|
2001
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$69K
|
+$525
|
2
|
0.06%
|
Increased
|
|
|
2002
|
Laurion Capital Management
New York
|
$69K
|
+$67.9K
|
2
|
0%
|
New
|
|
|
2003
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$68K
|
-$19.6K
|
2
|
0.03%
|
Reduced
|
|
|
2004
|
Cowen Prime Advisors
New York
|
$68K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2005
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$66K
|
+$4.65K
|
1
|
0.06%
|
Increased
|
|
|
2006
|
NCM Capital Management Group
Durham,
North Carolina
|
$63K
|
-$3.26K
|
1
|
0.77%
|
Reduced
|
|
|
2007
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
$60K
|
+$59.7K
|
3
|
0.07%
|
New
|
|
|
2008
|
Catamount Wealth Management
Westport,
Connecticut
|
$58K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2009
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$58K
|
+$58.2K
|
2
|
0.02%
|
New
|
|
|
2010
|
D. Scott Neal
Lexington,
Kentucky
|
$50K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2011
|
Lenox Wealth Advisors
New York
|
$50K
|
-$3.5K
|
3
|
0.01%
|
Reduced
|
|
|
2012
|
Vigilant Capital Management
Portland,
Maine
|
$48K
|
+$16.3K
|
3
|
0.01%
|
Increased
|
|
|
2013
|
Ninety One
Cape Town,
South Africa
|
$44K
|
+$43.5K
|
1
|
0.04%
|
New
|
|
|
2014
|
Ruggie Capital Group
Tavares,
Florida
|
$41K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2015
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$39K
|
-$3K
|
3
|
0%
|
Reduced
|
|
|
2016
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$37K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2017
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$36K
|
+$14.8K
|
2
|
0.02%
|
Increased
|
|
|
2018
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$35.7K
|
-$284K
|
1
|
0.05%
|
Reduced
|
|
|
2019
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$35K
|
-$22.8K
|
1
|
0.04%
|
Reduced
|
|
|
2020
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$35K
|
-$38.7K
|
1
|
0.06%
|
Reduced
|
|
|
2021
|
Exane Derivatives
Paris,
France
|
$34.4K
|
-$14.1K
|
1
|
0.01%
|
Reduced
|
|
|
2022
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$34K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2023
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$34K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2024
|
Kessler Investment Group
Columbus,
Indiana
|
$30K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2025
|
Davidson Investment Advisors
Great Falls,
Montana
|
$29K
|
-$407K
|
2
|
0%
|
Reduced
|
|