|
2001
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$50.9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2002
|
James Investment Research
Alpha,
Ohio
|
$50.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2003
|
Standard Family Office
Sioux Falls,
South Dakota
|
$50.7K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2004
|
Frazier Financial Advisors
Columbus,
Ohio
|
$49.8K
|
-$1.74K
|
4
|
0.04%
|
Reduced
|
|
|
2005
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$49.1K
|
-$6.78K
|
1
|
0.02%
|
Reduced
|
|
|
2006
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$49K
|
+$34.3K
|
5
|
0.01%
|
Increased
|
|
|
2007
|
Bullock Wealth Management
Bloomington,
Indiana
|
$48.4K
|
-$12K
|
2
|
0.03%
|
Reduced
|
|
|
2008
|
Asset Dedication LLC
San Francisco,
California
|
$48.1K
|
+$17.6K
|
5
|
0%
|
Increased
|
|
|
2009
|
McIlrath & Eck
Arlington,
Washington
|
$45.8K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2010
|
Orion Capital Management
Coronado,
California
|
$45.4K
|
-$13.8K
|
2
|
0.02%
|
Reduced
|
|
|
2011
|
Castleview Partners
Dallas,
Texas
|
$44K
|
-$23.8K
|
3
|
0.03%
|
Reduced
|
|
|
2012
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$43.6K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2013
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$43.5K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2014
|
BOK Financial Private Wealth
Denver,
Colorado
|
$43.2K
|
+$43.2K
|
1
|
0%
|
New
|
|
|
2015
|
Liberty Wealth Management
Oakland,
California
|
$42K
|
+$41.9K
|
1
|
0.01%
|
New
|
|
|
2016
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$41K
|
+$45.5K
|
1
|
0.02%
|
New
|
|
|
2017
|
OneAscent Financial Services
Birmingham,
Alabama
|
$41K
|
-$1.27K
|
1
|
0.01%
|
Reduced
|
|
|
2018
|
St. Johns Investment Management
Jacksonville,
Florida
|
$39.8K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2019
|
Crewe Advisors
Salt Lake City,
Utah
|
$39.7K
|
-$15.4K
|
2
|
0%
|
Reduced
|
|
|
2020
|
Gainplan
Bloomfield Hills,
Michigan
|
$39.6K
|
-$180K
|
1
|
0.02%
|
Reduced
|
|
|
2021
|
Front Row Advisors
Tiburon,
California
|
$39.6K
|
-$123
|
3
|
0.01%
|
Reduced
|
|
|
2022
|
Clean Yield Group
Norwich,
Vermont
|
$39.5K
|
-$12.9K
|
3
|
0.01%
|
Reduced
|
|
|
2023
|
Center for Financial Planning
Southfied,
Michigan
|
$39.3K
|
-$2.05K
|
2
|
0.01%
|
Reduced
|
|
|
2024
|
De Lisle Partners
Poole,
United Kingdom
|
$39.3K
|
+$42.9K
|
1
|
0.01%
|
New
|
|
|
2025
|
GW&K Investment Management
Boston,
Massachusetts
|
$39K
|
+$2.6K
|
5
|
0%
|
Increased
|
|