|
2001
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$32K
|
+$30.6K
|
1
|
0.02%
|
New
|
|
|
2002
|
Royal Fund Management
Lady Lake,
Florida
|
$32K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2003
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$32K
|
+$31.6K
|
1
|
0%
|
New
|
|
|
2004
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$31K
|
+$29.6K
|
1
|
0.04%
|
New
|
|
|
2005
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$30K
|
-$14.2K
|
2
|
0.01%
|
Reduced
|
|
|
2006
|
Kessler Investment Group
Columbus,
Indiana
|
$29K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2007
|
Delphi Private Advisors
San Diego,
California
|
$28K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2008
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$27K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2009
|
Bogart Wealth LLC
Mclean,
Virginia
|
$25K
|
+$24.4K
|
2
|
0.02%
|
New
|
|
|
2010
|
Lloyds Banking Group
London,
United Kingdom
|
$25K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
2011
|
Regal Wealth Group
Seal Beach,
California
|
$25K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2012
|
Horan Securities
Cincinnati,
United States
|
$23K
|
+$124
|
1
|
0.02%
|
Increased
|
|
|
2013
|
Hoertkorn Richard Charles
|
$22K
|
+$21.5K
|
1
|
0.01%
|
New
|
|
|
2014
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$21K
|
-$7.88K
|
1
|
0.02%
|
Reduced
|
|
|
2015
|
Clearstead Trust
Portland,
Maine
|
$21K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2016
|
Vigilant Capital Management
Portland,
Maine
|
$21K
|
+$4.95K
|
1
|
0%
|
Increased
|
|
|
2017
|
Grace & White Inc
Ny,
New York
|
$18K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
Hexavest
Montreal,
Quebec, Canada
|
$18K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2019
|
SRH Advisors
Salina,
Kansas
|
$18K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2020
|
Guinness Asset Management
London,
United Kingdom
|
$17K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2021
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$17K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2022
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$16K
|
-$1.77K
|
2
|
0.01%
|
Reduced
|
|
|
2023
|
Watermark Asset Management
San Ramon,
California
|
$16K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2024
|
Clear Perspective Advisors
Aurora,
Illinois
|
$15K
|
+$8.84K
|
2
|
0.01%
|
Increased
|
|
|
2025
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14K
|
+$4.57K
|
3
|
0%
|
Increased
|
|