|
2001
|
Dillon & Associates
Jackson,
Michigan
|
$408K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2002
|
Ascent Wealth Partners
New Hartford,
New York
|
$405K
|
+$473K
|
1
|
0.23%
|
New
|
|
|
2003
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$404K
|
-$5.96K
|
1
|
0.46%
|
Reduced
|
|
|
2004
|
Jensen Investment Management
Lake Oswego,
Oregon
|
$401K
|
-$59.3K
|
1
|
0.01%
|
Reduced
|
|
|
2005
|
Tirschwell & Loewy
New York
|
$401K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2006
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$399K
|
+$392K
|
5
|
0.02%
|
Increased
|
|
|
2007
|
|
$398K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2008
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$398K
|
+$138
|
1
|
0.42%
|
Increased
|
|
|
2009
|
Orleans Capital Management
Mandeville,
Louisiana
|
$398K
|
-$182K
|
1
|
0.31%
|
Reduced
|
|
|
2010
|
Schooner Investment Group
Wayne,
Pennsylvania
|
$396K
|
-$835K
|
1
|
0.74%
|
Reduced
|
|
|
2011
|
SSI Investment Management
Los Angeles,
California
|
$392K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2012
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$391K
|
-$49.8K
|
7
|
0.07%
|
Reduced
|
|
|
2013
|
Montag & Caldwell
Atlanta,
Georgia
|
$389K
|
-$674K
|
1
|
0.01%
|
Reduced
|
|
|
2014
|
Quality Growth Management
Rancho Santa Fe,
California
|
$388K
|
+$394K
|
1
|
0.43%
|
New
|
|
|
2015
|
Neuberger Berman Canada
Toronto,
Ontario, Canada
|
$387K
|
+$29.7K
|
1
|
0.15%
|
Increased
|
|
|
2016
|
Bank of Stockton
Stockton,
California
|
$386K
|
-$77.2K
|
1
|
0.22%
|
Reduced
|
|
|
2017
|
Glassman Wealth Services
Vienna,
Virginia
|
$384K
|
-$447K
|
3
|
0.35%
|
Reduced
|
|
|
2018
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$384K
|
-$32.9K
|
1
|
0.32%
|
Reduced
|
|
|
2019
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$383K
|
-$13M
|
1
|
0.03%
|
Reduced
|
|
|
2020
|
Asset Management Group
Stamford,
Connecticut
|
$381K
|
+$2.68K
|
1
|
0.17%
|
Increased
|
|
|
2021
|
Grandfield & Dodd
New York
|
$378K
|
-$6.62K
|
1
|
0.06%
|
Reduced
|
|
|
2022
|
Ironwood Investment Management
Boston,
Massachusetts
|
$376K
|
+$28
|
1
|
0.16%
|
Increased
|
|
|
2023
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$374K
|
-$133K
|
1
|
0.51%
|
Reduced
|
|
|
2024
|
MacNealy Hoover Investment Management
Canton,
Ohio
|
$368K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
2025
|
Peconic Partners
New York
|
$366K
|
$0
|
1
|
0.12%
|
Maintained
|
|