|
2001
|
Montecito Bank & Trust
Santa Barbara,
California
|
$261K
|
+$27.4K
|
1
|
0.16%
|
Increased
|
|
|
2002
|
Dock Street Asset Management
Palm Beach,
Florida
|
$259K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2003
|
Solaris Asset Management
New York
|
$258K
|
-$348K
|
1
|
0.17%
|
Reduced
|
|
|
2004
|
|
$255K
|
+$266K
|
2
|
0.12%
|
New
|
|
|
2005
|
Kelleher Financial Advisors
New York
|
$255K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2006
|
Adell Harriman & Carpenter
Houston,
Texas
|
$253K
|
-$247K
|
1
|
0.08%
|
Reduced
|
|
|
2007
|
Kinsight LLC
Birmingham,
Alabama
|
$252K
|
+$437
|
1
|
0.15%
|
Increased
|
|
|
2008
|
Donaldson Capital Management
Evansville,
Indiana
|
$249K
|
-$4.37K
|
1
|
0.05%
|
Reduced
|
|
|
2009
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$242K
|
$0
|
4
|
0.34%
|
Maintained
|
|
|
2010
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$241K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2011
|
Family Capital Trust
Peabody,
Massachusetts
|
$240K
|
$0
|
2
|
0.13%
|
Maintained
|
|
|
2012
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$240K
|
+$240K
|
1
|
0.09%
|
New
|
|
|
2013
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$240K
|
-$257K
|
1
|
0.24%
|
Reduced
|
|
|
2014
|
Ruffer LLP
London,
United Kingdom
|
$239K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2015
|
Wallace Capital Management
Dallas,
Texas
|
$236K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2016
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$236K
|
+$237K
|
1
|
0.25%
|
New
|
|
|
2017
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$233K
|
-$6.6K
|
4
|
0.24%
|
Reduced
|
|
|
2018
|
JBF Capital
Aspen,
Colorado
|
$232K
|
-$5M
|
2
|
0.04%
|
Reduced
|
|
|
2019
|
Wharton Business Group
Malvern,
Pennsylvania
|
$232K
|
-$8.47M
|
1
|
0.02%
|
Reduced
|
|
|
2020
|
LBA Wealth Management
Jacksonville,
Florida
|
$231K
|
+$221K
|
4
|
0.19%
|
New
|
|
|
2021
|
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
|
$227K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2022
|
Pettee Investors
Rowayton,
Connecticut
|
$224K
|
+$224K
|
1
|
0.21%
|
New
|
|
|
2023
|
Alpha Capital Management
Austin,
Texas
|
$222K
|
+$214K
|
1
|
0.18%
|
New
|
|
|
2024
|
Mount Vernon Associates
Baltimore,
Maryland
|
$222K
|
$0
|
1
|
0.58%
|
Maintained
|
|
|
2025
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$221K
|
+$215K
|
4
|
0.17%
|
New
|
|