|
2001
|
Estabrook Capital Management
New York
|
$103K
|
-$15.2K
|
3
|
0.02%
|
Reduced
|
|
|
2002
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$102K
|
-$9K
|
3
|
0.05%
|
Reduced
|
|
|
2003
|
Klingman & Associates
New York
|
$102K
|
-$20K
|
1
|
0.03%
|
Reduced
|
|
|
2004
|
MU Investments Company
Tokyo,
Japan
|
$101K
|
-$65.5K
|
1
|
0.07%
|
Reduced
|
|
|
2005
|
Asset Dedication LLC
San Francisco,
California
|
$100K
|
-$4.37K
|
2
|
0.07%
|
Reduced
|
|
|
2006
|
GLG Partners
London,
United Kingdom
|
$100K
|
+$125K
|
1
|
0%
|
New
|
|
|
2007
|
Private Ocean
San Rafael,
California
|
$99K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2008
|
Crosspoint Capital Strategies
Orinda,
California
|
$98K
|
+$114K
|
1
|
0.1%
|
New
|
|
|
2009
|
J. Safra Asset Management
New York
|
$98K
|
+$91.7K
|
1
|
0.16%
|
New
|
|
|
2010
|
Oberweis Asset Management
Lisle,
Illinois
|
$96K
|
+$124K
|
1
|
0.03%
|
New
|
|
|
2011
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$92K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
2012
|
Edmond de Rothschild (Europe)
Luxembourg
|
$91K
|
-$29.5K
|
2
|
0.05%
|
Reduced
|
|
|
2013
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$90K
|
-$32.9K
|
1
|
0.02%
|
Reduced
|
|
|
2014
|
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
$88K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2015
|
Johanson Financial Advisors
Campbell,
California
|
$88K
|
+$114K
|
1
|
0.1%
|
New
|
|
|
2016
|
New York Life Trust
New York
|
$88K
|
-$18.4K
|
1
|
0.43%
|
Reduced
|
|
|
2017
|
Lenox Wealth Advisors
New York
|
$84K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2018
|
Odey Holdings (Switzerland)
Zurich, Switzerland,
Switzerland
|
$84K
|
+$25.8K
|
1
|
3.62%
|
Increased
|
|
|
2019
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$83K
|
-$57.2K
|
5
|
0.04%
|
Reduced
|
|
|
2020
|
ID Management A/S
Randers,
Denmark
|
$82K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2021
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$78K
|
-$6.09K
|
4
|
0.02%
|
Reduced
|
|
|
2022
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$78K
|
$0
|
4
|
0.04%
|
Maintained
|
|
|
2023
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$78K
|
+$1.22K
|
5
|
0.05%
|
Increased
|
|
|
2024
|
FNY Managed Accounts
New York
|
$75.8K
|
-$75.3K
|
1
|
0.07%
|
Reduced
|
|
|
2025
|
Horrell Capital Management
Little Rock,
Arkansas
|
$74K
|
$0
|
1
|
0.05%
|
Maintained
|
|