03%
|
Reduced
|
|
|
2020
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$113K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2021
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
$108K
|
-$451K
|
6
|
0.28%
|
Reduced
|
|
|
2022
|
Westport Asset Management
Southport,
Connecticut
|
$108K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2023
|
Oakwood Capital Management
Los Angeles,
California
|
$107K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2024
|
Trust Asset Management
Houston,
Texas
|
$106K
|
-$1.92K
|
1
|
0.04%
|
Reduced
|
|
|
2025
|
Wynnefield Capital
New York
|
$106K
|
$0
|
1
|
0.04%
|
Maintained
|
|