|
2001
|
Lehman Financial Resources
Media,
Pennsylvania
|
$223K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2002
|
Hilltop Holdings
Dallas,
Texas
|
$222K
|
+$217K
|
1
|
0.07%
|
New
|
|
|
2003
|
Destination Wealth Management
Walnut Creek,
California
|
$221K
|
+$218K
|
1
|
0.02%
|
New
|
|
|
2004
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$221K
|
+$215K
|
1
|
0.13%
|
New
|
|
|
2005
|
Autus Asset Management
Scottsdale,
Arizona
|
$220K
|
-$47.6K
|
1
|
0.05%
|
Reduced
|
|
|
2006
|
Cadinha & Co
Honolulu,
Hawaii
|
$220K
|
+$223K
|
1
|
0.05%
|
New
|
|
|
2007
|
HeadInvest LLC
Portland,
Maine
|
$220K
|
-$24.6K
|
1
|
0.08%
|
Reduced
|
|
|
2008
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$219K
|
-$7.49K
|
1
|
0.02%
|
Reduced
|
|
|
2009
|
Fort LP
Chevy Chase,
Maryland
|
$218K
|
+$211K
|
1
|
0.09%
|
New
|
|
|
2010
|
Golden Gate Private Equity
San Francisco,
California
|
$218K
|
-$419K
|
1
|
0.12%
|
Reduced
|
|
|
2011
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$218K
|
-$29.4K
|
1
|
0.18%
|
Reduced
|
|
|
2012
|
Fort Point Capital Partners
San Francisco,
California
|
$216K
|
+$201K
|
1
|
0.1%
|
New
|
|
|
2013
|
Edinburgh Partners
Edinburgh,
United Kingdom
|
$215K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2014
|
First Niagara Bank
Lockport,
New York
|
$214K
|
+$2.92K
|
1
|
0.06%
|
Increased
|
|
|
2015
|
LVZ Inc
Holland,
Michigan
|
$214K
|
+$199K
|
1
|
0.1%
|
New
|
|
|
2016
|
Ballentine Partners
Waltham,
Massachusetts
|
$213K
|
-$13.1K
|
1
|
0.02%
|
Reduced
|
|
|
2017
|
Montecito Bank & Trust
Santa Barbara,
California
|
$213K
|
+$211K
|
1
|
0.09%
|
New
|
|
|
2018
|
Wills Financial Group
Richmond,
Virginia
|
$213K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2019
|
Orbitronix LP
Newport Beach,
California
|
$212K
|
-$2.07M
|
1
|
0.29%
|
Reduced
|
|
|
2020
|
Signature Financial Management
Norfolk,
Virginia
|
$212K
|
+$213K
|
1
|
0.1%
|
New
|
|
|
2021
|
Bangor Savings Bank
Bangor,
Maine
|
$210K
|
+$212K
|
1
|
0.05%
|
New
|
|
|
2022
|
Iowa State Bank
Urbandale,
Iowa
|
$210K
|
+$3.75K
|
1
|
0.11%
|
Increased
|
|
|
2023
|
Cowen Prime Advisors
New York
|
$208K
|
-$272K
|
2
|
0.1%
|
Reduced
|
|
|
2024
|
Krilogy Financial
St. Louis,
Missouri
|
$208K
|
+$49.4K
|
4
|
0.07%
|
Increased
|
|
|
2025
|
Palouse Capital Management
Spokane,
Washington
|
$207K
|
-$6.63K
|
1
|
0.08%
|
Reduced
|
|