|
2001
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$215K
|
-$176K
|
1
|
0.09%
|
Reduced
|
|
|
2002
|
Beck Bode LLC
Dedham,
Massachusetts
|
$214K
|
+$178K
|
2
|
0.08%
|
New
|
|
|
2003
|
Canandaigua National Corp
Canandaigua,
New York
|
$214K
|
+$177K
|
1
|
0.04%
|
New
|
|
|
2004
|
Tradewinds Capital Management
Bellingham,
Washington
|
$213K
|
+$53.6K
|
3
|
0.05%
|
Increased
|
|
|
2005
|
Bigelow Investment Advisors
Portland,
Maine
|
$212K
|
+$175K
|
1
|
0.13%
|
New
|
|
|
2006
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$212K
|
+$175K
|
1
|
0.05%
|
New
|
|
|
2007
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$212K
|
+$170K
|
1
|
0.14%
|
New
|
|
|
2008
|
Pacific Global Investment Management
Glendale,
California
|
$212K
|
+$175K
|
1
|
0.06%
|
New
|
|
|
2009
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$212K
|
+$183K
|
1
|
0.1%
|
New
|
|
|
2010
|
Telos Capital Management
San Diego,
California
|
$212K
|
+$175K
|
1
|
0.04%
|
New
|
|
|
2011
|
Hudock Inc
Williamsport,
Pennsylvania
|
$210K
|
-$8.56K
|
3
|
0.08%
|
Reduced
|
|
|
2012
|
Raub Brock Capital Management
Larkspur,
California
|
$210K
|
+$174K
|
1
|
0.04%
|
New
|
|
|
2013
|
PrairieView Partners
St. Paul,
Minnesota
|
$209K
|
+$42.3K
|
1
|
0.04%
|
Increased
|
|
|
2014
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$209K
|
+$173K
|
1
|
0.14%
|
New
|
|
|
2015
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$208K
|
+$172K
|
1
|
0.02%
|
New
|
|
|
2016
|
Novare Capital Management
Charlotte,
North Carolina
|
$208K
|
+$172K
|
1
|
0.03%
|
New
|
|
|
2017
|
GAM Holding
Zurich,
Switzerland
|
$206K
|
+$170K
|
1
|
0.01%
|
New
|
|
|
2018
|
Vestor Capital
Chicago,
Illinois
|
$206K
|
+$170K
|
1
|
0.03%
|
New
|
|
|
2019
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$206K
|
+$170K
|
1
|
0.13%
|
New
|
|
|
2020
|
Erste Asset Management
Vienna,
Austria
|
$206K
|
+$72.6K
|
1
|
0.01%
|
Increased
|
|
|
2021
|
Cobblestone Capital Advisors
Rochester,
New York
|
$205K
|
+$170K
|
1
|
0.02%
|
New
|
|
|
2022
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$205K
|
+$169K
|
1
|
0.03%
|
New
|
|
|
2023
|
Icon Wealth Partners
Houston,
Texas
|
$205K
|
+$186K
|
1
|
0.04%
|
New
|
|
|
2024
|
Simon Quick Advisors
Morristown,
New Jersey
|
$205K
|
+$45.4K
|
2
|
0.06%
|
Increased
|
|
|
2025
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$205K
|
+$181K
|
1
|
0.05%
|
New
|
|