|
2001
|
Ramirez Asset Management
New York
|
$224K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2002
|
Park National Corp
Newark,
Ohio
|
$224K
|
-$9.51K
|
1
|
0.01%
|
Reduced
|
|
|
2003
|
United Bank (Virginia)
Vienna,
Virginia
|
$224K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2004
|
IFG Advisory
Atlanta,
Georgia
|
$223K
|
+$1.48K
|
1
|
0.02%
|
Increased
|
|
|
2005
|
White Pine Capital
Bloomington,
Minnesota
|
$222K
|
-$33.5K
|
1
|
0.09%
|
Reduced
|
|
|
2006
|
Point72 Europe
London,
United Kingdom
|
$222K
|
+$222K
|
4
|
0.03%
|
New
|
|
|
2007
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$221K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2008
|
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
$221K
|
-$23.8K
|
1
|
0.01%
|
Reduced
|
|
|
2009
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$221K
|
+$12.4K
|
1
|
0.02%
|
Increased
|
|
|
2010
|
GHP Investment Advisors
Denver,
Colorado
|
$221K
|
-$17.6K
|
4
|
0.01%
|
Reduced
|
|
|
2011
|
GSB Wealth Management
Guilford,
Connecticut
|
$221K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2012
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$221K
|
-$9.28K
|
1
|
0.02%
|
Reduced
|
|
|
2013
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$220K
|
-$54.7K
|
5
|
0.03%
|
Reduced
|
|
|
2014
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$219K
|
-$45.6K
|
1
|
0.09%
|
Reduced
|
|
|
2015
|
Lifestyle Asset Management
Friendswood,
Texas
|
$219K
|
+$202K
|
1
|
0.12%
|
New
|
|
|
2016
|
Drive Wealth Management
Lehi,
Utah
|
$219K
|
-$8.87K
|
1
|
0.07%
|
Reduced
|
|
|
2017
|
Arlington Partners
Birmingham,
Alabama
|
$219K
|
-$108K
|
2
|
0.06%
|
Reduced
|
|
|
2018
|
Chicago Trust
Grayslake,
Illinois
|
$219K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2019
|
OneAscent Financial Services
Birmingham,
Alabama
|
$218K
|
+$16.8K
|
1
|
0.03%
|
Increased
|
|
|
2020
|
Capital City Trust
Tallahassee,
Florida
|
$217K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2021
|
Summit Financial Strategies
Columbus,
Ohio
|
$216K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2022
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$216K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2023
|
L2 Asset Management
Wayland,
Massachusetts
|
$216K
|
+$206K
|
1
|
0.09%
|
New
|
|
|
2024
|
Cannell & Spears
New York
|
$215K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2025
|
E Fund Management
Guangzhou,
China
|
$214K
|
+$230K
|
1
|
0.01%
|
New
|
|