|
2001
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$274K
|
-$13K
|
1
|
0.04%
|
Reduced
|
|
|
2002
|
Virginia National Bank
Charlottesville,
Virginia
|
$274K
|
-$220K
|
1
|
0.2%
|
Reduced
|
|
|
2003
|
Empirical Wealth Management
Seattle,
Washington
|
$273K
|
+$299K
|
1
|
0.05%
|
New
|
|
|
2004
|
Global Endowment Management
Charlotte,
North Carolina
|
$273K
|
-$154K
|
1
|
0.06%
|
Reduced
|
|
|
2005
|
Proficio Capital Partners
Newton,
Massachusetts
|
$273K
|
-$53.8K
|
10
|
0.12%
|
Reduced
|
|
|
2006
|
AIMZ Investment Advisors
Los Altos,
California
|
$272K
|
-$13K
|
1
|
0.21%
|
Reduced
|
|
|
2007
|
Confluence Investment Management
St. Louis,
Missouri
|
$272K
|
-$29.6K
|
1
|
0.01%
|
Reduced
|
|
|
2008
|
First Command Bank
Fort Worth,
Texas
|
$272K
|
-$116K
|
3
|
0.14%
|
Reduced
|
|
|
2009
|
First Command Financial Services
Fort Worth,
Texas
|
$272K
|
-$116K
|
3
|
0.14%
|
Reduced
|
|
|
2010
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$270K
|
-$12.7K
|
1
|
0.02%
|
Reduced
|
|
|
2011
|
Farr Miller & Washington
Washington,
District of Columbia
|
$270K
|
+$44.9K
|
1
|
0.03%
|
Increased
|
|
|
2012
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$270K
|
-$10.8K
|
1
|
0.15%
|
Reduced
|
|
|
2013
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$270K
|
-$523K
|
1
|
0.2%
|
Reduced
|
|
|
2014
|
Wambolt & Associates
Littleton,
Colorado
|
$270K
|
+$295K
|
1
|
0.3%
|
New
|
|
|
2015
|
First Financial Corp
Terre Haute,
Indiana
|
$269K
|
-$537K
|
2
|
0.22%
|
Reduced
|
|
|
2016
|
Verity Asset Management
Durham,
North Carolina
|
$268K
|
+$57.2K
|
1
|
0.36%
|
Increased
|
|
|
2017
|
Frontier Investment Management
Dallas,
Texas
|
$266K
|
+$10.2K
|
1
|
0.02%
|
Increased
|
|
|
2018
|
Parkside Investments
Deerfield,
Illinois
|
$266K
|
-$164K
|
1
|
0.12%
|
Reduced
|
|
|
2019
|
Howland Capital Management
Boston,
Massachusetts
|
$265K
|
-$11.5K
|
1
|
0.02%
|
Reduced
|
|
|
2020
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$264K
|
+$24.7K
|
1
|
0.23%
|
Increased
|
|
|
2021
|
Lau Associates
Greenville,
Delaware
|
$264K
|
-$12.6K
|
1
|
0.15%
|
Reduced
|
|
|
2022
|
Magnus Financial Group
New York
|
$264K
|
+$289K
|
1
|
0.07%
|
New
|
|
|
2023
|
Southport Management
Wilson,
Wyoming
|
$264K
|
+$290K
|
1
|
1.33%
|
New
|
|
|
2024
|
Taurus Asset Management
New York
|
$264K
|
-$12.6K
|
1
|
0.04%
|
Reduced
|
|
|
2025
|
Little House Capital
Braintree,
Massachusetts
|
$263K
|
+$288K
|
1
|
0.25%
|
New
|
|