|
2001
|
Markston International
White Plains,
New York
|
$40K
|
-$66.5K
|
1
|
0%
|
Reduced
|
|
|
2002
|
|
$40K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2003
|
Northstar Capital Management
New York
|
$40K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2004
|
Premia Global Advisors
Coral Gables,
Florida
|
$34K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2005
|
Tortoise Investment Management
White Plains,
New York
|
$34K
|
-$10.9K
|
2
|
0.01%
|
Reduced
|
|
|
2006
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$33K
|
+$2.33K
|
2
|
0%
|
Increased
|
|
|
2007
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$33K
|
+$13.1K
|
2
|
0.05%
|
Increased
|
|
|
2008
|
Crewe Advisors
Salt Lake City,
Utah
|
$31K
|
-$11K
|
1
|
0.03%
|
Reduced
|
|
|
2009
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$31K
|
-$464K
|
2
|
0%
|
Reduced
|
|
|
2010
|
Benson Investment Management Company
Roanoke,
Virginia
|
$30K
|
+$32.5K
|
1
|
0.02%
|
New
|
|
|
2011
|
Arax Advisory Partners
Denver,
Colorado
|
$29K
|
+$23.4K
|
1
|
0.02%
|
Increased
|
|
|
2012
|
Armbruster Capital Management
Pittsford,
New York
|
$27K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2013
|
Hoertkorn Richard Charles
|
$27K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2014
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$26.8K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2015
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$26.8K
|
+$8.88K
|
1
|
0.02%
|
Increased
|
|
|
2016
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$24K
|
+$4.19K
|
3
|
0.01%
|
Increased
|
|
|
2017
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$24K
|
-$10K
|
1
|
0.02%
|
Reduced
|
|
|
2018
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$24K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2019
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$23K
|
+$22.7K
|
1
|
0.01%
|
New
|
|
|
2020
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$23K
|
+$17.2K
|
3
|
0%
|
Increased
|
|
|
2021
|
Blume Capital Management
Berkeley,
California
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2022
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$22K
|
-$8.88K
|
1
|
0.09%
|
Reduced
|
|
|
2023
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$21K
|
+$21.2K
|
3
|
0%
|
New
|
|
|
2024
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$20K
|
-$2K
|
1
|
0.01%
|
Reduced
|
|
|
2025
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$20K
|
-$868K
|
3
|
0.01%
|
Reduced
|
|