|
2001
|
Reilly Herbert Faulkner III
|
$271K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
2002
|
Boussard & Gavaudan Asset Management
London,
United Kingdom
|
$268K
|
+$228K
|
1
|
0.13%
|
New
|
|
|
2003
|
Alexandria Capital
Arlington,
Virginia
|
$263K
|
-$4.37K
|
5
|
0.11%
|
Reduced
|
|
|
2004
|
Argent Capital Management
St Louis,
Missouri
|
$259K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2005
|
TSP Capital Management Group
Summit,
New Jersey
|
$258K
|
+$263K
|
1
|
0.11%
|
New
|
|
|
2006
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$258K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2007
|
McRae Capital Management
Morristown,
New Jersey
|
$256K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2008
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$253K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2009
|
LBA Wealth Management
Jacksonville,
Florida
|
$252K
|
-$10.3K
|
3
|
0.21%
|
Reduced
|
|
|
2010
|
Dock Street Asset Management
Palm Beach,
Florida
|
$251K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2011
|
First Dallas Securities
Dallas,
Texas
|
$251K
|
+$240K
|
1
|
0.15%
|
New
|
|
|
2012
|
Sequoia Financial Advisors
Akron,
Ohio
|
$251K
|
+$240K
|
1
|
0.19%
|
New
|
|
|
2013
|
|
$250K
|
-$1.27M
|
1
|
0.04%
|
Reduced
|
|
|
2014
|
CKW Financial Group
Honolulu,
Hawaii
|
$250K
|
+$28.3K
|
6
|
0.13%
|
Increased
|
|
|
2015
|
Redmond Asset Management
Henrico,
Virginia
|
$249K
|
-$448K
|
1
|
0.12%
|
Reduced
|
|
|
2016
|
Pure Financial Advisors
San Diego,
California
|
$248K
|
-$16.2K
|
1
|
0.09%
|
Reduced
|
|
|
2017
|
Jamison Eaton & Wood
Bedminster,
New Jersey
|
$247K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2018
|
Strategic Investment Management
Arlington,
Virginia
|
$242K
|
-$291K
|
1
|
0.06%
|
Reduced
|
|
|
2019
|
Wallace Capital Management
Dallas,
Texas
|
$242K
|
-$15.9K
|
1
|
0.05%
|
Reduced
|
|
|
2020
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$239K
|
+$244K
|
1
|
0.13%
|
New
|
|
|
2021
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$239K
|
-$101K
|
1
|
0.02%
|
Reduced
|
|
|
2022
|
Springowl Associates
New York
|
$238K
|
+$202K
|
1
|
2.08%
|
New
|
|
|
2023
|
Raffa Wealth Management
Washington,
District of Columbia
|
$238K
|
+$15.2K
|
3
|
0.18%
|
Increased
|
|
|
2024
|
First American Trust
Santa Ana,
California
|
$237K
|
-$100K
|
1
|
0.09%
|
Reduced
|
|
|
2025
|
|
$236K
|
$0
|
1
|
0.15%
|
Maintained
|
|