|
2001
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$19K
|
+$18.7K
|
1
|
0%
|
New
|
|
|
2002
|
Horan Securities
Cincinnati,
United States
|
$19K
|
+$19.1K
|
1
|
0.02%
|
New
|
|
|
2003
|
Lenox Wealth Advisors
New York
|
$18K
|
-$34K
|
1
|
0.01%
|
Reduced
|
|
|
2004
|
SRH Advisors
Salina,
Kansas
|
$15K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2005
|
Portfolio Solutions
Royal Oak,
Michigan
|
$14K
|
+$13.9K
|
1
|
0%
|
New
|
|
|
2006
|
Watermark Asset Management
San Ramon,
California
|
$14K
|
+$14K
|
1
|
0.01%
|
New
|
|
|
2007
|
Raffa Wealth Management
Washington,
District of Columbia
|
$13.1K
|
-$2.6K
|
3
|
0.01%
|
Reduced
|
|
|
2008
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2009
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2010
|
Vigilant Capital Management
Portland,
Maine
|
$12K
|
-$53.3K
|
1
|
0%
|
Reduced
|
|
|
2011
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$11K
|
+$10.7K
|
1
|
0.01%
|
New
|
|
|
2012
|
Pathstone Family Office
Englewood,
New Jersey
|
$10K
|
+$11.2K
|
3
|
0.01%
|
New
|
|
|
2013
|
Group One Trading
Chicago,
Illinois
|
$9K
|
-$731K
|
1
|
0%
|
Reduced
|
|
|
2014
|
New York Life Trust
New York
|
$9K
|
-$19.9K
|
1
|
0.44%
|
Reduced
|
|
|
2015
|
Glassman Wealth Services
Vienna,
Virginia
|
$8K
|
+$179
|
2
|
0.01%
|
Increased
|
|
|
2016
|
Crosspoint Capital Strategies
Orinda,
California
|
$7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2017
|
Guinness Asset Management
London,
United Kingdom
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$3.98K
|
+$20.4K
|
3
|
0.01%
|
New
|
|
|
2019
|
Financial Engines Advisors
Santa Clara,
California
|
$3K
|
+$3.09K
|
1
|
0%
|
New
|
|
|
2020
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
+$110
|
2
|
0%
|
Increased
|
|
|
2021
|
ClariVest Asset Management
San Diego,
California
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2022
|
Cordasco Financial Network
Naples,
Florida
|
$1K
|
+$1.44K
|
1
|
0%
|
New
|
|
|
2023
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$1K
|
+$773
|
1
|
0%
|
New
|
|
|
2024
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2025
|
Exane Derivatives
Paris,
France
|
$125
|
$0
|
1
|
0%
|
Maintained
|
|