|
2001
|
Schulhoff & Co
Cincinnati,
Ohio
|
$220K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2002
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$220K
|
+$12K
|
1
|
0.09%
|
Increased
|
|
|
2003
|
Barrett Asset Management
New York
|
$219K
|
-$248K
|
2
|
0.02%
|
Reduced
|
|
|
2004
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$216K
|
+$6.29K
|
1
|
0.01%
|
Increased
|
|
|
2005
|
Tiemann Investment Advisors
Menlo Park,
California
|
$216K
|
-$2.48K
|
1
|
0.21%
|
Reduced
|
|
|
2006
|
Univest Financial
Souderton,
Pennsylvania
|
$215K
|
+$214K
|
1
|
0.1%
|
New
|
|
|
2007
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$214K
|
+$69.1K
|
5
|
0.28%
|
Increased
|
|
|
2008
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$213K
|
-$346K
|
1
|
0.18%
|
Reduced
|
|
|
2009
|
Lido Advisors
Los Angeles,
California
|
$210K
|
+$192K
|
1
|
0.07%
|
New
|
|
|
2010
|
Point72 Hong Kong
Hong Kong
|
$209K
|
-$887K
|
2
|
0.41%
|
Reduced
|
|
|
2011
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$209K
|
+$194K
|
1
|
0.16%
|
New
|
|
|
2012
|
Central Bank & Trust
Lexington,
Kentucky
|
$208K
|
-$21.8K
|
3
|
0.06%
|
Reduced
|
|
|
2013
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$206K
|
-$976
|
5
|
0.18%
|
Reduced
|
|
|
2014
|
Buffington Mohr McNeal
Boise,
Idaho
|
$205K
|
+$206K
|
1
|
0.09%
|
New
|
|
|
2015
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$205K
|
-$282K
|
3
|
0.3%
|
Reduced
|
|
|
2016
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$205K
|
-$6.1K
|
1
|
0.14%
|
Reduced
|
|
|
2017
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$202K
|
-$102K
|
1
|
0.41%
|
Reduced
|
|
|
2018
|
Hollencrest Capital Management
Newport Beach,
California
|
$200K
|
-$66.6K
|
1
|
0.03%
|
Reduced
|
|
|
2019
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$199K
|
-$15.7K
|
4
|
0.06%
|
Reduced
|
|
|
2020
|
Daiwa SB Investments
Tokyo,
Japan
|
$198K
|
+$178K
|
3
|
0.05%
|
New
|
|
|
2021
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$198K
|
+$814
|
1
|
0.08%
|
Increased
|
|
|
2022
|
Nadler Financial Group
Deerfield,
Illinois
|
$198K
|
-$113K
|
1
|
0.09%
|
Reduced
|
|
|
2023
|
Highlander Capital Management
Short Hills,
New Jersey
|
$194K
|
-$247K
|
3
|
0.18%
|
Reduced
|
|
|
2024
|
Risk Paradigm Group
Austin,
Texas
|
$193K
|
+$38K
|
3
|
0.24%
|
Increased
|
|
|
2025
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$190K
|
-$188K
|
1
|
0.08%
|
Reduced
|
|