|
2001
|
Security Asset Management
New York
|
$7M
|
-$21.6K
|
5
|
6.71%
|
Reduced
|
|
|
2002
|
WFG Advisors
Dallas,
Texas
|
$6.99M
|
+$898K
|
13
|
1.87%
|
Increased
|
|
|
2003
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$6.97M
|
+$154K
|
1
|
1.94%
|
Increased
|
|
|
2004
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$6.97M
|
+$2.33M
|
11
|
2.31%
|
Increased
|
|
|
2005
|
Hutchin Hill Capital
New York
|
$6.97M
|
-$9.8M
|
4
|
0.23%
|
Reduced
|
|
|
2006
|
Kelleher Financial Advisors
New York
|
$6.94M
|
-$259K
|
4
|
4.21%
|
Reduced
|
|
|
2007
|
Forester Capital Management
Lake Forest,
Illinois
|
$6.91M
|
+$67.1K
|
2
|
6.42%
|
Increased
|
|
|
2008
|
Choreo LLC
Rockford,
Illinois
|
$6.9M
|
+$1.05M
|
6
|
1.33%
|
Increased
|
|
|
2009
|
Mirador Capital Partners
Pleasanton,
California
|
$6.9M
|
+$472K
|
5
|
6.92%
|
Increased
|
|
|
2010
|
Profit Investment Management
North Bethesda,
Maryland
|
$6.89M
|
-$12.4M
|
4
|
5.58%
|
Reduced
|
|
|
2011
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.86M
|
+$3.14M
|
5
|
4.29%
|
Increased
|
|
|
2012
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$6.86M
|
-$77.9K
|
2
|
6.38%
|
Reduced
|
|
|
2013
|
Genesee Valley Trust
Pittsford,
New York
|
$6.86M
|
-$286K
|
5
|
4.45%
|
Reduced
|
|
|
2014
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$6.84M
|
-$39.8K
|
10
|
1.17%
|
Reduced
|
|
|
2015
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$6.83M
|
+$290K
|
2
|
2.44%
|
Increased
|
|
|
2016
|
Sentinel Trust
Houston,
Texas
|
$6.82M
|
-$2.55M
|
3
|
0.97%
|
Reduced
|
|
|
2017
|
Credential Securities
Vancouver,
|
$6.79M
|
+$544K
|
5
|
3.53%
|
Increased
|
|
|
2018
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$6.78M
|
+$394K
|
5
|
5.89%
|
Increased
|
|
|
2019
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$6.78M
|
+$510K
|
5
|
0.06%
|
Increased
|
|
|
2020
|
Harbour Investment Management
Edmonds,
Washington
|
$6.77M
|
-$36.1K
|
2
|
5.18%
|
Reduced
|
|
|
2021
|
|
$6.77M
|
-$42.6K
|
6
|
5.04%
|
Reduced
|
|
|
2022
|
Benin Management Corp
Wilton,
Connecticut
|
$6.77M
|
+$53.8K
|
5
|
3.5%
|
Increased
|
|
|
2023
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$6.75M
|
-$24.2K
|
4
|
5.27%
|
Reduced
|
|
|
2024
|
Qualcomm Inc
San Diego,
California
|
$6.74M
|
$0
|
1
|
0.91%
|
Maintained
|
|
|
2025
|
BRC Investment Management
Greenwood Village,
Colorado
|
$6.72M
|
+$5.22M
|
1
|
1.17%
|
Increased
|
|