|
2001
|
Zions Trust National Association
Salt Lake City,
Utah
|
$60K
|
-$23.5K
|
3
|
0.09%
|
Reduced
|
|
|
2002
|
Benin Management Corp
Wilton,
Connecticut
|
$58K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2003
|
North Star Investment Management
Chicago,
Illinois
|
$57K
|
+$8.35K
|
5
|
0.01%
|
Increased
|
|
|
2004
|
Barrett Asset Management
New York
|
$56K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2005
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$55K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2006
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$55K
|
+$2.71K
|
6
|
0.05%
|
Increased
|
|
|
2007
|
Waverly Advisors
Birmingham,
Alabama
|
$55K
|
-$185K
|
1
|
0.03%
|
Reduced
|
|
|
2008
|
Financial Management Professionals
Austin,
Texas
|
$51K
|
-$8K
|
2
|
0.03%
|
Reduced
|
|
|
2009
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$50K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2010
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$50K
|
+$48.4K
|
2
|
0.03%
|
New
|
|
|
2011
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$49K
|
+$1.53K
|
3
|
0.03%
|
Increased
|
|
|
2012
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$49K
|
$0
|
2
|
0.14%
|
Maintained
|
|
|
2013
|
Parasol Investment Management
Westmont,
Illinois
|
$46K
|
-$1.01K
|
2
|
0.03%
|
Reduced
|
|
|
2014
|
D'Orazio & Associates
Falls Church,
Virginia
|
$44K
|
-$3.87K
|
2
|
0.03%
|
Reduced
|
|
|
2015
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$43.8K
|
+$39.1K
|
2
|
0.03%
|
New
|
|
|
2016
|
US Financial Advisors
Braintree,
Massachusetts
|
$43K
|
+$42.3K
|
2
|
0.04%
|
New
|
|
|
2017
|
Qualcomm Inc
San Diego,
California
|
$41K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
St. Johns Investment Management
Jacksonville,
Florida
|
$41K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2019
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$34K
|
+$33.4K
|
1
|
0.03%
|
New
|
|
|
2020
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$32K
|
+$31.4K
|
3
|
0.02%
|
Increased
|
|
|
2021
|
South Georgia Capital
Naperville,
Illinois
|
$31K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2022
|
Stonehage Fleming (UK)
London,
United Kingdom
|
$30K
|
-$30.9K
|
1
|
0.01%
|
Reduced
|
|
|
2023
|
MV Capital Management
Bethesda,
Maryland
|
$29K
|
+$28.2K
|
3
|
0.01%
|
New
|
|
|
2024
|
Summit Securities Group
New York
|
$29K
|
-$61.2K
|
2
|
0.01%
|
Reduced
|
|
|
2025
|
ParenteBeard Wealth Management
York,
Pennsylvania
|
$28.4K
|
-$2.11M
|
1
|
0.34%
|
Reduced
|
|