|
2001
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$250K
|
-$16.2K
|
1
|
0.05%
|
Reduced
|
|
|
2002
|
McRae Capital Management
Morristown,
New Jersey
|
$249K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2003
|
Kelleher Financial Advisors
New York
|
$248K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2004
|
LBA Wealth Management
Jacksonville,
Florida
|
$248K
|
-$3.29K
|
3
|
0.2%
|
Reduced
|
|
|
2005
|
|
$247K
|
+$249K
|
1
|
0.15%
|
New
|
|
|
2006
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$246K
|
+$242K
|
1
|
0.09%
|
New
|
|
|
2007
|
Dock Street Asset Management
Palm Beach,
Florida
|
$244K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2008
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$243K
|
-$142K
|
1
|
0.47%
|
Reduced
|
|
|
2009
|
Graham Capital Management
Rowayton,
Connecticut
|
$242K
|
+$241K
|
1
|
0.01%
|
New
|
|
|
2010
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$242K
|
+$509
|
1
|
0.83%
|
Increased
|
|
|
2011
|
Montecito Bank & Trust
Santa Barbara,
California
|
$241K
|
-$3.72K
|
1
|
0.15%
|
Reduced
|
|
|
2012
|
Jamison Eaton & Wood
Bedminster,
New Jersey
|
$238K
|
+$223K
|
1
|
0.07%
|
New
|
|
|
2013
|
Kinsight LLC
Birmingham,
Alabama
|
$238K
|
+$485
|
1
|
0.15%
|
Increased
|
|
|
2014
|
Madden Advisory Services
Jacksonville,
Florida
|
$237K
|
+$26.3K
|
5
|
0.13%
|
Increased
|
|
|
2015
|
Lucas Capital Management
Red Bank,
New Jersey
|
$232K
|
-$40.4K
|
1
|
0.07%
|
Reduced
|
|
|
2016
|
NCM Capital Management Group
Durham,
North Carolina
|
$231K
|
-$588K
|
1
|
1.82%
|
Reduced
|
|
|
2017
|
Raffa Wealth Management
Washington,
District of Columbia
|
$230K
|
-$29.9K
|
3
|
0.19%
|
Reduced
|
|
|
2018
|
Horizon Investments
Charlotte,
North Carolina
|
$230K
|
+$230K
|
1
|
0.03%
|
New
|
|
|
2019
|
Wallace Capital Management
Dallas,
Texas
|
$230K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2020
|
|
$229K
|
-$20.2K
|
1
|
0.16%
|
Reduced
|
|
|
2021
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$227K
|
+$889
|
1
|
0.09%
|
Increased
|
|
|
2022
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$226K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
2023
|
Ruffer LLP
London,
United Kingdom
|
$225K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2024
|
Alpine Global Management
New York
|
$224K
|
+$197K
|
1
|
0.19%
|
New
|
|
|
2025
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$222K
|
-$273K
|
1
|
0.1%
|
Reduced
|
|