|
2001
|
Westside Investment Management
Santa Monica,
California
|
$172K
|
+$165K
|
14
|
0.12%
|
New
|
|
|
2002
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$171K
|
-$18.2K
|
5
|
0.02%
|
Reduced
|
|
|
2003
|
Financial Engines Advisors
Santa Clara,
California
|
$169K
|
+$119K
|
1
|
0.01%
|
Increased
|
|
|
2004
|
Arxis Securities
New York
|
$167K
|
+$178K
|
3
|
0.23%
|
New
|
|
|
2005
|
Delphi Private Advisors
San Diego,
California
|
$164K
|
-$5.61K
|
4
|
0.29%
|
Reduced
|
|
|
2006
|
Tarbox Family Office
Newport Beach,
California
|
$163K
|
+$11K
|
4
|
0.09%
|
Increased
|
|
|
2007
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$161K
|
+$11.4K
|
3
|
0.14%
|
Increased
|
|
|
2008
|
Fort Point Capital Partners
San Francisco,
California
|
$161K
|
-$90K
|
1
|
0.09%
|
Reduced
|
|
|
2009
|
Norway Savings Bank
Portland,
Maine
|
$155K
|
+$149K
|
3
|
0.14%
|
New
|
|
|
2010
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$153K
|
+$138K
|
4
|
0.08%
|
Increased
|
|
|
2011
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$153K
|
-$12.2K
|
3
|
0.11%
|
Reduced
|
|
|
2012
|
Catamount Wealth Management
Westport,
Connecticut
|
$149K
|
+$41.1K
|
2
|
0.12%
|
Increased
|
|
|
2013
|
Fortaleza Asset Management
Chicago,
Illinois
|
$149K
|
+$126K
|
2
|
0.32%
|
Increased
|
|
|
2014
|
Liberty Capital Management
Birmingham,
Michigan
|
$147K
|
-$20.7K
|
3
|
0.1%
|
Reduced
|
|
|
2015
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$145K
|
+$140K
|
3
|
0.11%
|
New
|
|
|
2016
|
Financial Management Professionals
Austin,
Texas
|
$144K
|
-$150
|
4
|
0.07%
|
Reduced
|
|
|
2017
|
Hatteras Investment Partners
Raleigh,
North Carolina
|
$141K
|
-$732K
|
1
|
0.82%
|
Reduced
|
|
|
2018
|
J.W. Burns & Co
Dewitt,
New York
|
$141K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2019
|
Koch Industries
Wichita,
Kansas
|
$141K
|
+$157K
|
1
|
0.32%
|
New
|
|
|
2020
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$139K
|
-$11.5K
|
3
|
0.11%
|
Reduced
|
|
|
2021
|
Armbruster Capital Management
Pittsford,
New York
|
$138K
|
-$9.19K
|
3
|
0.08%
|
Reduced
|
|
|
2022
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$133K
|
-$2.51K
|
2
|
0.12%
|
Reduced
|
|
|
2023
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$132K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2024
|
|
$131K
|
-$4.9M
|
1
|
0%
|
Reduced
|
|
|
2025
|
New York Life Trust
New York
|
$131K
|
-$65.6K
|
1
|
0.62%
|
Reduced
|
|