|
2001
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$445K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
2002
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$445K
|
-$100K
|
2
|
0.06%
|
Reduced
|
|
|
2003
|
R.G. Niederhoffer Capital Management
New York
|
$443K
|
+$449K
|
1
|
2.55%
|
New
|
|
|
2004
|
First Personal Financial Services
Charlotte,
North Carolina
|
$440K
|
-$89.6K
|
3
|
0.15%
|
Reduced
|
|
|
2005
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$438K
|
-$200K
|
1
|
0.14%
|
Reduced
|
|
|
2006
|
B. Riley Financial
Los Angeles,
California
|
$433K
|
+$416K
|
1
|
0.11%
|
New
|
|
|
2007
|
Professional Planning
Thousand Oaks,
California
|
$431K
|
+$4.36K
|
1
|
0.68%
|
Increased
|
|
|
2008
|
Winslow Asset Management
Beachwood,
Ohio
|
$429K
|
-$5.42K
|
1
|
0.08%
|
Reduced
|
|
|
2009
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$427K
|
-$13.8K
|
1
|
0.08%
|
Reduced
|
|
|
2010
|
Keating Investment Counselors
Delray Beach,
Florida
|
$425K
|
-$32.1K
|
1
|
0.2%
|
Reduced
|
|
|
2011
|
Cribstone Capital Management
Augusta,
Maine
|
$424K
|
-$7.84K
|
9
|
0.21%
|
Reduced
|
|
|
2012
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$422K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2013
|
Schulhoff & Co
Cincinnati,
Ohio
|
$422K
|
-$2.84K
|
2
|
0.25%
|
Reduced
|
|
|
2014
|
Benin Management Corp
Wilton,
Connecticut
|
$421K
|
-$4.09K
|
1
|
0.19%
|
Reduced
|
|
|
2015
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$421K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2016
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$421K
|
+$45K
|
1
|
0.23%
|
Increased
|
|
|
2017
|
First Nebraska Trust
Lincoln,
Nebraska
|
$421K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2018
|
|
$419K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2019
|
Harfst & Associates
Sheridan,
Wyoming
|
$419K
|
+$4.58K
|
1
|
0.18%
|
Increased
|
|
|
2020
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$415K
|
$0
|
1
|
0.36%
|
Maintained
|
|
|
2021
|
EP Wealth Advisors
Torrance,
California
|
$410K
|
+$22.5K
|
1
|
0.04%
|
Increased
|
|
|
2022
|
First Command Bank
Fort Worth,
Texas
|
$410K
|
-$52.9K
|
4
|
0.12%
|
Reduced
|
|
|
2023
|
First Command Financial Services
Fort Worth,
Texas
|
$410K
|
-$52.9K
|
4
|
0.01%
|
Reduced
|
|
|
2024
|
Blue Fin Capital
Warren,
Rhode Island
|
$406K
|
-$8.32K
|
1
|
0.22%
|
Reduced
|
|
|
2025
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$403K
|
-$232K
|
6
|
0.07%
|
Reduced
|
|