|
2001
|
Financial Alternatives
La Jolla,
California
|
$229K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2002
|
iSAM Funds (UK)
London,
United Kingdom
|
$229K
|
+$239K
|
1
|
0.14%
|
New
|
|
|
2003
|
Quantum Financial Advisors
El Segundo,
California
|
$228K
|
+$1.16K
|
1
|
0.07%
|
Increased
|
|
|
2004
|
Kendall Capital Management
Rockville,
Maryland
|
$228K
|
-$1.74K
|
1
|
0.1%
|
Reduced
|
|
|
2005
|
Morningstar Investment Management
Chicago,
Illinois
|
$228K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2006
|
Marietta Wealth Management
Marietta,
Georgia
|
$228K
|
-$17.2K
|
1
|
0.05%
|
Reduced
|
|
|
2007
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$227K
|
+$39.7K
|
1
|
0.03%
|
Increased
|
|
|
2008
|
Fort Point Capital Partners
San Francisco,
California
|
$226K
|
-$2.55K
|
1
|
0.03%
|
Reduced
|
|
|
2009
|
FAS Wealth Partners
Leawood,
Kansas
|
$226K
|
-$1.16K
|
1
|
0.02%
|
Reduced
|
|
|
2010
|
Smith Anglin Financial
Dallas,
Texas
|
$226K
|
+$1.62K
|
1
|
0.03%
|
Increased
|
|
|
2011
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$225K
|
+$2.55K
|
1
|
0.12%
|
Increased
|
|
|
2012
|
Accredited Investors
Edina,
Minnesota
|
$224K
|
-$5.8K
|
1
|
0.02%
|
Reduced
|
|
|
2013
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$224K
|
-$32.5K
|
1
|
0.08%
|
Reduced
|
|
|
2014
|
Cooper/Haims Advisors
Victor,
New York
|
$222K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2015
|
Riverview Trust Company
Vancouver,
Washington
|
$222K
|
+$18.3K
|
1
|
0.2%
|
Increased
|
|
|
2016
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$222K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2017
|
Tompkins Financial
Ithaca,
New York
|
$222K
|
-$2.9K
|
1
|
0.04%
|
Reduced
|
|
|
2018
|
Birinyi Associates
Westport,
Connecticut
|
$222K
|
+$232K
|
1
|
0.09%
|
New
|
|
|
2019
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$222K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2020
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$221K
|
+$14.4K
|
1
|
0.23%
|
Increased
|
|
|
2021
|
Members Trust
Tampa,
Florida
|
$221K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2022
|
Davidson Investment Advisors
Great Falls,
Montana
|
$220K
|
+$230K
|
1
|
0.01%
|
New
|
|
|
2023
|
Apexium Financial
Dallas,
Texas
|
$220K
|
-$11.9K
|
1
|
0.02%
|
Reduced
|
|
|
2024
|
Financial Perspectives
Minneapolis,
Minnesota
|
$219K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2025
|
Allen Investment Management
New York
|
$219K
|
+$11K
|
1
|
0%
|
Increased
|
|