|
2001
|
Flow Traders U.S.
New York
|
$207K
|
-$15.4K
|
1
|
0.01%
|
Reduced
|
|
|
2002
|
Magellan Asset Management
Sydney,
Australia
|
$207K
|
+$12K
|
1
|
0%
|
Increased
|
|
|
2003
|
Parametrica Management
Wanchai,
Hong Kong
|
$207K
|
+$215K
|
1
|
0.15%
|
New
|
|
|
2004
|
Financial Management Professionals
Austin,
Texas
|
$206K
|
-$62.4K
|
9
|
0.05%
|
Reduced
|
|
|
2005
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$206K
|
+$1.58K
|
7
|
0.05%
|
Increased
|
|
|
2006
|
Main Street Research
Lakeville,
Connecticut
|
$206K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2007
|
Means Investment Company
Bangor,
Maine
|
$206K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2008
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$206K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2009
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$205K
|
+$9.76K
|
8
|
0.02%
|
Increased
|
|
|
2010
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$205K
|
-$24.1K
|
1
|
0.02%
|
Reduced
|
|
|
2011
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$204K
|
+$188K
|
1
|
0.07%
|
New
|
|
|
2012
|
MTM Investment Management
Spartanburg,
South Carolina
|
$204K
|
+$188K
|
1
|
0.11%
|
New
|
|
|
2013
|
Physician Wealth Advisors
Midvale,
Utah
|
$204K
|
-$300K
|
1
|
0.06%
|
Reduced
|
|
|
2014
|
Blue Fin Capital
Warren,
Rhode Island
|
$203K
|
+$187K
|
1
|
0.06%
|
New
|
|
|
2015
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$203K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2016
|
Laidlaw Wealth Management
New York City,
New York
|
$202K
|
-$24.4K
|
1
|
0.05%
|
Reduced
|
|
|
2017
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$202K
|
+$206K
|
1
|
0.08%
|
New
|
|
|
2018
|
NorthRock Partners
Minneapolis,
Minnesota
|
$201K
|
+$177K
|
1
|
0.02%
|
New
|
|
|
2019
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$201K
|
+$199K
|
1
|
0.05%
|
New
|
|
|
2020
|
BTC Capital Management
Des Moines,
Iowa
|
$200K
|
-$265K
|
1
|
0.02%
|
Reduced
|
|
|
2021
|
Murphy Capital Management
Bedminster,
New Jersey
|
$200K
|
+$208K
|
1
|
0.02%
|
New
|
|
|
2022
|
20/20 Capital Management
Costa Mesa,
California
|
$199K
|
+$206K
|
1
|
0.05%
|
New
|
|
|
2023
|
McMillion Capital Management
Greensboro,
North Carolina
|
$195K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2024
|
Gemmer Asset Management
Walnut Creek,
California
|
$194K
|
-$88
|
12
|
0.03%
|
Reduced
|
|
|
2025
|
Sterling Financial Planning
Sparta,
New Jersey
|
$194K
|
$0
|
2
|
0.13%
|
Maintained
|
|