|
2001
|
Northeast Financial Consultants
Westport,
Connecticut
|
$4.44M
|
-$480K
|
3
|
2.44%
|
Reduced
|
|
|
2002
|
Loeb Partners Corp
New York
|
$4.42M
|
-$690K
|
5
|
1.47%
|
Reduced
|
|
|
2003
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$4.42M
|
-$1.78M
|
1
|
2.98%
|
Reduced
|
|
|
2004
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$4.41M
|
+$1.76M
|
2
|
2.49%
|
Increased
|
|
|
2005
|
Goldstein Munger & Associates
San Ramon,
California
|
$4.4M
|
-$3.5K
|
2
|
1.82%
|
Reduced
|
|
|
2006
|
Balestra Capital
New York
|
$4.4M
|
-$4.42M
|
1
|
5.83%
|
Reduced
|
|
|
2007
|
|
$4.37M
|
$0
|
1
|
1.38%
|
Maintained
|
|
|
2008
|
Fagan Associates
Troy,
New York
|
$4.36M
|
+$87K
|
1
|
3.58%
|
Increased
|
|
|
2009
|
First Houston Capital
Houston,
Texas
|
$4.36M
|
+$59.6K
|
3
|
4.08%
|
Increased
|
|
|
2010
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$4.36M
|
+$159K
|
5
|
2.82%
|
Increased
|
|
|
2011
|
FNY Managed Accounts
New York
|
$4.35M
|
+$4.39M
|
5
|
13.05%
|
New
|
|
|
2012
|
Investment Centers of America
Bismarck,
North Dakota
|
$4.35M
|
+$1.64M
|
6
|
0.77%
|
Increased
|
|
|
2013
|
Princeton Capital Management
Red Bank,
New Jersey
|
$4.35M
|
-$333K
|
3
|
3.96%
|
Reduced
|
|
|
2014
|
Formidable Asset Management
Cincinnati,
Ohio
|
$4.35M
|
+$368K
|
6
|
2.87%
|
Increased
|
|
|
2015
|
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
|
$4.33M
|
+$5.02M
|
1
|
0.53%
|
New
|
|
|
2016
|
High Point Bank & Trust
High Point,
North Carolina
|
$4.32M
|
+$64.1K
|
5
|
1.44%
|
Increased
|
|
|
2017
|
Consolidated Investment Group
Englewood,
Colorado
|
$4.32M
|
$0
|
1
|
2.12%
|
Maintained
|
|
|
2018
|
Union Point Advisors
San Mateo,
California
|
$4.32M
|
+$4.36M
|
1
|
1.71%
|
New
|
|
|
2019
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$4.31M
|
-$23.1K
|
5
|
1.77%
|
Reduced
|
|
|
2020
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$4.3M
|
$0
|
2
|
5.38%
|
Maintained
|
|
|
2021
|
Financial Engines Advisors
Santa Clara,
California
|
$4.3M
|
+$1.95M
|
1
|
3.32%
|
Increased
|
|
|
2022
|
BCWM LLC
Overland Park,
Kansas
|
$4.29M
|
+$908K
|
2
|
2.16%
|
Increased
|
|
|
2023
|
Edge Wealth Management
New York
|
$4.29M
|
+$603K
|
6
|
1.65%
|
Increased
|
|
|
2024
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$4.29M
|
-$32K
|
2
|
2.24%
|
Reduced
|
|
|
2025
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$4.28M
|
-$345K
|
10
|
3.74%
|
Reduced
|
|