|
2001
|
Baxter Bros Inc
Riverside,
Connecticut
|
$205K
|
+$196K
|
1
|
0.07%
|
New
|
|
|
2002
|
Blue Fin Capital
Warren,
Rhode Island
|
$205K
|
+$169K
|
1
|
0.17%
|
New
|
|
|
2003
|
Strategic Advisors
New York
|
$205K
|
+$206K
|
1
|
0.11%
|
New
|
|
|
2004
|
Telos Capital Management
San Diego,
California
|
$205K
|
+$189K
|
1
|
0.1%
|
New
|
|
|
2005
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$205K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2006
|
CapWealth Advisors
Franklin,
Tennessee
|
$204K
|
-$6.14K
|
3
|
0.05%
|
Reduced
|
|
|
2007
|
Integrated Wealth Counsel
Carmel,
California
|
$204K
|
+$188K
|
2
|
0.43%
|
New
|
|
|
2008
|
Toth Financial Advisory
Leesburg,
Virginia
|
$204K
|
-$879K
|
1
|
0.06%
|
Reduced
|
|
|
2009
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$202K
|
-$2.97M
|
1
|
0.02%
|
Reduced
|
|
|
2010
|
Compton Capital Management
Providence,
Rhode Island
|
$200K
|
-$296K
|
1
|
0.11%
|
Reduced
|
|
|
2011
|
Gemmer Asset Management
Walnut Creek,
California
|
$200K
|
+$4.21K
|
17
|
0.1%
|
Increased
|
|
|
2012
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$200K
|
+$10.8K
|
8
|
0.19%
|
Increased
|
|
|
2013
|
Archford Capital Strategies
Swansea,
Illinois
|
$197K
|
+$2.94K
|
7
|
0.08%
|
Increased
|
|
|
2014
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$196K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2015
|
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
$193K
|
+$178K
|
1
|
0.03%
|
New
|
|
|
2016
|
Partner Investment Management
San Francisco,
California
|
$192K
|
-$151K
|
1
|
0.28%
|
Reduced
|
|
|
2017
|
Trafelet Capital Management
New York
|
$192K
|
+$53.6K
|
1
|
0.15%
|
Increased
|
|
|
2018
|
Miles Capital
West Des Moines,
Iowa
|
$182K
|
-$663K
|
1
|
0.12%
|
Reduced
|
|
|
2019
|
AllSquare Wealth Management
Albany,
New York
|
$178K
|
$0
|
2
|
0.17%
|
Maintained
|
|
|
2020
|
Joel Isaacson & Co
New York
|
$177K
|
+$491
|
5
|
0.04%
|
Increased
|
|
|
2021
|
Avior Wealth Management
Omaha,
Nebraska
|
$176K
|
-$8.09K
|
6
|
0.07%
|
Reduced
|
|
|
2022
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$176K
|
-$1.97M
|
1
|
0.04%
|
Reduced
|
|
|
2023
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$176K
|
-$189K
|
1
|
0.07%
|
Reduced
|
|
|
2024
|
New York Life Trust
New York
|
$176K
|
+$4.22K
|
2
|
0.87%
|
Increased
|
|
|
2025
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$175K
|
$0
|
2
|
0.02%
|
Maintained
|
|