|
2001
|
Evanson Asset Management
Carmel,
California
|
$990K
|
+$174K
|
2
|
0.06%
|
Increased
|
|
|
2002
|
Draper Asset Management
Smithtown,
New York
|
$989K
|
+$11.6K
|
1
|
0.59%
|
Increased
|
|
|
2003
|
Flossbach Von Storch
Cologne,
Germany
|
$989K
|
+$917K
|
1
|
0%
|
New
|
|
|
2004
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$986K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2005
|
Manske Wealth Management
Houston,
Texas
|
$984K
|
-$44.5K
|
1
|
0.3%
|
Reduced
|
|
|
2006
|
First National Corp
Rockland,
Massachusetts
|
$984K
|
-$24.3K
|
1
|
0.19%
|
Reduced
|
|
|
2007
|
Laidlaw Wealth Management
New York City,
New York
|
$984K
|
+$7.58K
|
2
|
2.34%
|
Increased
|
|
|
2008
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$983K
|
$0
|
1
|
0.44%
|
Maintained
|
|
|
2009
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$981K
|
+$45.8K
|
1
|
0.05%
|
Increased
|
|
|
2010
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$979K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2011
|
Abacus Planning Group
Columbia,
South Carolina
|
$978K
|
-$1.83K
|
1
|
0.13%
|
Reduced
|
|
|
2012
|
Kendall Capital Management
Rockville,
Maryland
|
$977K
|
+$15.7K
|
1
|
0.22%
|
Increased
|
|
|
2013
|
Vista Investment Partners II
Richmond,
Indiana
|
$977K
|
-$13.1K
|
1
|
0.46%
|
Reduced
|
|
|
2014
|
Investment Advisory Services
The Woodlands,
Texas
|
$977K
|
-$68.3K
|
1
|
0.31%
|
Reduced
|
|
|
2015
|
City Holding Co
Charleston,
West Virginia
|
$977K
|
-$38.5K
|
1
|
0.12%
|
Reduced
|
|
|
2016
|
Titleist Asset Management
San Antonio,
Texas
|
$976K
|
-$163K
|
1
|
0.09%
|
Reduced
|
|
|
2017
|
Gilbert & Cook
West Des Moines,
Iowa
|
$973K
|
+$28.5K
|
1
|
0.13%
|
Increased
|
|
|
2018
|
Navis Wealth Advisors
Rye Brook,
New York
|
$973K
|
+$119K
|
1
|
0.73%
|
Increased
|
|
|
2019
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$972K
|
-$38K
|
1
|
0.07%
|
Reduced
|
|
|
2020
|
Port Capital
Chicago,
Illinois
|
$971K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2021
|
LRI Investments
Palm Beach Gardens,
Florida
|
$969K
|
-$221K
|
3
|
0.08%
|
Reduced
|
|
|
2022
|
First Command Advisory Services
Fort Worth,
Texas
|
$966K
|
-$20.2K
|
1
|
0.01%
|
Reduced
|
|
|
2023
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$964K
|
+$421K
|
1
|
0.23%
|
Increased
|
|
|
2024
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$962K
|
-$109K
|
1
|
0.5%
|
Reduced
|
|
|
2025
|
Legacy Trust
Grand Rapids,
Michigan
|
$962K
|
+$892K
|
1
|
0.19%
|
New
|
|
