|
2001
|
Aspiriant Holdings S3
Los Angeles,
California
|
$207K
|
+$202K
|
1
|
0.08%
|
New
|
|
|
2002
|
Emerging Global Advisors
New York
|
$207K
|
+$212K
|
1
|
0.08%
|
New
|
|
|
2003
|
Financial Advisory Group
Houston,
Texas
|
$207K
|
+$193K
|
1
|
0.12%
|
New
|
|
|
2004
|
Hartford Financial Management
Hartford,
Connecticut
|
$205K
|
+$50
|
4
|
0.13%
|
Increased
|
|
|
2005
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$205K
|
-$3.13M
|
4
|
0.34%
|
Reduced
|
|
|
2006
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$204K
|
+$222K
|
1
|
0.06%
|
New
|
|
|
2007
|
Loeb Partners Corp
New York
|
$204K
|
-$283K
|
1
|
0.07%
|
Reduced
|
|
|
2008
|
Mariner Investment Group
Harrison,
New York
|
$204K
|
-$2.05M
|
1
|
0.03%
|
Reduced
|
|
|
2009
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$203K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2010
|
Zuckerman Investment Group
Chicago,
Illinois
|
$203K
|
+$207K
|
1
|
0.05%
|
New
|
|
|
2011
|
Aris Wealth Services
State College,
Pennsylvania
|
$202K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
2012
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$199K
|
+$39K
|
3
|
0.16%
|
Increased
|
|
|
2013
|
Atlas Brown
Louisville,
Kentucky
|
$199K
|
+$23.5K
|
1
|
0.14%
|
Increased
|
|
|
2014
|
S&T Bank
Indiana,
Pennsylvania
|
$191K
|
+$179K
|
1
|
0.03%
|
New
|
|
|
2015
|
Check Capital Management
Costa Mesa,
California
|
$188K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2016
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$186K
|
+$202K
|
1
|
0.12%
|
New
|
|
|
2017
|
Orinda Asset Management
Lafayette,
California
|
$178K
|
-$161K
|
1
|
0.4%
|
Reduced
|
|
|
2018
|
Zions Trust National Association
Salt Lake City,
Utah
|
$174K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2019
|
TD Capital Management
Memphis,
Tennessee
|
$173K
|
+$10.5K
|
2
|
0.04%
|
Increased
|
|
|
2020
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$172K
|
-$29.3K
|
1
|
0.17%
|
Reduced
|
|
|
2021
|
Cowen Prime Advisors
New York
|
$171K
|
-$1.01K
|
2
|
0.07%
|
Reduced
|
|
|
2022
|
Strategy Asset Managers
Pasadena,
California
|
$170K
|
+$184K
|
1
|
0.04%
|
New
|
|
|
2023
|
Nelson Capital Management
Menlo Park,
California
|
$169K
|
$0
|
4
|
0.08%
|
Maintained
|
|
|
2024
|
Signet Management USA
Mclean,
Virginia
|
$169K
|
+$182K
|
2
|
0.11%
|
New
|
|
|
2025
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$167K
|
$0
|
4
|
0.44%
|
Maintained
|
|