|
2001
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$411K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
2002
|
GSB Wealth Management
Guilford,
Connecticut
|
$410K
|
$0
|
1
|
1.85%
|
Maintained
|
|
|
2003
|
IPG Investment Advisors
San Diego,
California
|
$410K
|
+$152K
|
2
|
0.17%
|
Increased
|
|
|
2004
|
Trust Company
Manhattan,
Kansas
|
$409K
|
+$31.2K
|
3
|
0.17%
|
Increased
|
|
|
2005
|
Guardian Life Insurance
New York
|
$407K
|
+$127K
|
4
|
0.09%
|
Increased
|
|
|
2006
|
Freedom Day Solutions
Houston,
Texas
|
$406K
|
+$365K
|
1
|
0.34%
|
New
|
|
|
2007
|
Private Wealth Partners
Mill Valley,
California
|
$405K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2008
|
DC Investments Management
Mclean,
Virginia
|
$402K
|
+$399K
|
1
|
0.17%
|
New
|
|
|
2009
|
Harfst & Associates
Sheridan,
Wyoming
|
$401K
|
+$12.1K
|
1
|
0.16%
|
Increased
|
|
|
2010
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$401K
|
+$377K
|
1
|
0.33%
|
New
|
|
|
2011
|
Pin Oak Investment Advisors
Houston,
Texas
|
$400K
|
+$369K
|
4
|
0.31%
|
New
|
|
|
2012
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$399K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2013
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$396K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2014
|
Winslow Asset Management
Beachwood,
Ohio
|
$395K
|
-$5.58K
|
1
|
0.07%
|
Reduced
|
|
|
2015
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$394K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2016
|
Thompson Davis & Co
Richmond,
Virginia
|
$392K
|
+$219K
|
9
|
0.93%
|
Increased
|
|
|
2017
|
Ridgewood Investments
Springfield,
New Jersey
|
$391K
|
$0
|
1
|
0.35%
|
Maintained
|
|
|
2018
|
|
$385K
|
+$57K
|
1
|
0.14%
|
Increased
|
|
|
2019
|
First Nebraska Trust
Lincoln,
Nebraska
|
$384K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2020
|
Bellecapital
Zurich,
Switzerland
|
$383K
|
+$374K
|
1
|
0.31%
|
New
|
|
|
2021
|
Harvest Capital Management
Concord,
New Hampshire
|
$383K
|
-$5.43K
|
1
|
0.14%
|
Reduced
|
|
|
2022
|
Joel Isaacson & Co
New York
|
$383K
|
+$1.05K
|
1
|
0.07%
|
Increased
|
|
|
2023
|
Sun Valley Gold
Sun Valley,
Idaho
|
$383K
|
-$221K
|
1
|
0.06%
|
Reduced
|
|
|
2024
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$382K
|
+$365K
|
6
|
0.15%
|
New
|
|
|
2025
|
Excalibur Management
Waltham,
Massachusetts
|
$381K
|
-$6.66K
|
1
|
0.32%
|
Reduced
|
|