|
2001
|
Savant Capital
Rockford,
Illinois
|
$363K
|
-$8.84K
|
1
|
0.12%
|
Reduced
|
|
|
2002
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$363K
|
+$380K
|
1
|
0.08%
|
New
|
|
|
2003
|
Tiemann Investment Advisors
Menlo Park,
California
|
$363K
|
+$63.2K
|
1
|
0.37%
|
Increased
|
|
|
2004
|
Ballentine Partners
Waltham,
Massachusetts
|
$360K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2005
|
Albion Financial Group
Salt Lake City,
Utah
|
$357K
|
-$10.6K
|
1
|
0.06%
|
Reduced
|
|
|
2006
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$357K
|
-$3.72K
|
3
|
0.07%
|
Reduced
|
|
|
2007
|
Pacer Advisors
Malvern,
Pennsylvania
|
$356K
|
$0
|
2
|
0.74%
|
Maintained
|
|
|
2008
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$353K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2009
|
Glenview State Bank Trust Department
Glenview,
Illinois
|
$353K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
2010
|
NCM Capital Management Group
Durham,
North Carolina
|
$352K
|
$0
|
4
|
3.96%
|
Maintained
|
|
|
2011
|
TradeLink Capital
Chicago,
Illinois
|
$349K
|
+$366K
|
1
|
0.52%
|
New
|
|
|
2012
|
Capital Wealth Planning
Naples,
Florida
|
$349K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2013
|
Terra Nova Asset Management
New York
|
$349K
|
+$391K
|
1
|
0.29%
|
New
|
|
|
2014
|
Tarbox Family Office
Newport Beach,
California
|
$348K
|
+$1.88K
|
8
|
0.3%
|
Increased
|
|
|
2015
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$345K
|
-$120K
|
1
|
0.04%
|
Reduced
|
|
|
2016
|
FAS Wealth Partners
Leawood,
Kansas
|
$341K
|
-$9.38K
|
1
|
0.17%
|
Reduced
|
|
|
2017
|
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
|
$340K
|
+$356K
|
1
|
0.05%
|
New
|
|
|
2018
|
Bender Robert & Associates
Pasadena,
California
|
$339K
|
+$27.1K
|
1
|
0.2%
|
Increased
|
|
|
2019
|
Croft-Leominster
Baltimore,
Maryland
|
$339K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2020
|
SSI Investment Management
Los Angeles,
California
|
$339K
|
-$36.2K
|
1
|
0.03%
|
Reduced
|
|
|
2021
|
Harvey Capital Management
Palm Beach,
Florida
|
$336K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2022
|
Partnervest Advisory Services
Santa Barbara,
California
|
$335K
|
-$922K
|
1
|
0.17%
|
Reduced
|
|
|
2023
|
Capital Planning Advisors
Roseville,
California
|
$334K
|
-$41.5K
|
1
|
0.2%
|
Reduced
|
|
|
2024
|
Bruderman Asset Management
Locust Valley,
New York
|
$332K
|
+$23.9K
|
2
|
0.13%
|
Increased
|
|
|
2025
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$327K
|
-$10.8K
|
1
|
0.09%
|
Reduced
|
|