|
2001
|
Avion Wealth
The Woodlands,
Texas
|
$199K
|
+$212K
|
1
|
0.19%
|
New
|
|
|
2002
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$199K
|
-$12.9K
|
1
|
0.08%
|
Reduced
|
|
|
2003
|
Princeton Capital Management
Red Bank,
New Jersey
|
$199K
|
$0
|
4
|
0.1%
|
Maintained
|
|
|
2004
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$199K
|
+$100K
|
4
|
0.05%
|
Increased
|
|
|
2005
|
BCWM LLC
Overland Park,
Kansas
|
$196K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2006
|
Arkos Global Advisors
Houston,
Texas
|
$194K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2007
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$193K
|
-$88.9K
|
3
|
0.1%
|
Reduced
|
|
|
2008
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$193K
|
+$1.08K
|
6
|
0.15%
|
Increased
|
|
|
2009
|
Edgewood Management
Greenwich,
Connecticut
|
$191K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
Field & Main Bank
Henderson,
Kentucky
|
$191K
|
+$46.3K
|
1
|
0.17%
|
Increased
|
|
|
2011
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$191K
|
-$68.2K
|
1
|
0.04%
|
Reduced
|
|
|
2012
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$191K
|
+$55.8K
|
1
|
0.07%
|
Increased
|
|
|
2013
|
Mengis Capital Management
Portland,
Oregon
|
$188K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2014
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$188K
|
-$11.7K
|
1
|
0.01%
|
Reduced
|
|
|
2015
|
Requisite Capital Management
Dallas,
Texas
|
$187K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2016
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$187K
|
-$214K
|
1
|
0%
|
Reduced
|
|
|
2017
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$186K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
2018
|
FNY Investment Advisers
New York
|
$186K
|
+$179K
|
2
|
0.06%
|
Increased
|
|
|
2019
|
Larson Financial Group
St Louis,
Missouri
|
$184K
|
-$16.1K
|
4
|
0.12%
|
Reduced
|
|
|
2020
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$179K
|
-$263K
|
1
|
0%
|
Reduced
|
|
|
2021
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$178K
|
-$644K
|
1
|
0.08%
|
Reduced
|
|
|
2022
|
Central Bank & Trust
Lexington,
Kentucky
|
$178K
|
-$179K
|
1
|
0.04%
|
Reduced
|
|
|
2023
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$178K
|
+$190K
|
1
|
0.06%
|
New
|
|
|
2024
|
Gemmer Asset Management
Walnut Creek,
California
|
$178K
|
-$791
|
6
|
0.04%
|
Reduced
|
|
|
2025
|
Toth Financial Advisory
Leesburg,
Virginia
|
$176K
|
+$14.5K
|
3
|
0.04%
|
Increased
|
|