|
2001
|
Global X Management Company
New York
|
$286K
|
-$7.3M
|
7
|
0.02%
|
Reduced
|
|
|
2002
|
Firsthand Capital Management
San Jose,
California
|
$285K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2003
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$285K
|
+$288K
|
1
|
0.14%
|
New
|
|
|
2004
|
Wellington Shields & Co
New York
|
$280K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2005
|
Lucas Capital Management
Red Bank,
New Jersey
|
$279K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2006
|
Credential Securities
Vancouver,
|
$278K
|
+$122K
|
1
|
0.18%
|
Increased
|
|
|
2007
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$276K
|
-$318K
|
1
|
0.04%
|
Reduced
|
|
|
2008
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$276K
|
+$69.6K
|
1
|
0.02%
|
Increased
|
|
|
2009
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$275K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2010
|
Baxter Bros Inc
Riverside,
Connecticut
|
$274K
|
-$184K
|
1
|
0.1%
|
Reduced
|
|
|
2011
|
Frontier Investment Management
Dallas,
Texas
|
$272K
|
+$266K
|
1
|
0.04%
|
New
|
|
|
2012
|
Affiance Financial
St. Louis Park,
Minnesota
|
$271K
|
$0
|
1
|
0.41%
|
Maintained
|
|
|
2013
|
Evanson Asset Management
Carmel,
California
|
$271K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2014
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$270K
|
-$45.7K
|
1
|
0.03%
|
Reduced
|
|
|
2015
|
Oxbow Advisors
Austin,
Texas
|
$270K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2016
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$269K
|
-$2.01M
|
10
|
0.2%
|
Reduced
|
|
|
2017
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$268K
|
-$56.5K
|
2
|
0.27%
|
Reduced
|
|
|
2018
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$268K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2019
|
Gemmer Asset Management
Walnut Creek,
California
|
$267K
|
+$22.8K
|
23
|
0.16%
|
Increased
|
|
|
2020
|
IMA Advisory Services
Denver,
Colorado
|
$267K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2021
|
Zuckerman Investment Group
Chicago,
Illinois
|
$265K
|
-$124K
|
1
|
0.06%
|
Reduced
|
|
|
2022
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$264K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
2023
|
Everett Harris & Co
Los Angeles,
California
|
$263K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2024
|
Klingenstein Fields & Co
New York
|
$263K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2025
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$263K
|
$0
|
1
|
0.39%
|
Maintained
|
|