|
2001
|
Thompson Investment Management
Madison,
Wisconsin
|
$173K
|
-$52.7K
|
1
|
0.04%
|
Reduced
|
|
|
2002
|
Florence Capital Advisors
New York
|
$166K
|
+$198K
|
2
|
0.16%
|
New
|
|
|
2003
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$166K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
2004
|
Shamrock Asset Management
Dallas,
Texas
|
$165K
|
+$136
|
1
|
0.25%
|
Increased
|
|
|
2005
|
D'Orazio & Associates
Falls Church,
Virginia
|
$163K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
2006
|
Norway Savings Bank
Portland,
Maine
|
$163K
|
+$6.82K
|
2
|
0.16%
|
Increased
|
|
|
2007
|
New Potomac Partners
Bethesda,
Maryland
|
$160K
|
$0
|
2
|
0.17%
|
Maintained
|
|
|
2008
|
Cordasco Financial Network
Naples,
Florida
|
$157K
|
$0
|
2
|
0.18%
|
Maintained
|
|
|
2009
|
Ferris Capital
Marlborough,
Massachusetts
|
$157K
|
-$5.43K
|
7
|
0.07%
|
Reduced
|
|
|
2010
|
Macroview Investment Management
Bethesda,
Maryland
|
$157K
|
-$33K
|
3
|
0.5%
|
Reduced
|
|
|
2011
|
Catamount Wealth Management
Westport,
Connecticut
|
$156K
|
-$97K
|
2
|
0.11%
|
Reduced
|
|
|
2012
|
G&S Capital
Denver,
Colorado
|
$155K
|
-$55K
|
2
|
0.14%
|
Reduced
|
|
|
2013
|
Lenox Wealth Advisors
New York
|
$153K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2014
|
Strategic Wealth Partners
Independence,
Ohio
|
$152K
|
-$2.02K
|
4
|
0.08%
|
Reduced
|
|
|
2015
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$152K
|
+$4.72K
|
4
|
0.09%
|
Increased
|
|
|
2016
|
Hendershot Investments
Centreville,
Virginia
|
$151K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2017
|
Veritas Investment Management (UK)
London,
United Kingdom
|
$151K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2018
|
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
$149K
|
+$200K
|
5
|
0.01%
|
Increased
|
|
|
2019
|
Whitnell & Co
Oak Brook,
Illinois
|
$149K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
2020
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$148K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2021
|
Arlington Partners
Birmingham,
Alabama
|
$146K
|
+$116K
|
4
|
0.1%
|
Increased
|
|
|
2022
|
Pathstone Family Office
Englewood,
New Jersey
|
$142K
|
-$20K
|
1
|
0.04%
|
Reduced
|
|
|
2023
|
Wealthspire Advisors (New York)
New York
|
$142K
|
+$152K
|
10
|
0.01%
|
New
|
|
|
2024
|
Northwest Wealth Management
Spencer,
Iowa
|
$140K
|
+$4.67K
|
3
|
0.12%
|
Increased
|
|
|
2025
|
Trust Company
Manhattan,
Kansas
|
$138K
|
-$113K
|
4
|
0.08%
|
Reduced
|
|