|
2001
|
Edge Wealth Management
New York
|
$300K
|
+$162K
|
7
|
0.09%
|
Increased
|
|
|
2002
|
LGL Partners
Philadelphia,
Pennsylvania
|
$300K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2003
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$298K
|
-$3.12K
|
1
|
0.07%
|
Reduced
|
|
|
2004
|
RBF Capital
San Francisco,
California
|
$297K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2005
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$296K
|
-$47.2K
|
1
|
0.21%
|
Reduced
|
|
|
2006
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$295K
|
+$166K
|
1
|
0.11%
|
Increased
|
|
|
2007
|
Empirical Wealth Management
Seattle,
Washington
|
$295K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2008
|
QCM Cayman
Houston,
Texas
|
$292K
|
+$54.4K
|
1
|
0.67%
|
Increased
|
|
|
2009
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$284K
|
-$50.7K
|
3
|
0.23%
|
Reduced
|
|
|
2010
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$284K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2011
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$283K
|
+$282K
|
2
|
0.09%
|
New
|
|
|
2012
|
B. Riley Financial
Los Angeles,
California
|
$279K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2013
|
One Capital Management
Westlake Village,
California
|
$279K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2014
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$277K
|
-$9.13K
|
1
|
0.12%
|
Reduced
|
|
|
2015
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$275K
|
-$11.8K
|
1
|
0.03%
|
Reduced
|
|
|
2016
|
Avidian Wealth Enterprises
Houston,
Texas
|
$274K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2017
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$271K
|
-$10.8K
|
3
|
0.03%
|
Reduced
|
|
|
2018
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$270K
|
-$30.2K
|
1
|
0.03%
|
Reduced
|
|
|
2019
|
GW & Wade
Wellesley,
Massachusetts
|
$270K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2020
|
REDW Wealth
Albuquerque,
New Mexico
|
$269K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2021
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$266K
|
+$3.58K
|
13
|
0.09%
|
Increased
|
|
|
2022
|
Neuberger Berman Canada
Toronto,
Ontario, Canada
|
$266K
|
-$763K
|
1
|
0.05%
|
Reduced
|
|
|
2023
|
Baystate Wealth Management
Boston,
Massachusetts
|
$265K
|
-$62.8K
|
6
|
0.05%
|
Reduced
|
|
|
2024
|
Edgestream Partners
Princeton,
New Jersey
|
$265K
|
-$633K
|
1
|
0.1%
|
Reduced
|
|
|
2025
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$264K
|
$0
|
1
|
0.07%
|
Maintained
|
|