|
2001
|
Weybosset Research & Management
Province,
Rhode Island
|
$278K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2002
|
Beech Hill Advisors
New York
|
$275K
|
+$343
|
1
|
0.14%
|
Increased
|
|
|
2003
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$275K
|
-$27.7K
|
5
|
0.06%
|
Reduced
|
|
|
2004
|
Baystate Wealth Management
Boston,
Massachusetts
|
$274K
|
+$17.1K
|
1
|
0.09%
|
Increased
|
|
|
2005
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$273K
|
-$1.03K
|
1
|
0.1%
|
Reduced
|
|
|
2006
|
Rockland Trust
Hanover,
Massachusetts
|
$270K
|
+$37.9K
|
1
|
0.06%
|
Increased
|
|
|
2007
|
CKW Financial Group
Honolulu,
Hawaii
|
$269K
|
+$26.3K
|
3
|
0.11%
|
Increased
|
|
|
2008
|
Pettee Investors
Rowayton,
Connecticut
|
$265K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
2009
|
Chelsea Counsel Company
Los Angeles,
California
|
$261K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2010
|
Nadler Financial Group
Deerfield,
Illinois
|
$259K
|
+$31.2K
|
1
|
0.13%
|
Increased
|
|
|
2011
|
SignalPoint Asset Management
Springfield,
Missouri
|
$259K
|
+$9.5K
|
1
|
0.12%
|
Increased
|
|
|
2012
|
Cable Hill Partners
Portland,
Oregon
|
$258K
|
+$241K
|
7
|
0.25%
|
New
|
|
|
2013
|
HighTower Trust
Houston,
Texas
|
$257K
|
-$51.6K
|
1
|
0.04%
|
Reduced
|
|
|
2014
|
Plancorp LLC
Saint Louis,
Missouri
|
$257K
|
-$244K
|
1
|
0.27%
|
Reduced
|
|
|
2015
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$253K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2016
|
Kays Financial Advisory
Atlanta,
Georgia
|
$251K
|
+$233K
|
1
|
0.17%
|
New
|
|
|
2017
|
Montecito Bank & Trust
Santa Barbara,
California
|
$250K
|
+$232K
|
1
|
0.13%
|
New
|
|
|
2018
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$250K
|
+$11.2K
|
1
|
0.19%
|
Increased
|
|
|
2019
|
JBF Capital
Aspen,
Colorado
|
$246K
|
+$253K
|
1
|
0.04%
|
New
|
|
|
2020
|
Sky Investment Group
Hartford,
Connecticut
|
$246K
|
-$7.1K
|
1
|
0.13%
|
Reduced
|
|
|
2021
|
Relative Value Partners
Northbrook,
Illinois
|
$245K
|
-$51.6K
|
1
|
0.03%
|
Reduced
|
|
|
2022
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$244K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2023
|
Verus Financial Partners
Richmond,
Virginia
|
$242K
|
-$20K
|
1
|
0.13%
|
Reduced
|
|
|
2024
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$240K
|
-$2.39K
|
2
|
0.16%
|
Reduced
|
|
|
2025
|
Kimelman & Baird
New York
|
$239K
|
+$222K
|
1
|
0.04%
|
New
|
|