|
2001
|
Main Street Research
Lakeville,
Connecticut
|
$395K
|
-$3.32M
|
1
|
0.1%
|
Reduced
|
|
|
2002
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$393K
|
-$2.21M
|
1
|
0.06%
|
Reduced
|
|
|
2003
|
Global Endowment Management
Charlotte,
North Carolina
|
$392K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2004
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$390K
|
-$786K
|
3
|
0.19%
|
Reduced
|
|
|
2005
|
Magnetar Financial
Evanston,
Illinois
|
$388K
|
-$732K
|
1
|
0.01%
|
Reduced
|
|
|
2006
|
Wimmer Associates 1
Pasadena,
California
|
$388K
|
+$73.9K
|
1
|
0.36%
|
Increased
|
|
|
2007
|
MacNealy Hoover Investment Management
Canton,
Ohio
|
$386K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
2008
|
Camelot Portfolios
Maumee,
Ohio
|
$383K
|
+$151K
|
1
|
0.24%
|
Increased
|
|
|
2009
|
Univest Financial
Souderton,
Pennsylvania
|
$382K
|
+$34.9K
|
1
|
0.17%
|
Increased
|
|
|
2010
|
|
$380K
|
+$17.5K
|
1
|
1.64%
|
Increased
|
|
|
2011
|
First Wilshire Securities Management
Pasadena,
California
|
$377K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2012
|
New York Life Trust
New York
|
$375K
|
+$158K
|
2
|
1.62%
|
Increased
|
|
|
2013
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$375K
|
+$285K
|
1
|
0.02%
|
Increased
|
|
|
2014
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$373K
|
+$172K
|
5
|
0.49%
|
Increased
|
|
|
2015
|
Elite Wealth Management
Kirkland,
Washington
|
$371K
|
$0
|
1
|
0.52%
|
Maintained
|
|
|
2016
|
Cacti Asset Management
Atlanta,
Georgia
|
$370K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2017
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$367K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2018
|
Asset Management Group
Stamford,
Connecticut
|
$366K
|
-$29.9K
|
1
|
0.16%
|
Reduced
|
|
|
2019
|
Zevin Asset Management
Boston,
Massachusetts
|
$365K
|
+$5.5K
|
1
|
0.1%
|
Increased
|
|
|
2020
|
Orleans Capital Management
Mandeville,
Louisiana
|
$363K
|
-$4.51K
|
1
|
0.27%
|
Reduced
|
|
|
2021
|
Blume Capital Management
Berkeley,
California
|
$362K
|
-$3.18M
|
3
|
0.25%
|
Reduced
|
|
|
2022
|
Schooner Investment Group
Wayne,
Pennsylvania
|
$359K
|
-$64.3K
|
1
|
0.69%
|
Reduced
|
|
|
2023
|
SignalPoint Asset Management
Springfield,
Missouri
|
$359K
|
+$48.9K
|
1
|
0.15%
|
Increased
|
|
|
2024
|
Sky Investment Group
Hartford,
Connecticut
|
$359K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2025
|
Quality Growth Management
Rancho Santa Fe,
California
|
$358K
|
-$44.4K
|
1
|
0.4%
|
Reduced
|
|