|
2001
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$717K
|
+$100K
|
6
|
0.66%
|
Increased
|
|
|
2002
|
|
$716K
|
-$365K
|
2
|
0.13%
|
Reduced
|
|
|
2003
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$708K
|
+$336K
|
2
|
0.18%
|
Increased
|
|
|
2004
|
Cornerstone Capital
Palo Alto,
California
|
$707K
|
$0
|
2
|
0.16%
|
Maintained
|
|
|
2005
|
Jefferies Financial Group
New York
|
$707K
|
+$648K
|
2
|
0.1%
|
New
|
|
|
2006
|
Bouchey Financial Group
Troy,
New York
|
$705K
|
+$181
|
2
|
0.3%
|
Increased
|
|
|
2007
|
Lafayette Investments
Ashton,
Maryland
|
$703K
|
+$1.51K
|
2
|
0.29%
|
Increased
|
|
|
2008
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$689K
|
-$40.6K
|
1
|
0.48%
|
Reduced
|
|
|
2009
|
Waverly Advisors
Birmingham,
Alabama
|
$685K
|
-$86.3K
|
2
|
0.42%
|
Reduced
|
|
|
2010
|
D.J. St. Germain
Springfield,
Massachusetts
|
$683K
|
-$39.7K
|
2
|
0.1%
|
Reduced
|
|
|
2011
|
JLB & Associates
Plymouth,
Michigan
|
$682K
|
-$2.17M
|
1
|
0.17%
|
Reduced
|
|
|
2012
|
Breithorn Capital Management
New York
|
$680K
|
-$64.2K
|
1
|
0.47%
|
Reduced
|
|
|
2013
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$679K
|
+$8.53K
|
2
|
0.5%
|
Increased
|
|
|
2014
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$677K
|
-$9.29K
|
2
|
0.28%
|
Reduced
|
|
|
2015
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$672K
|
$0
|
2
|
0.38%
|
Maintained
|
|
|
2016
|
Canal Insurance Company
Greenville,
South Carolina
|
$670K
|
$0
|
2
|
0.23%
|
Maintained
|
|
|
2017
|
First United Bank & Trust
Oakland,
Maryland
|
$670K
|
+$274K
|
2
|
0.62%
|
Increased
|
|
|
2018
|
RS Investment Management
San Francisco,
California
|
$668K
|
-$19.2M
|
1
|
0.01%
|
Reduced
|
|
|
2019
|
Marathon Asset Management (UK)
London,
United Kingdom
|
$665K
|
-$47.1K
|
1
|
0.01%
|
Reduced
|
|
|
2020
|
Hartford Financial Management
Hartford,
Connecticut
|
$664K
|
+$12.6K
|
3
|
0.41%
|
Increased
|
|
|
2021
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$662K
|
-$1.59K
|
2
|
0.3%
|
Reduced
|
|
|
2022
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$657K
|
+$108K
|
2
|
0.32%
|
Increased
|
|
|
2023
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$656K
|
-$61.9K
|
2
|
0.11%
|
Reduced
|
|
|
2024
|
Round Table Services
Westfield,
New Jersey
|
$652K
|
+$612K
|
2
|
0.41%
|
New
|
|
|
2025
|
Formuepleje A/S
Aarhus C,
Denmark
|
$651K
|
-$27.5K
|
2
|
0.08%
|
Reduced
|
|