|
2001
|
WESPAC Advisors SoCal
Pasadena,
California
|
$202K
|
+$778
|
3
|
0.13%
|
Increased
|
|
|
2002
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$200K
|
+$199K
|
1
|
0.07%
|
New
|
|
|
2003
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$200K
|
-$4.31M
|
1
|
0.13%
|
Reduced
|
|
|
2004
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$200K
|
-$35.5K
|
1
|
0.04%
|
Reduced
|
|
|
2005
|
Vigilant Capital Management
Portland,
Maine
|
$198K
|
+$35.1K
|
4
|
0.03%
|
Increased
|
|
|
2006
|
Arax Advisory Partners
Denver,
Colorado
|
$196K
|
+$84.6K
|
6
|
0.09%
|
Increased
|
|
|
2007
|
Schulhoff & Co
Cincinnati,
Ohio
|
$196K
|
-$206K
|
1
|
0.12%
|
Reduced
|
|
|
2008
|
Whitnell & Co
Oak Brook,
Illinois
|
$193K
|
-$403
|
3
|
0.09%
|
Reduced
|
|
|
2009
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$191K
|
-$2.3K
|
5
|
0.2%
|
Reduced
|
|
|
2010
|
Capstone Investment Advisors (Netherlands)
New York
|
$182K
|
-$324K
|
1
|
0.63%
|
Reduced
|
|
|
2011
|
Gemmer Asset Management
Walnut Creek,
California
|
$179K
|
+$2.72K
|
8
|
0.07%
|
Increased
|
|
|
2012
|
J.W. Burns & Co
Dewitt,
New York
|
$177K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2013
|
Nine Chapters Capital Management
Short Hills,
New Jersey
|
$176K
|
-$792K
|
1
|
1.67%
|
Reduced
|
|
|
2014
|
RPG Investment Advisory
Pleasanton,
California
|
$174K
|
+$164K
|
3
|
0.05%
|
New
|
|
|
2015
|
Armbruster Capital Management
Pittsford,
New York
|
$171K
|
+$33.6K
|
3
|
0.09%
|
Increased
|
|
|
2016
|
D'Orazio & Associates
Falls Church,
Virginia
|
$171K
|
-$13.7K
|
3
|
0.07%
|
Reduced
|
|
|
2017
|
Fortaleza Asset Management
Chicago,
Illinois
|
$168K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
2018
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$168K
|
+$157K
|
3
|
0.02%
|
Increased
|
|
|
2019
|
Cavalry Management Group
San Francisco,
California
|
$166K
|
+$4.33K
|
2
|
0.07%
|
Increased
|
|
|
2020
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$164K
|
-$2.77K
|
1
|
0.12%
|
Reduced
|
|
|
2021
|
Delphi Private Advisors
San Diego,
California
|
$161K
|
+$9.08K
|
3
|
0.32%
|
Increased
|
|
|
2022
|
Hexavest
Montreal,
Quebec, Canada
|
$156K
|
-$529
|
2
|
0%
|
Reduced
|
|
|
2023
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$154K
|
-$9.99K
|
4
|
0.07%
|
Reduced
|
|
|
2024
|
American Beacon Advisors
Irving,
Texas
|
$154K
|
$0
|
2
|
1.97%
|
Maintained
|
|
|
2025
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$153K
|
-$3.61K
|
9
|
0.12%
|
Reduced
|
|