|
2001
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$279K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2002
|
Atlas Brown
Louisville,
Kentucky
|
$278K
|
-$93.5K
|
1
|
0.19%
|
Reduced
|
|
|
2003
|
Accredited Investors
Edina,
Minnesota
|
$275K
|
+$256
|
1
|
0.1%
|
Increased
|
|
|
2004
|
Sabal Trust
St. Petersburg,
Florida
|
$272K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2005
|
Tirschwell & Loewy
New York
|
$272K
|
+$8.54K
|
1
|
0.05%
|
Increased
|
|
|
2006
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$271K
|
-$335K
|
1
|
0.05%
|
Reduced
|
|
|
2007
|
New York Life Trust
New York
|
$271K
|
+$98.9K
|
3
|
1.23%
|
Increased
|
|
|
2008
|
Boston Research & Management
Manchester,
Massachusetts
|
$268K
|
+$30.7K
|
1
|
0.21%
|
Increased
|
|
|
2009
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$266K
|
+$251K
|
2
|
0.2%
|
New
|
|
|
2010
|
Atlantic Investment Company
Atlanta,
Georgia
|
$265K
|
-$304K
|
1
|
0.23%
|
Reduced
|
|
|
2011
|
Brighton Jones LLC
Seattle,
Washington
|
$265K
|
-$130K
|
1
|
0.06%
|
Reduced
|
|
|
2012
|
Emerson Investment Management
Boston,
Massachusetts
|
$265K
|
+$45.5K
|
1
|
0.06%
|
Increased
|
|
|
2013
|
Galaxy Capital Trading
Road Town,
British Virgin Islands
|
$264K
|
-$914K
|
1
|
0.66%
|
Reduced
|
|
|
2014
|
Nadler Financial Group
Deerfield,
Illinois
|
$264K
|
+$1.27K
|
1
|
0.17%
|
Increased
|
|
|
2015
|
|
$261K
|
+$249K
|
1
|
0.25%
|
New
|
|
|
2016
|
HHG & Company
Darien,
Connecticut
|
$258K
|
+$52.6K
|
1
|
0.1%
|
Increased
|
|
|
2017
|
North Star Asset Management
Neenah,
Wisconsin
|
$258K
|
+$35.6K
|
1
|
0.03%
|
Increased
|
|
|
2018
|
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
$255K
|
-$1.39M
|
1
|
0.07%
|
Reduced
|
|
|
2019
|
Laurion Capital Management
New York
|
$253K
|
+$241K
|
1
|
0.01%
|
New
|
|
|
2020
|
King Wealth Management Group
Naples,
Florida
|
$252K
|
+$237K
|
1
|
0.14%
|
New
|
|
|
2021
|
Windward Capital Management
Los Angeles,
California
|
$251K
|
-$1.44K
|
1
|
0.09%
|
Reduced
|
|
|
2022
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$251K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2023
|
Sequent Asset Management
Houston,
Texas
|
$247K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2024
|
Capital Innovations
Pewaukee,
Wisconsin
|
$246K
|
+$221K
|
1
|
0.22%
|
New
|
|
|
2025
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$245K
|
-$849K
|
1
|
0.16%
|
Reduced
|
|