|
2001
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$224K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2002
|
Affinity Wealth Management
Wilmington,
Delaware
|
$222K
|
+$242K
|
1
|
0.13%
|
New
|
|
|
2003
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$222K
|
+$255K
|
1
|
0.09%
|
New
|
|
|
2004
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$221K
|
-$2.18K
|
1
|
0.07%
|
Reduced
|
|
|
2005
|
Tibra Equities Europe
London,
United Kingdom
|
$221K
|
+$252K
|
1
|
0.04%
|
New
|
|
|
2006
|
Amarillo National Bank
Amarillo,
Texas
|
$220K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2007
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$220K
|
+$6.84K
|
1
|
0.1%
|
Increased
|
|
|
2008
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$219K
|
+$240K
|
1
|
0.24%
|
New
|
|
|
2009
|
Hudock Inc
Williamsport,
Pennsylvania
|
$218K
|
-$11.3K
|
5
|
0.09%
|
Reduced
|
|
|
2010
|
Raffa Wealth Management
Washington,
District of Columbia
|
$218K
|
-$174K
|
6
|
0.08%
|
Reduced
|
|
|
2011
|
Occidental Asset Management
Burlingame,
California
|
$217K
|
-$41.3K
|
1
|
0.12%
|
Reduced
|
|
|
2012
|
Round Table Services
Westfield,
New Jersey
|
$217K
|
+$249K
|
1
|
0.08%
|
New
|
|
|
2013
|
Beacon Pointe Advisors
Newport Beach,
California
|
$216K
|
+$235K
|
1
|
0.13%
|
New
|
|
|
2014
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$216K
|
+$26.7K
|
1
|
0.09%
|
Increased
|
|
|
2015
|
Churchill Management
Los Angeles,
California
|
$216K
|
+$228K
|
1
|
0.01%
|
New
|
|
|
2016
|
Karpus Investment Management
Pittsford,
New York
|
$216K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2017
|
Cedar Capital
Barrington,
Illinois
|
$215K
|
-$43.5K
|
1
|
0.11%
|
Reduced
|
|
|
2018
|
|
$215K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2019
|
Delta Asset Management
Memphis,
Tennessee
|
$214K
|
+$27.2K
|
5
|
0.03%
|
Increased
|
|
|
2020
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$214K
|
-$217K
|
1
|
0.11%
|
Reduced
|
|
|
2021
|
Liberty Wealth Management
Oakland,
California
|
$214K
|
+$235K
|
5
|
0.16%
|
New
|
|
|
2022
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$213K
|
+$233K
|
1
|
0.01%
|
New
|
|
|
2023
|
|
$212K
|
+$32.7K
|
1
|
0.17%
|
Increased
|
|
|
2024
|
PFG Advisors
Phoenix,
Arizona
|
$212K
|
+$214K
|
1
|
0.07%
|
New
|
|
|
2025
|
SNS Financial Group
Minneapolis,
Minnesota
|
$212K
|
+$17.3K
|
1
|
0.05%
|
Increased
|
|