|
2001
|
D.C. Capital Advisors
New York
|
$190K
|
+$363K
|
1
|
0.11%
|
New
|
|
|
2002
|
Equitec Specialists
Chicago,
Illinois
|
$189K
|
+$157K
|
1
|
0.05%
|
New
|
|
|
2003
|
GLG Partners
London,
United Kingdom
|
$186K
|
+$240K
|
1
|
0.01%
|
New
|
|
|
2004
|
CKW Financial Group
Honolulu,
Hawaii
|
$185K
|
+$31K
|
4
|
0.07%
|
Increased
|
|
|
2005
|
Hudock Inc
Williamsport,
Pennsylvania
|
$184K
|
+$192
|
5
|
0.1%
|
Increased
|
|
|
2006
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$184K
|
+$90.1K
|
4
|
0.02%
|
Increased
|
|
|
2007
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$184K
|
-$10.5K
|
2
|
0.11%
|
Reduced
|
|
|
2008
|
Thompson Davis & Co
Richmond,
Virginia
|
$183K
|
+$17.5K
|
7
|
0.3%
|
Increased
|
|
|
2009
|
Catamount Wealth Management
Westport,
Connecticut
|
$182K
|
-$1.66M
|
1
|
0.15%
|
Reduced
|
|
|
2010
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$182K
|
+$181K
|
1
|
0.01%
|
New
|
|
|
2011
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$181K
|
+$19.8K
|
7
|
0.05%
|
Increased
|
|
|
2012
|
Glassman Wealth Services
Vienna,
Virginia
|
$181K
|
+$13.9K
|
7
|
0.13%
|
Increased
|
|
|
2013
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$173K
|
-$16.5K
|
2
|
0.01%
|
Reduced
|
|
|
2014
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$171K
|
+$173K
|
2
|
0.16%
|
New
|
|
|
2015
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$171K
|
+$173K
|
3
|
0.16%
|
New
|
|
|
2016
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$170K
|
+$17K
|
2
|
0.13%
|
Increased
|
|
|
2017
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$169K
|
-$73.5K
|
7
|
0.02%
|
Reduced
|
|
|
2018
|
SRB Corp
Boston,
Massachusetts
|
$169K
|
+$10.9K
|
1
|
0.02%
|
Increased
|
|
|
2019
|
Global Retirement Partners
San Rafael,
California
|
$167K
|
+$171K
|
7
|
0.11%
|
New
|
|
|
2020
|
Park Circle Company
Baltimore,
Maryland
|
$162K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2021
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$162K
|
+$158K
|
7
|
0.05%
|
New
|
|
|
2022
|
Capstone Investment Advisors (Netherlands)
New York
|
$160K
|
+$165K
|
1
|
0.27%
|
New
|
|
|
2023
|
Fiera Capital (Europe)
Grand Cayman,
Cayman Islands
|
$159K
|
+$116K
|
1
|
0.09%
|
Increased
|
|
|
2024
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$157K
|
+$174K
|
6
|
0%
|
New
|
|
|
2025
|
Allworth Financial
Folsom,
California
|
$154K
|
-$13K
|
4
|
0.02%
|
Reduced
|
|