|
2001
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$208K
|
-$357K
|
1
|
1.05%
|
Reduced
|
|
|
2002
|
Cahill Financial Advisors
Edina,
Minnesota
|
$207K
|
+$226K
|
1
|
0.14%
|
New
|
|
|
2003
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$205K
|
+$185K
|
1
|
0.02%
|
New
|
|
|
2004
|
Bonness Enterprises
Washington,
District of Columbia
|
$205K
|
+$184K
|
1
|
0.17%
|
New
|
|
|
2005
|
Financial Management Professionals
Austin,
Texas
|
$203K
|
+$73.3K
|
4
|
0.11%
|
Increased
|
|
|
2006
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$202K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2007
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$202K
|
+$182K
|
1
|
0%
|
New
|
|
|
2008
|
Miles Capital
West Des Moines,
Iowa
|
$202K
|
+$221K
|
1
|
0.14%
|
New
|
|
|
2009
|
Pecaut & Co
Sioux City,
Iowa
|
$201K
|
-$1.41M
|
1
|
0.21%
|
Reduced
|
|
|
2010
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$201K
|
-$57.5K
|
1
|
0.1%
|
Reduced
|
|
|
2011
|
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
|
$201K
|
+$181K
|
1
|
0.25%
|
New
|
|
|
2012
|
Cable Hill Partners
Portland,
Oregon
|
$200K
|
-$195K
|
8
|
0.15%
|
Reduced
|
|
|
2013
|
Needham Investment Management
New York
|
$200K
|
+$21.9K
|
1
|
0.06%
|
Increased
|
|
|
2014
|
SPC Financial Inc
Rockville,
Maryland
|
$200K
|
+$181K
|
1
|
0.07%
|
New
|
|
|
2015
|
Nadler Financial Group
Deerfield,
Illinois
|
$194K
|
+$10.2K
|
1
|
0.08%
|
Increased
|
|
|
2016
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$191K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2017
|
Arete Wealth Advisors
Chicago,
Illinois
|
$190K
|
-$674K
|
1
|
0.12%
|
Reduced
|
|
|
2018
|
Central Bank & Trust
Lexington,
Kentucky
|
$190K
|
-$11.6K
|
2
|
0.05%
|
Reduced
|
|
|
2019
|
AllSquare Wealth Management
Albany,
New York
|
$189K
|
+$19.8K
|
5
|
0.19%
|
Increased
|
|
|
2020
|
Hartford Financial Management
Hartford,
Connecticut
|
$189K
|
-$13.4K
|
4
|
0.11%
|
Reduced
|
|
|
2021
|
10-15 Associates
Goshen,
New York
|
$187K
|
+$14.8K
|
1
|
0.05%
|
Increased
|
|
|
2022
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$187K
|
-$7.82K
|
5
|
0.33%
|
Reduced
|
|
|
2023
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$186K
|
+$48.1K
|
5
|
0.08%
|
Increased
|
|
|
2024
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$185K
|
-$191K
|
1
|
0.09%
|
Reduced
|
|
|
2025
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$185K
|
+$2.44K
|
1
|
0.07%
|
Increased
|
|