|
2001
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$366K
|
-$152K
|
5
|
0.01%
|
Reduced
|
|
|
2002
|
Guardian Life Insurance
New York
|
$364K
|
-$3.4K
|
4
|
0.06%
|
Reduced
|
|
|
2003
|
Cambridge Trust
Cambridge,
Massachusetts
|
$363K
|
+$73.5K
|
1
|
0.02%
|
Increased
|
|
|
2004
|
Glassman Wealth Services
Vienna,
Virginia
|
$363K
|
-$1.13K
|
6
|
0.24%
|
Reduced
|
|
|
2005
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$362K
|
+$38.1K
|
3
|
1.73%
|
Increased
|
|
|
2006
|
Winslow Asset Management
Beachwood,
Ohio
|
$361K
|
-$5.72K
|
1
|
0.07%
|
Reduced
|
|
|
2007
|
Ken Stern & Associates
San Diego,
California
|
$360K
|
-$6.87K
|
1
|
0.16%
|
Reduced
|
|
|
2008
|
Oakworth Capital
Birmingham,
Alabama
|
$360K
|
-$14.4K
|
5
|
0.09%
|
Reduced
|
|
|
2009
|
Park Avenue Securities
New York
|
$358K
|
-$27.1K
|
1
|
0.11%
|
Reduced
|
|
|
2010
|
Ashburton (Jersey)
St Helier,
Jersey
|
$354K
|
+$353K
|
2
|
0.16%
|
New
|
|
|
2011
|
EP Wealth Advisors
Torrance,
California
|
$352K
|
-$55.7K
|
1
|
0.04%
|
Reduced
|
|
|
2012
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$352K
|
+$177K
|
2
|
0.02%
|
Increased
|
|
|
2013
|
Harvest Capital Management
Concord,
New Hampshire
|
$351K
|
-$5.53K
|
1
|
0.14%
|
Reduced
|
|
|
2014
|
Darwin Wealth Management
Tampa,
Florida
|
$350K
|
+$4.64K
|
1
|
0.34%
|
Increased
|
|
|
2015
|
Florence Capital Advisors
New York
|
$350K
|
-$5.53K
|
1
|
0.38%
|
Reduced
|
|
|
2016
|
Friedberg Investment Management
Houston,
Texas
|
$350K
|
-$498K
|
1
|
0.57%
|
Reduced
|
|
|
2017
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$350K
|
+$151K
|
7
|
0.18%
|
Increased
|
|
|
2018
|
Cortland Associates
St Louis,
Missouri
|
$348K
|
-$51.6K
|
1
|
0.06%
|
Reduced
|
|
|
2019
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$348K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2020
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$342K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2021
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$342K
|
-$1.97K
|
1
|
0.06%
|
Reduced
|
|
|
2022
|
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
$340K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2023
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$338K
|
-$12.5K
|
1
|
0.18%
|
Reduced
|
|
|
2024
|
Highlander Capital Management
Short Hills,
New Jersey
|
$337K
|
-$9.8K
|
2
|
0.26%
|
Reduced
|
|
|
2025
|
Stableford Capital II
Scottsdale,
Arizona
|
$335K
|
-$120K
|
1
|
0.24%
|
Reduced
|
|