|
2001
|
Key Financial Inc
West Chester,
Pennsylvania
|
$130K
|
$0
|
4
|
0.07%
|
Maintained
|
|
|
2002
|
S.A. Mason
Holland,
Michigan
|
$128K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
2003
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$126K
|
+$9.53K
|
3
|
0.01%
|
Increased
|
|
|
2004
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$125K
|
+$114K
|
1
|
0.07%
|
New
|
|
|
2005
|
Optimum Investment Advisors
Chicago,
Illinois
|
$125K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2006
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$125K
|
+$25.4K
|
4
|
0.1%
|
Increased
|
|
|
2007
|
WFA of San Diego
San Diego,
California
|
$125K
|
+$114K
|
1
|
0.07%
|
New
|
|
|
2008
|
CVA Family Office
Denver,
Colorado
|
$124K
|
+$98.1K
|
5
|
0.03%
|
Increased
|
|
|
2009
|
Sterneck Capital Management
Kansas City,
Missouri
|
$124K
|
+$111K
|
1
|
0.07%
|
New
|
|
|
2010
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$121K
|
+$24.6K
|
3
|
0.03%
|
Increased
|
|
|
2011
|
Global Retirement Partners
San Rafael,
California
|
$121K
|
-$248K
|
2
|
0.09%
|
Reduced
|
|
|
2012
|
Tortoise Investment Management
White Plains,
New York
|
$121K
|
+$2.11K
|
3
|
0.02%
|
Increased
|
|
|
2013
|
Trust Company
Manhattan,
Kansas
|
$121K
|
+$3.17K
|
1
|
0.03%
|
Increased
|
|
|
2014
|
Front Row Advisors
Tiburon,
California
|
$120K
|
+$640
|
3
|
0.04%
|
Increased
|
|
|
2015
|
Vestor Capital
Chicago,
Illinois
|
$120K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2016
|
Covestor
London,
United Kingdom
|
$119K
|
+$108K
|
6
|
0.17%
|
New
|
|
|
2017
|
Parametrica Management
Wanchai,
Hong Kong
|
$117K
|
+$6.22K
|
2
|
0.12%
|
Increased
|
|
|
2018
|
Islay Capital Management
Lubbock,
Texas
|
$116K
|
+$115K
|
1
|
0.09%
|
New
|
|
|
2019
|
Kore Private Wealth
New York
|
$114K
|
-$237K
|
1
|
0.01%
|
Reduced
|
|
|
2020
|
First Pacific Advisors
El Segundo,
California
|
$113K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2021
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$111K
|
-$5K
|
3
|
0.08%
|
Reduced
|
|
|
2022
|
Seldon Capital
San Francisco,
California
|
$111K
|
+$103K
|
2
|
0.07%
|
New
|
|
|
2023
|
Raffa Wealth Management
Washington,
District of Columbia
|
$109K
|
-$660
|
9
|
0.04%
|
Reduced
|
|
|
2024
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$107K
|
-$773K
|
4
|
0.04%
|
Reduced
|
|
|
2025
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$106K
|
-$50.9K
|
1
|
0.11%
|
Reduced
|
|