|
2001
|
Dreman Value Management
West Palm Beach,
Florida
|
$188K
|
-$525K
|
2
|
0.1%
|
Reduced
|
|
|
2002
|
SRB Corp
Boston,
Massachusetts
|
$185K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2003
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$181K
|
$0
|
5
|
0.04%
|
Maintained
|
|
|
2004
|
Ironwood Financial
Tucson,
Arizona
|
$180K
|
$0
|
5
|
0.12%
|
Maintained
|
|
|
2005
|
Edge Wealth Management
New York
|
$177K
|
$0
|
5
|
0.06%
|
Maintained
|
|
|
2006
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$171K
|
+$188K
|
1
|
0.07%
|
New
|
|
|
2007
|
Evanston Advisors
Schaumburg,
Illinois
|
$169K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2008
|
First Command Bank
Fort Worth,
Texas
|
$164K
|
+$27.5K
|
5
|
0.11%
|
Increased
|
|
|
2009
|
First Command Financial Services
Fort Worth,
Texas
|
$164K
|
+$27.5K
|
5
|
0.11%
|
Increased
|
|
|
2010
|
Lloyds Banking Group
London,
United Kingdom
|
$163K
|
-$71.2K
|
1
|
1.58%
|
Reduced
|
|
|
2011
|
Private Ocean
San Rafael,
California
|
$160K
|
$0
|
4
|
0.1%
|
Maintained
|
|
|
2012
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$157K
|
-$48K
|
7
|
0.1%
|
Reduced
|
|
|
2013
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$155K
|
+$66
|
4
|
0.1%
|
Increased
|
|
|
2014
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$154K
|
+$155K
|
1
|
0.09%
|
New
|
|
|
2015
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$151K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2016
|
Close Asset Management
London,
United Kingdom
|
$150K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
2017
|
West Paces Advisors
Atlanta,
Georgia
|
$150K
|
-$4.36K
|
5
|
0.12%
|
Reduced
|
|
|
2018
|
Baystate Wealth Management
Boston,
Massachusetts
|
$149K
|
+$9.37K
|
6
|
0.03%
|
Increased
|
|
|
2019
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$149K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2020
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$143K
|
-$28.1K
|
1
|
0.16%
|
Reduced
|
|
|
2021
|
Omnia Family Wealth
Aventura,
Florida
|
$142K
|
-$5.38K
|
8
|
0.07%
|
Reduced
|
|
|
2022
|
Westside Investment Management
Santa Monica,
California
|
$137K
|
-$21.8K
|
8
|
0.09%
|
Reduced
|
|
|
2023
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$135K
|
-$29.2K
|
1
|
0.12%
|
Reduced
|
|
|
2024
|
Sphera Funds Management
Tel Aviv,
Israel
|
$133K
|
+$129K
|
1
|
0.02%
|
New
|
|
|
2025
|
Brandes Investment Partners
La Jolla,
California
|
$132K
|
$0
|
1
|
0%
|
Maintained
|
|