|
2001
|
McCollum Christoferson Group
Amherst,
New York
|
$251K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2002
|
Invictus Private Wealth
Denver,
Colorado
|
$250K
|
-$9.66K
|
1
|
0.03%
|
Reduced
|
|
|
2003
|
Lafayette Investments
Ashton,
Maryland
|
$250K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2004
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$249K
|
-$3.25M
|
1
|
0.24%
|
Reduced
|
|
|
2005
|
Apexium Financial
Dallas,
Texas
|
$248K
|
+$239K
|
1
|
0.02%
|
New
|
|
|
2006
|
CVA Family Office
Denver,
Colorado
|
$248K
|
-$29.1K
|
1
|
0.05%
|
Reduced
|
|
|
2007
|
Delta Accumulation LLC
Sausalito,
California
|
$247K
|
+$1.61K
|
1
|
0.08%
|
Increased
|
|
|
2008
|
Accredited Investors
Edina,
Minnesota
|
$246K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2009
|
Congress Asset Management
Boston,
Massachusetts
|
$246K
|
-$1.03K
|
1
|
0%
|
Reduced
|
|
|
2010
|
Kendall Capital Management
Rockville,
Maryland
|
$246K
|
-$16.7K
|
1
|
0.11%
|
Reduced
|
|
|
2011
|
Safeguard Investment Advisory Group
Corona,
California
|
$246K
|
-$63.3K
|
1
|
0.1%
|
Reduced
|
|
|
2012
|
PVG Asset Management
Golden,
Colorado
|
$246K
|
-$180K
|
1
|
1.06%
|
Reduced
|
|
|
2013
|
NWF Advisory Services
Los Angeles,
California
|
$246K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2014
|
West Family Investments
Carlsbad,
California
|
$246K
|
+$237K
|
1
|
0.1%
|
New
|
|
|
2015
|
Financial Alternatives
La Jolla,
California
|
$245K
|
-$2.64K
|
1
|
0.22%
|
Reduced
|
|
|
2016
|
Fort Point Capital Partners
San Francisco,
California
|
$245K
|
-$105K
|
1
|
0.03%
|
Reduced
|
|
|
2017
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$244K
|
+$236K
|
1
|
0.14%
|
New
|
|
|
2018
|
Monument Capital Management
Alexandria,
Virginia
|
$244K
|
+$52.2K
|
1
|
0.08%
|
Increased
|
|
|
2019
|
Morningstar Investment Management
Chicago,
Illinois
|
$244K
|
+$236K
|
1
|
0.03%
|
New
|
|
|
2020
|
1900 Wealth Management
San Antonio,
Texas
|
$244K
|
+$235K
|
1
|
0.03%
|
New
|
|
|
2021
|
FAS Wealth Partners
Leawood,
Kansas
|
$244K
|
-$34.1K
|
1
|
0.03%
|
Reduced
|
|
|
2022
|
Quantum Financial Advisors
El Segundo,
California
|
$243K
|
+$460
|
1
|
0.07%
|
Increased
|
|
|
2023
|
Valmark Advisers
Akron,
Ohio
|
$242K
|
-$64.6K
|
1
|
0%
|
Reduced
|
|
|
2024
|
Tompkins Financial
Ithaca,
New York
|
$241K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2025
|
Smith Anglin Financial
Dallas,
Texas
|
$241K
|
+$230
|
1
|
0.03%
|
Increased
|
|