|
2001
|
Mizuho Securities
Tokyo,
Japan
|
$230K
|
+$1.02K
|
2
|
0.3%
|
Increased
|
|
|
2002
|
Trust Company
Manhattan,
Kansas
|
$230K
|
-$62.2K
|
1
|
0.21%
|
Reduced
|
|
|
2003
|
Allred Capital Management
Dallas,
Texas
|
$229K
|
-$1.64K
|
1
|
0.13%
|
Reduced
|
|
|
2004
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$229K
|
+$28.5K
|
1
|
0.04%
|
Increased
|
|
|
2005
|
Versant Capital Management
Phoenix,
Arizona
|
$229K
|
-$101K
|
8
|
0.1%
|
Reduced
|
|
|
2006
|
Iowa State Bank
Urbandale,
Iowa
|
$228K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2007
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$226K
|
-$239K
|
1
|
0.1%
|
Reduced
|
|
|
2008
|
Private Ocean
San Rafael,
California
|
$226K
|
+$262
|
3
|
0.06%
|
Increased
|
|
|
2009
|
Schnieders Capital Management
Pasadena,
California
|
$226K
|
+$4.25K
|
1
|
0.09%
|
Increased
|
|
|
2010
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$225K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2011
|
|
$225K
|
-$757K
|
1
|
0.04%
|
Reduced
|
|
|
2012
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$225K
|
-$2.12K
|
1
|
0.12%
|
Reduced
|
|
|
2013
|
|
$223K
|
+$249K
|
1
|
0.02%
|
New
|
|
|
2014
|
Webster Bank
Waterbury,
Connecticut
|
$222K
|
+$31.1K
|
3
|
0.03%
|
Increased
|
|
|
2015
|
Check Capital Management
Costa Mesa,
California
|
$220K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2016
|
Thompson Investment Management
Madison,
Wisconsin
|
$220K
|
+$6.29K
|
1
|
0.04%
|
Increased
|
|
|
2017
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$220K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2018
|
Delta Asset Management
Memphis,
Tennessee
|
$219K
|
+$62
|
5
|
0.03%
|
Increased
|
|
|
2019
|
Bay Colony Advisors
Concord,
Massachusetts
|
$218K
|
+$62
|
1
|
0.14%
|
Increased
|
|
|
2020
|
Affinity Wealth Management
Wilmington,
Delaware
|
$217K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2021
|
Larson Financial Group
St Louis,
Missouri
|
$217K
|
-$165K
|
3
|
0.16%
|
Reduced
|
|
|
2022
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$217K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2023
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$215K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2024
|
Spearhead Capital Advisors
Wellington,
Florida
|
$215K
|
+$219K
|
1
|
0.06%
|
New
|
|
|
2025
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$214K
|
-$959K
|
1
|
0.02%
|
Reduced
|
|