|
2001
|
Focused Wealth Management
Newburgh,
New York
|
$155K
|
-$78.7K
|
3
|
0.05%
|
Reduced
|
|
|
2002
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$155K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2003
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$152K
|
+$38.8K
|
4
|
0.11%
|
Increased
|
|
|
2004
|
Royal Fund Management
Lady Lake,
Florida
|
$150K
|
-$4.59K
|
4
|
0.06%
|
Reduced
|
|
|
2005
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$148K
|
-$37.8K
|
3
|
0.05%
|
Reduced
|
|
|
2006
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$147K
|
-$17.7K
|
2
|
0.07%
|
Reduced
|
|
|
2007
|
Two Sigma Securities
New York
|
$147K
|
-$2.53M
|
1
|
0.01%
|
Reduced
|
|
|
2008
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$146K
|
-$5K
|
2
|
0.1%
|
Reduced
|
|
|
2009
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$138K
|
+$4.41K
|
1
|
0.07%
|
Increased
|
|
|
2010
|
Harvest Fund Management
Beijing,
China
|
$138K
|
+$116K
|
1
|
0.02%
|
Increased
|
|
|
2011
|
Isthmus Partners
Madison,
Wisconsin
|
$137K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
2012
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$134K
|
+$5.81K
|
3
|
0.18%
|
Increased
|
|
|
2013
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$132K
|
-$3.7K
|
1
|
0.05%
|
Reduced
|
|
|
2014
|
Alexandria Capital
Arlington,
Virginia
|
$130K
|
+$101
|
3
|
0.03%
|
Increased
|
|
|
2015
|
Cowen Prime Advisors
New York
|
$129K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2016
|
Country Trust Bank
Bloomington,
Illinois
|
$128K
|
+$6.5K
|
2
|
0.01%
|
Increased
|
|
|
2017
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$127K
|
+$121K
|
3
|
0.01%
|
New
|
|
|
2018
|
FNY Managed Accounts
New York
|
$127K
|
+$98.7K
|
4
|
0.17%
|
Increased
|
|
|
2019
|
Kempner Capital Management
Galveston,
Texas
|
$123K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2020
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$122K
|
+$18.3K
|
3
|
0.05%
|
Increased
|
|
|
2021
|
Ruggie Capital Group
Tavares,
Florida
|
$122K
|
-$8.62K
|
1
|
0.08%
|
Reduced
|
|
|
2022
|
Solaris Asset Management
New York
|
$121K
|
+$7.28K
|
1
|
0.07%
|
Increased
|
|
|
2023
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$116K
|
+$39.9K
|
3
|
0.1%
|
Increased
|
|
|
2024
|
Financial Advantage
Columbia,
Maryland
|
$116K
|
+$118K
|
1
|
0.09%
|
New
|
|
|
2025
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$114K
|
+$8.42K
|
2
|
0.08%
|
Increased
|
|