|
2001
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$32K
|
-$118
|
1
|
0%
|
Reduced
|
|
|
2002
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$31K
|
-$6.29K
|
3
|
0.03%
|
Reduced
|
|
|
2003
|
Glassman Wealth Services
Vienna,
Virginia
|
$31K
|
+$27K
|
4
|
0.02%
|
Increased
|
|
|
2004
|
Royal Fund Management
Lady Lake,
Florida
|
$29K
|
-$17.6K
|
3
|
0.01%
|
Reduced
|
|
|
2005
|
Delphi Private Advisors
San Diego,
California
|
$27K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2006
|
Kessler Investment Group
Columbus,
Indiana
|
$27K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2007
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2008
|
Lloyds Banking Group
London,
United Kingdom
|
$23K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
2009
|
Regal Wealth Group
Seal Beach,
California
|
$23K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2010
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2011
|
HWG Holdings
Houston,
Texas
|
$22K
|
+$22.2K
|
1
|
0.02%
|
New
|
|
|
2012
|
Horan Securities
Cincinnati,
United States
|
$21K
|
+$118
|
1
|
0.02%
|
Increased
|
|
|
2013
|
Clearstead Trust
Portland,
Maine
|
$20K
|
+$19.6K
|
1
|
0.02%
|
New
|
|
|
2014
|
Grace & White Inc
Ny,
New York
|
$20K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2015
|
Hexavest
Montreal,
Quebec, Canada
|
$18K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
Simon Quick Advisors
Morristown,
New Jersey
|
$18K
|
-$273K
|
1
|
0.01%
|
Reduced
|
|
|
2017
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$18K
|
-$15.4K
|
2
|
0.01%
|
Reduced
|
|
|
2018
|
SRH Advisors
Salina,
Kansas
|
$17K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2019
|
Guinness Asset Management
London,
United Kingdom
|
$16K
|
+$4.65K
|
2
|
0%
|
Increased
|
|
|
2020
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$16K
|
-$19.5K
|
1
|
0.09%
|
Reduced
|
|
|
2021
|
Pathstone Family Office
Englewood,
New Jersey
|
$16K
|
+$1.28K
|
2
|
0.01%
|
Increased
|
|
|
2022
|
Vigilant Capital Management
Portland,
Maine
|
$15K
|
+$2.23K
|
2
|
0%
|
Increased
|
|
|
2023
|
Watermark Asset Management
San Ramon,
California
|
$15K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2024
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$14K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2025
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$13K
|
$0
|
2
|
0%
|
Maintained
|
|