|
2001
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$238K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2002
|
Canal Capital Management
Richmond,
Virginia
|
$237K
|
+$1.56K
|
1
|
0.07%
|
Increased
|
|
|
2003
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$237K
|
+$1.04K
|
1
|
0.17%
|
Increased
|
|
|
2004
|
Tradewinds Capital Management
Bellingham,
Washington
|
$237K
|
+$11.5K
|
2
|
0.04%
|
Increased
|
|
|
2005
|
Garrison Point Advisors
Walnut Creek,
California
|
$236K
|
+$173
|
1
|
0.17%
|
Increased
|
|
|
2006
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$235K
|
+$4.5K
|
1
|
0.04%
|
Increased
|
|
|
2007
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$235K
|
$0
|
4
|
0.17%
|
Maintained
|
|
|
2008
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$235K
|
+$17.8K
|
7
|
0.07%
|
Increased
|
|
|
2009
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$234K
|
-$8.66K
|
1
|
0.23%
|
Reduced
|
|
|
2010
|
Sunflower Bank
Dallas,
Texas
|
$234K
|
-$23.7K
|
1
|
0.03%
|
Reduced
|
|
|
2011
|
Enterprise Trust & Investment
Los Gatos,
California
|
$233K
|
-$80K
|
2
|
0.09%
|
Reduced
|
|
|
2012
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$233K
|
-$6.64K
|
1
|
0.13%
|
Reduced
|
|
|
2013
|
9258 Wealth Management
Blue Ash,
Ohio
|
$232K
|
+$5.77K
|
1
|
0.06%
|
Increased
|
|
|
2014
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$232K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2015
|
Trek Financial
Scottsdale,
Arizona
|
$232K
|
+$58.6K
|
1
|
0.02%
|
Increased
|
|
|
2016
|
Winfield Associates
Cleveland,
Ohio
|
$232K
|
-$13.3K
|
1
|
0.09%
|
Reduced
|
|
|
2017
|
Advus Financial Partners
Winter Park,
Florida
|
$231K
|
+$270K
|
1
|
0.13%
|
New
|
|
|
2018
|
Check Capital Management
Costa Mesa,
California
|
$231K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2019
|
Lantz Financial
Naperville,
Illinois
|
$231K
|
+$11.4K
|
1
|
0.12%
|
Increased
|
|
|
2020
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$229K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2021
|
Renasant Bank
Tupelo,
Mississippi
|
$229K
|
+$4.97K
|
1
|
0.18%
|
Increased
|
|
|
2022
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$228K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2023
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$228K
|
-$69K
|
1
|
0.03%
|
Reduced
|
|
|
2024
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$227K
|
-$13.1K
|
1
|
0.01%
|
Reduced
|
|
|
2025
|
Inspire Investing
Meridian,
Idaho
|
$227K
|
-$2.47M
|
1
|
0.03%
|
Reduced
|
|