|
2001
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$208K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2002
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$207K
|
+$197K
|
1
|
0.33%
|
New
|
|
|
2003
|
Amarillo National Bank
Amarillo,
Texas
|
$206K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2004
|
Arete Wealth Advisors
Chicago,
Illinois
|
$206K
|
+$24.5K
|
1
|
0.12%
|
Increased
|
|
|
2005
|
Cypress Wealth Advisors
San Francisco,
California
|
$206K
|
+$202K
|
1
|
0.09%
|
New
|
|
|
2006
|
Everett Harris & Co
Los Angeles,
California
|
$206K
|
+$207K
|
1
|
0.01%
|
New
|
|
|
2007
|
Gruss & Co
West Palm Beach,
Florida
|
$204K
|
+$217K
|
1
|
0.25%
|
New
|
|
|
2008
|
Advance Capital I
Southfield,
Michigan
|
$203K
|
-$96.2K
|
1
|
0.41%
|
Reduced
|
|
|
2009
|
AllSquare Wealth Management
Albany,
New York
|
$203K
|
+$50
|
5
|
0.2%
|
Increased
|
|
|
2010
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$203K
|
-$687K
|
1
|
0.05%
|
Reduced
|
|
|
2011
|
DF Dent & Co
Baltimore,
Maryland
|
$203K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2012
|
Starfire Investment Advisers
Southfield,
Michigan
|
$202K
|
-$64K
|
1
|
0.12%
|
Reduced
|
|
|
2013
|
Ruggie Capital Group
Tavares,
Florida
|
$196K
|
+$160K
|
4
|
0.17%
|
Increased
|
|
|
2014
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$192K
|
+$38.1K
|
1
|
0.03%
|
Increased
|
|
|
2015
|
Barrett Asset Management
New York
|
$191K
|
-$80.5K
|
1
|
0.02%
|
Reduced
|
|
|
2016
|
Hartford Financial Management
Hartford,
Connecticut
|
$189K
|
+$3.39K
|
3
|
0.11%
|
Increased
|
|
|
2017
|
Penserra Capital Management
Orinda,
California
|
$189K
|
+$86.4K
|
5
|
0.02%
|
Increased
|
|
|
2018
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$184K
|
-$10.2K
|
1
|
0.09%
|
Reduced
|
|
|
2019
|
10-15 Associates
Goshen,
New York
|
$183K
|
+$3.43K
|
1
|
0.05%
|
Increased
|
|
|
2020
|
Legacy Private Trust
Neenah,
Wisconsin
|
$182K
|
-$216K
|
1
|
0.02%
|
Reduced
|
|
|
2021
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$182K
|
-$5.56K
|
5
|
0.13%
|
Reduced
|
|
|
2022
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$181K
|
+$2.81K
|
2
|
0.09%
|
Increased
|
|
|
2023
|
Maple Capital Management
Montpelier,
Vermont
|
$179K
|
+$35.3K
|
1
|
0.06%
|
Increased
|
|
|
2024
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$178K
|
-$22K
|
1
|
0.01%
|
Reduced
|
|
|
2025
|
Regal Wealth Group
Seal Beach,
California
|
$178K
|
-$50.6K
|
4
|
0.16%
|
Reduced
|
|