|
2001
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$2.12M
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2002
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$2.12M
|
+$2.03K
|
1
|
0.85%
|
Increased
|
|
|
2003
|
Greenland Capital Management
New York
|
$2.12M
|
-$2.42M
|
1
|
0.26%
|
Reduced
|
|
|
2004
|
Formidable Asset Management
Cincinnati,
Ohio
|
$2.12M
|
-$318K
|
1
|
0.34%
|
Reduced
|
|
|
2005
|
Polianta Ltd
St Helier,
Jersey
|
$2.11M
|
-$242K
|
1
|
0.26%
|
Reduced
|
|
|
2006
|
Aviso Financial
Toronto,
Ontario, Canada
|
$2.11M
|
-$1.06M
|
1
|
0.07%
|
Reduced
|
|
|
2007
|
Meeder Asset Management
Dublin,
Ohio
|
$2.1M
|
-$410K
|
1
|
0.11%
|
Reduced
|
|
|
2008
|
GFG Capital
Miami,
Florida
|
$2.1M
|
-$41K
|
1
|
0.58%
|
Reduced
|
|
|
2009
|
Wiser Advisor Group
Phoenix,
Arizona
|
$2.09M
|
-$6.49K
|
1
|
2.29%
|
Reduced
|
|
|
2010
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$2.09M
|
-$353K
|
1
|
0.46%
|
Reduced
|
|
|
2011
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$2.08M
|
-$279K
|
1
|
1.4%
|
Reduced
|
|
|
2012
|
Ancora Advisors
Cleveland,
Ohio
|
$2.08M
|
-$12.1K
|
3
|
0.04%
|
Reduced
|
|
|
2013
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$2.08M
|
-$954K
|
1
|
0.08%
|
Reduced
|
|
|
2014
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$2.05M
|
+$324K
|
1
|
0.95%
|
Increased
|
|
|
2015
|
AXS Investments
Port Chester,
New York
|
$2.05M
|
$0
|
1
|
0.58%
|
Maintained
|
|
|
2016
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.05M
|
+$462K
|
1
|
0.17%
|
Increased
|
|
|
2017
|
Signet Private Wealth
Chicago,
Illinois
|
$2.05M
|
+$685K
|
1
|
1.63%
|
Increased
|
|
|
2018
|
Advisor OS
Chicago,
Illinois
|
$2.05M
|
-$858K
|
1
|
0.14%
|
Reduced
|
|
|
2019
|
AA Financial Advisors
Columbus,
Ohio
|
$2.05M
|
+$285K
|
1
|
0.25%
|
Increased
|
|
|
2020
|
Cornerstone Select Advisors
St. Louis,
Missouri
|
$2.04M
|
-$30K
|
1
|
0.86%
|
Reduced
|
|
|
2021
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$2.04M
|
+$139K
|
1
|
0.37%
|
Increased
|
|
|
2022
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.03M
|
-$12.2K
|
1
|
0.03%
|
Reduced
|
|
|
2023
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$2.03M
|
+$86K
|
1
|
0.28%
|
Increased
|
|
|
2024
|
Atlas Brown
Louisville,
Kentucky
|
$2.03M
|
-$32.9K
|
2
|
0.55%
|
Reduced
|
|
|
2025
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$2.03M
|
+$756K
|
1
|
0.19%
|
Increased
|
|