|
2001
|
Lloyds Banking Group
London,
United Kingdom
|
$217K
|
-$98.1K
|
1
|
1.76%
|
Reduced
|
|
|
2002
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$217K
|
-$73.4K
|
1
|
0.02%
|
Reduced
|
|
|
2003
|
CapWealth Advisors
Franklin,
Tennessee
|
$216K
|
+$18.5K
|
3
|
0.05%
|
Increased
|
|
|
2004
|
Windward Capital Management
Los Angeles,
California
|
$216K
|
-$1.52K
|
1
|
0.04%
|
Reduced
|
|
|
2005
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$215K
|
+$221K
|
1
|
0.18%
|
New
|
|
|
2006
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$214K
|
-$9.18K
|
3
|
0.17%
|
Reduced
|
|
|
2007
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$214K
|
-$15.9K
|
3
|
0.08%
|
Reduced
|
|
|
2008
|
Lehman Financial Resources
Media,
Pennsylvania
|
$214K
|
-$73K
|
1
|
0.12%
|
Reduced
|
|
|
2009
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$214K
|
+$211K
|
1
|
0.18%
|
New
|
|
|
2010
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$214K
|
+$220K
|
1
|
0.06%
|
New
|
|
|
2011
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$213K
|
+$239K
|
1
|
0.21%
|
New
|
|
|
2012
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$212K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2013
|
IFC Holdings
Tampa,
Florida
|
$211K
|
-$15.5K
|
2
|
0.03%
|
Reduced
|
|
|
2014
|
Corrado Advisors
Ramsey,
New Jersey
|
$209K
|
+$197K
|
1
|
0.12%
|
New
|
|
|
2015
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$209K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2016
|
Arete Wealth Advisors
Chicago,
Illinois
|
$208K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2017
|
D'Orazio & Associates
Falls Church,
Virginia
|
$208K
|
+$149K
|
2
|
0.1%
|
Increased
|
|
|
2018
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$207K
|
-$21K
|
1
|
0.16%
|
Reduced
|
|
|
2019
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$206K
|
+$212K
|
1
|
0.04%
|
New
|
|
|
2020
|
Emerson Investment Management
Boston,
Massachusetts
|
$204K
|
+$207K
|
1
|
0.04%
|
New
|
|
|
2021
|
Spirit of America Management Corp
Syosset,
New York
|
$204K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2022
|
Firsthand Capital Management
San Jose,
California
|
$203K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2023
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$203K
|
+$208K
|
1
|
0.07%
|
New
|
|
|
2024
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$202K
|
+$208K
|
1
|
0.23%
|
New
|
|
|
2025
|
Mengis Capital Management
Portland,
Oregon
|
$200K
|
+$206K
|
1
|
0.17%
|
New
|
|