|
2001
|
Blume Capital Management
Berkeley,
California
|
$93K
|
-$87K
|
2
|
0.07%
|
Reduced
|
|
|
2002
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$93K
|
+$248
|
2
|
0.05%
|
Increased
|
|
|
2003
|
City of London Investment Management
London,
United Kingdom
|
$92K
|
-$149K
|
1
|
0.01%
|
Reduced
|
|
|
2004
|
Cable Hill Partners
Portland,
Oregon
|
$90K
|
-$65.6K
|
5
|
0.07%
|
Reduced
|
|
|
2005
|
River Global Investors
London,
United Kingdom
|
$89K
|
+$20.7K
|
1
|
0.11%
|
Increased
|
|
|
2006
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$89K
|
+$94K
|
1
|
0.06%
|
New
|
|
|
2007
|
Two Sigma Securities
New York
|
$88K
|
+$99.2K
|
3
|
0.15%
|
Increased
|
|
|
2008
|
Risk Paradigm Group
Austin,
Texas
|
$86.1K
|
-$321
|
4
|
0.08%
|
Reduced
|
|
|
2009
|
CKW Financial Group
Honolulu,
Hawaii
|
$86K
|
-$18.2K
|
4
|
0.03%
|
Reduced
|
|
|
2010
|
Connable Office Inc
Kalamazoo,
Michigan
|
$85K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2011
|
FolioMetrix
Omaha,
Nebraska
|
$81K
|
-$98.8K
|
1
|
0.03%
|
Reduced
|
|
|
2012
|
Private Ocean
San Rafael,
California
|
$81K
|
-$6.48K
|
3
|
0.06%
|
Reduced
|
|
|
2013
|
South Georgia Capital
Naperville,
Illinois
|
$79K
|
-$78K
|
2
|
0.16%
|
Reduced
|
|
|
2014
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$78K
|
-$12.9K
|
4
|
0.07%
|
Reduced
|
|
|
2015
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$77K
|
+$3.99K
|
2
|
0.04%
|
Increased
|
|
|
2016
|
Catamount Wealth Management
Westport,
Connecticut
|
$75K
|
-$420
|
3
|
0.06%
|
Reduced
|
|
|
2017
|
|
$75K
|
-$4.34M
|
1
|
0%
|
Reduced
|
|
|
2018
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$75K
|
+$18.2K
|
2
|
0.06%
|
Increased
|
|
|
2019
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$72K
|
-$61.9K
|
2
|
0.05%
|
Reduced
|
|
|
2020
|
Pergamon Offshore Advisors
New York
|
$69K
|
-$164K
|
1
|
0.07%
|
Reduced
|
|
|
2021
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$69K
|
+$4.24K
|
3
|
0.04%
|
Increased
|
|
|
2022
|
Estate Counselors
Thiensville,
Wisconsin
|
$68K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2023
|
Harfst & Associates
Sheridan,
Wyoming
|
$67K
|
+$72K
|
3
|
0.04%
|
New
|
|
|
2024
|
Paracle Advisors
Mercer Island,
Washington
|
$67K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2025
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$67K
|
-$2.92K
|
6
|
0.03%
|
Reduced
|
|