|
2001
|
Soros Fund Management
New York
|
$358K
|
-$1.08M
|
1
|
0%
|
Reduced
|
|
|
2002
|
Cacti Asset Management
Atlanta,
Georgia
|
$357K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2003
|
Liberty Capital Management
Birmingham,
Michigan
|
$357K
|
+$13.9K
|
1
|
0.24%
|
Increased
|
|
|
2004
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$354K
|
-$91.8K
|
1
|
0.17%
|
Reduced
|
|
|
2005
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$349K
|
+$320K
|
1
|
0.02%
|
New
|
|
|
2006
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$347K
|
+$107K
|
1
|
0.19%
|
Increased
|
|
|
2007
|
Zevin Asset Management
Boston,
Massachusetts
|
$346K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2008
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$345K
|
+$121K
|
1
|
0.11%
|
Increased
|
|
|
2009
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$345K
|
+$121K
|
1
|
0.19%
|
Increased
|
|
|
2010
|
Sky Investment Group
Hartford,
Connecticut
|
$345K
|
+$113K
|
1
|
0.18%
|
Increased
|
|
|
2011
|
QCM Cayman
Houston,
Texas
|
$342K
|
-$335K
|
1
|
0.13%
|
Reduced
|
|
|
2012
|
Jones Financial Companies
Des Peres,
Missouri
|
$340K
|
-$111K
|
1
|
0%
|
Reduced
|
|
|
2013
|
|
$338K
|
+$353K
|
1
|
0.08%
|
New
|
|
|
2014
|
Evermay Wealth Management
Arlington,
Virginia
|
$335K
|
-$24.4K
|
1
|
0.2%
|
Reduced
|
|
|
2015
|
Personal Capital Advisors
Redwood City,
California
|
$334K
|
-$10.1M
|
1
|
0.02%
|
Reduced
|
|
|
2016
|
Allworth Financial
Folsom,
California
|
$332K
|
+$25.2K
|
2
|
0.12%
|
Increased
|
|
|
2017
|
Atlas Brown
Louisville,
Kentucky
|
$329K
|
+$4.47K
|
1
|
0.13%
|
Increased
|
|
|
2018
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$326K
|
-$9.47K
|
1
|
0.21%
|
Reduced
|
|
|
2019
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$324K
|
-$57.7K
|
1
|
0.08%
|
Reduced
|
|
|
2020
|
Telemetry Investments
New York
|
$324K
|
-$121K
|
1
|
0.15%
|
Reduced
|
|
|
2021
|
Lombardia Capital Partners
Pasadena,
California
|
$323K
|
-$12.3M
|
1
|
0.01%
|
Reduced
|
|
|
2022
|
Granite Point Capital Management
Boston,
Massachusetts
|
$317K
|
-$2.79M
|
1
|
0.09%
|
Reduced
|
|
|
2023
|
Windsor Capital Management
Phoenix,
Arizona
|
$317K
|
+$24.5K
|
1
|
0.18%
|
Increased
|
|
|
2024
|
Algert Global
San Francisco,
California
|
$316K
|
-$159K
|
1
|
0.17%
|
Reduced
|
|
|
2025
|
Harfst & Associates
Sheridan,
Wyoming
|
$312K
|
+$326K
|
1
|
0.18%
|
New
|
|