|
2001
|
Oakworth Capital
Birmingham,
Alabama
|
$371K
|
-$1.63K
|
5
|
0.1%
|
Reduced
|
|
|
2002
|
Ken Stern & Associates
San Diego,
California
|
$370K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2003
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$369K
|
-$10.5K
|
1
|
0.04%
|
Reduced
|
|
|
2004
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$369K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2005
|
SRB Corp
Boston,
Massachusetts
|
$365K
|
-$36.4K
|
2
|
0.05%
|
Reduced
|
|
|
2006
|
MCF Advisors
Covington,
Kentucky
|
$364K
|
+$134K
|
3
|
0.07%
|
Increased
|
|
|
2007
|
Novare Capital Management
Charlotte,
North Carolina
|
$359K
|
-$268K
|
2
|
0.08%
|
Reduced
|
|
|
2008
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$357K
|
-$59.8K
|
2
|
0.33%
|
Reduced
|
|
|
2009
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$357K
|
+$76K
|
2
|
0.21%
|
Increased
|
|
|
2010
|
|
$354K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2011
|
Advisors Management Group
La Crosse,
Wisconsin
|
$353K
|
-$4.85K
|
1
|
0.19%
|
Reduced
|
|
|
2012
|
Keating Investment Counselors
Delray Beach,
Florida
|
$350K
|
-$5.91K
|
1
|
0.15%
|
Reduced
|
|
|
2013
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$350K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
2014
|
Chemung Canal Trust
Elmira,
New York
|
$348K
|
-$50.1K
|
2
|
0.08%
|
Reduced
|
|
|
2015
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$347K
|
-$8.6K
|
1
|
0.03%
|
Reduced
|
|
|
2016
|
Reinhart Partners
Mequon,
Wisconsin
|
$347K
|
+$372K
|
1
|
0.03%
|
New
|
|
|
2017
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$346K
|
+$30.9K
|
2
|
0.22%
|
Increased
|
|
|
2018
|
Glassman Wealth Services
Vienna,
Virginia
|
$346K
|
-$86.2K
|
6
|
0.23%
|
Reduced
|
|
|
2019
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$346K
|
-$214K
|
6
|
0.28%
|
Reduced
|
|
|
2020
|
Alpha Capital Management
Austin,
Texas
|
$344K
|
+$314K
|
1
|
0.17%
|
New
|
|
|
2021
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$344K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2022
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$344K
|
-$53.5K
|
1
|
0.05%
|
Reduced
|
|
|
2023
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$343K
|
-$212K
|
3
|
1.83%
|
Reduced
|
|
|
2024
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$342K
|
-$11.8K
|
1
|
0.14%
|
Reduced
|
|
|
2025
|
Jackson Square Partners
Larkspur,
California
|
$342K
|
-$3.77M
|
1
|
0%
|
Reduced
|
|