|
2001
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$107K
|
+$85.6K
|
7
|
0.1%
|
Increased
|
|
|
2002
|
Estabrook Capital Management
New York
|
$106K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2003
|
City Holding Co
Charleston,
West Virginia
|
$106K
|
+$10K
|
3
|
0.05%
|
Increased
|
|
|
2004
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$105K
|
+$106K
|
4
|
0.1%
|
New
|
|
|
2005
|
Asset Dedication LLC
San Francisco,
California
|
$103K
|
-$54.4K
|
3
|
0.08%
|
Reduced
|
|
|
2006
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$103K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2007
|
Spectrum Management Group
Indianapolis,
Indiana
|
$103K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2008
|
Global X Management Company
New York
|
$102K
|
+$87.4K
|
4
|
0.01%
|
Increased
|
|
|
2009
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$102K
|
+$75.2K
|
2
|
0.02%
|
Increased
|
|
|
2010
|
Meag Munich Ergo
Munich,
Germany
|
$100K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2011
|
New York Life Trust
New York
|
$98K
|
-$2.89K
|
1
|
0.42%
|
Reduced
|
|
|
2012
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$98K
|
+$1.78K
|
4
|
0.07%
|
Increased
|
|
|
2013
|
Blume Capital Management
Berkeley,
California
|
$97K
|
-$18K
|
4
|
0.07%
|
Reduced
|
|
|
2014
|
QCI Asset Management
Pittsford,
New York
|
$93K
|
-$4.83K
|
3
|
0.01%
|
Reduced
|
|
|
2015
|
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
$88K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
Private Ocean
San Rafael,
California
|
$87K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2017
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$85K
|
-$117K
|
1
|
0.01%
|
Reduced
|
|
|
2018
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$84K
|
+$70K
|
4
|
0.02%
|
Increased
|
|
|
2019
|
Lenox Wealth Advisors
New York
|
$79K
|
-$12.3K
|
2
|
0.02%
|
Reduced
|
|
|
2020
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$77K
|
+$38.2K
|
3
|
0.04%
|
Increased
|
|
|
2021
|
ID Management A/S
Randers,
Denmark
|
$76K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2022
|
Kopp Investment Advisors
Bloomington,
Minnesota
|
$76K
|
-$798
|
1
|
0.04%
|
Reduced
|
|
|
2023
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$75K
|
-$2.19K
|
5
|
0.05%
|
Reduced
|
|
|
2024
|
Horrell Capital Management
Little Rock,
Arkansas
|
$71K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2025
|
First New York Securities
New York
|
$64.4K
|
+$56.4K
|
1
|
0.04%
|
New
|
|