|
2001
|
Park Avenue Securities
New York
|
$245K
|
+$56.9K
|
1
|
0.05%
|
Increased
|
|
|
2002
|
Cowen Prime Advisors
New York
|
$244K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2003
|
Todd Asset Management
Louisville,
Kentucky
|
$244K
|
+$2.47K
|
1
|
0.01%
|
Increased
|
|
|
2004
|
Independence Advisors
Wayne,
Pennsylvania
|
$243K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2005
|
Asset Dedication LLC
San Francisco,
California
|
$242K
|
+$25K
|
2
|
0.12%
|
Increased
|
|
|
2006
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$242K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2007
|
Sutton Wealth Advisors
Tampa,
Florida
|
$241K
|
+$13.2K
|
7
|
0.17%
|
Increased
|
|
|
2008
|
Farr Miller & Washington
Washington,
District of Columbia
|
$240K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2009
|
Firsthand Capital Management
San Jose,
California
|
$240K
|
$0
|
2
|
0.13%
|
Maintained
|
|
|
2010
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$240K
|
+$254K
|
1
|
0.03%
|
New
|
|
|
2011
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$240K
|
-$17.6K
|
1
|
0.02%
|
Reduced
|
|
|
2012
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$238K
|
-$15.2K
|
1
|
0.11%
|
Reduced
|
|
|
2013
|
Diversified Trust
Memphis,
Tennessee
|
$237K
|
+$16.5K
|
1
|
0.02%
|
Increased
|
|
|
2014
|
Gould Asset Management
Claremont,
California
|
$236K
|
-$103K
|
1
|
0.1%
|
Reduced
|
|
|
2015
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$235K
|
-$60.5K
|
2
|
0.19%
|
Reduced
|
|
|
2016
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$234K
|
+$9.49K
|
2
|
0.17%
|
Increased
|
|
|
2017
|
Flossbach Von Storch
Cologne,
Germany
|
$233K
|
+$247K
|
1
|
0%
|
New
|
|
|
2018
|
DeDora Capital
Napa,
California
|
$232K
|
+$3.49K
|
1
|
0.19%
|
Increased
|
|
|
2019
|
Capital Wealth Planning
Naples,
Florida
|
$231K
|
+$244K
|
1
|
0.16%
|
New
|
|
|
2020
|
Infrastructure Capital Advisors
New York
|
$231K
|
-$582K
|
1
|
0.02%
|
Reduced
|
|
|
2021
|
Doliver Advisors
Houston,
Texas
|
$230K
|
+$244K
|
1
|
0.1%
|
New
|
|
|
2022
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$230K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2023
|
Parsec Financial Management
Asheville,
North Carolina
|
$230K
|
+$1.25K
|
1
|
0.02%
|
Increased
|
|
|
2024
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$230K
|
-$350K
|
1
|
0.02%
|
Reduced
|
|
|
2025
|
Altavista Wealth Management
Asheville,
North Carolina
|
$229K
|
$0
|
1
|
0.1%
|
Maintained
|
|