|
2001
|
CNB Bank
Clearfield,
Pennsylvania
|
$263K
|
+$8.88K
|
3
|
0.22%
|
Increased
|
|
|
2002
|
IndexIQ Advisors
New York
|
$263K
|
-$431K
|
4
|
0.01%
|
Reduced
|
|
|
2003
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$262K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2004
|
Spinnaker Trust
Portland,
Maine
|
$262K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2005
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$260K
|
+$8.72K
|
3
|
0.06%
|
Increased
|
|
|
2006
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$260K
|
-$94.1K
|
1
|
0.28%
|
Reduced
|
|
|
2007
|
Salem Capital Management
Woburn,
Massachusetts
|
$260K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2008
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$259K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2009
|
Enlightenment Research
Miami,
Florida
|
$258K
|
+$249K
|
1
|
1.21%
|
New
|
|
|
2010
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$258K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2011
|
Autus Asset Management
Scottsdale,
Arizona
|
$257K
|
-$11.8K
|
1
|
0.04%
|
Reduced
|
|
|
2012
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$257K
|
-$16.6M
|
1
|
0.01%
|
Reduced
|
|
|
2013
|
DCF Advisers
Greenwich,
Connecticut
|
$257K
|
+$246K
|
1
|
0.16%
|
New
|
|
|
2014
|
|
$257K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2015
|
|
$256K
|
-$460K
|
1
|
0.04%
|
Reduced
|
|
|
2016
|
Atlas Brown
Louisville,
Kentucky
|
$255K
|
+$1.18K
|
1
|
0.16%
|
Increased
|
|
|
2017
|
DC Investments Management
Mclean,
Virginia
|
$255K
|
-$28.2K
|
1
|
0.2%
|
Reduced
|
|
|
2018
|
|
$255K
|
+$66.3K
|
3
|
0.02%
|
Increased
|
|
|
2019
|
Tiemann Investment Advisors
Menlo Park,
California
|
$255K
|
-$2.35K
|
1
|
0.17%
|
Reduced
|
|
|
2020
|
DFPG Investments
Sandy,
Utah
|
$254K
|
-$4.14K
|
1
|
0.17%
|
Reduced
|
|
|
2021
|
Enterprise Trust & Investment
Los Gatos,
California
|
$254K
|
-$31K
|
2
|
0.14%
|
Reduced
|
|
|
2022
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$254K
|
-$6K
|
1
|
0.04%
|
Reduced
|
|
|
2023
|
Wealthquest
Cincinnati,
Ohio
|
$254K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2024
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$253K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2025
|
LVZ Inc
Holland,
Michigan
|
$252K
|
+$176
|
1
|
0.05%
|
Increased
|
|