|
2001
|
TRB Wealth Management
Houston,
Texas
|
$561K
|
-$153K
|
1
|
0.07%
|
Reduced
|
|
|
2002
|
ORG Wealth Partners
Dallas,
Texas
|
$561K
|
-$697K
|
1
|
0.08%
|
Reduced
|
|
|
2003
|
Auxier Asset Management
Aurora,
Oregon
|
$560K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2004
|
Boston Research & Management
Manchester,
Massachusetts
|
$558K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2005
|
Safeguard Investment Advisory Group
Corona,
California
|
$558K
|
+$214K
|
1
|
0.13%
|
Increased
|
|
|
2006
|
Lakeside Advisors
Seattle,
Washington
|
$556K
|
+$187
|
1
|
0.35%
|
Increased
|
|
|
2007
|
Advisornet Financial
Minnetonka,
Minnesota
|
$555K
|
-$51.4K
|
2
|
0.03%
|
Reduced
|
|
|
2008
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$555K
|
+$9.35K
|
1
|
0.3%
|
Increased
|
|
|
2009
|
ABS Direct Equity Fund
Stamford,
Connecticut
|
$554K
|
+$34.6K
|
1
|
0.35%
|
New
|
|
|
2010
|
ABS Investment Management
Greenwich,
Connecticut
|
$554K
|
+$34.6K
|
1
|
0.35%
|
New
|
|
|
2011
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$554K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2012
|
Prosperity Financial Group
San Ramon,
California
|
$554K
|
+$560K
|
1
|
0.17%
|
New
|
|
|
2013
|
Cambridge Advisors
Omaha,
Nebraska
|
$554K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2014
|
Massar Capital Management
Stamford,
Connecticut
|
$553K
|
-$603K
|
1
|
0.05%
|
Reduced
|
|
|
2015
|
FNY Investment Advisers
New York
|
$552K
|
+$35.5K
|
1
|
0.2%
|
Increased
|
|
|
2016
|
Wilsey Asset Management
San Diego,
California
|
$551K
|
-$52.2M
|
1
|
0.08%
|
Reduced
|
|
|
2017
|
Invested Advisors
State College,
Pennsylvania
|
$550K
|
+$30.3K
|
1
|
0.49%
|
Increased
|
|
|
2018
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$550K
|
+$489K
|
1
|
0.1%
|
New
|
|
|
2019
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$550K
|
+$561
|
1
|
0.31%
|
Increased
|
|
|
2020
|
Platt Wealth Management
San Diego,
California
|
$548K
|
+$25.2K
|
1
|
0.44%
|
Increased
|
|
|
2021
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$548K
|
+$167K
|
1
|
0.1%
|
Increased
|
|
|
2022
|
Eagle Wealth Advisors
Westport,
Connecticut
|
$546K
|
+$124K
|
1
|
0.42%
|
Increased
|
|
|
2023
|
Severin Investments
St. Louis,
Missouri
|
$545K
|
+$19.6K
|
1
|
0.41%
|
Increased
|
|
|
2024
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$545K
|
-$72K
|
1
|
0.31%
|
Reduced
|
|
|
2025
|
Meitav Investment House
Bene-Beraq,
Israel
|
$544K
|
+$551K
|
1
|
0%
|
New
|
|