|
2001
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$229K
|
-$13.4K
|
1
|
0.02%
|
Reduced
|
|
|
2002
|
Palouse Capital Management
Spokane,
Washington
|
$229K
|
-$2.2M
|
1
|
0.09%
|
Reduced
|
|
|
2003
|
Raffa Wealth Management
Washington,
District of Columbia
|
$229K
|
+$139K
|
15
|
0.13%
|
Increased
|
|
|
2004
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$228K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2005
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$228K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2006
|
Firsthand Capital Management
San Jose,
California
|
$226K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2007
|
Lehman Financial Resources
Media,
Pennsylvania
|
$225K
|
-$13.4K
|
1
|
0.12%
|
Reduced
|
|
|
2008
|
Gratus Capital
Atlanta,
Georgia
|
$223K
|
+$1.57K
|
1
|
0.05%
|
Increased
|
|
|
2009
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$222K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2010
|
Stratford Consulting
Addison,
Texas
|
$219K
|
-$275K
|
1
|
0.1%
|
Reduced
|
|
|
2011
|
Accredited Investors
Edina,
Minnesota
|
$218K
|
+$191K
|
1
|
0.06%
|
New
|
|
|
2012
|
Lucas Capital Management
Red Bank,
New Jersey
|
$218K
|
-$7.83K
|
1
|
0.16%
|
Reduced
|
|
|
2013
|
Wedgewood Partners
St Louis,
Missouri
|
$217K
|
+$197K
|
1
|
0%
|
New
|
|
|
2014
|
FNY Managed Accounts
New York
|
$215K
|
+$211K
|
3
|
0.38%
|
New
|
|
|
2015
|
Ballentine Partners
Waltham,
Massachusetts
|
$215K
|
+$219K
|
1
|
0.02%
|
New
|
|
|
2016
|
First Niagara Bank
Lockport,
New York
|
$214K
|
-$40.2K
|
1
|
0.06%
|
Reduced
|
|
|
2017
|
Wills Financial Group
Richmond,
Virginia
|
$214K
|
-$1.64M
|
1
|
0.18%
|
Reduced
|
|
|
2018
|
Bienville Capital Management
New York
|
$211K
|
+$190K
|
1
|
0.07%
|
New
|
|
|
2019
|
Courier Capital
Buffalo,
New York
|
$211K
|
-$242K
|
1
|
0.04%
|
Reduced
|
|
|
2020
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$211K
|
+$185K
|
1
|
0.05%
|
New
|
|
|
2021
|
Stone Ridge Asset Management
New York
|
$211K
|
-$71.5K
|
1
|
1.28%
|
Reduced
|
|
|
2022
|
Arete Wealth Advisors
Chicago,
Illinois
|
$210K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2023
|
Mission Wealth Management
Santa Barbara,
California
|
$209K
|
+$183K
|
1
|
0.06%
|
New
|
|
|
2024
|
Homrich & Berg
Atlanta,
Georgia
|
$208K
|
-$160K
|
1
|
0.02%
|
Reduced
|
|
|
2025
|
Iowa State Bank
Urbandale,
Iowa
|
$208K
|
+$182K
|
1
|
0.12%
|
New
|
|