|
2001
|
Willow Creek Wealth Management
Sebastopol,
California
|
$615K
|
+$35.3K
|
1
|
0.45%
|
Increased
|
|
|
2002
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$612K
|
-$20K
|
2
|
0.33%
|
Reduced
|
|
|
2003
|
Neumann Capital Management
Foster City,
California
|
$611K
|
$0
|
1
|
0.39%
|
Maintained
|
|
|
2004
|
Wealth Architects
Mountain View,
California
|
$610K
|
-$179K
|
2
|
0.27%
|
Reduced
|
|
|
2005
|
ClariVest Asset Management
San Diego,
California
|
$605K
|
-$1.04M
|
6
|
0.02%
|
Reduced
|
|
|
2006
|
Bath Savings Trust
Bath,
Maine
|
$598K
|
-$8.69K
|
1
|
0.18%
|
Reduced
|
|
|
2007
|
|
$595K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2008
|
Partner Investment Management
San Francisco,
California
|
$594K
|
-$1.26M
|
1
|
0.79%
|
Reduced
|
|
|
2009
|
Cavalier Investments
Alpharetta,
Georgia
|
$583K
|
-$108K
|
2
|
0.38%
|
Reduced
|
|
|
2010
|
|
$583K
|
-$136K
|
1
|
0.87%
|
Reduced
|
|
|
2011
|
Berkeley Capital Partners
Milton,
Georgia
|
$577K
|
-$427
|
1
|
0.42%
|
Reduced
|
|
|
2012
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$577K
|
+$18.3K
|
1
|
0.09%
|
Increased
|
|
|
2013
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$576K
|
-$57.5K
|
4
|
0.28%
|
Reduced
|
|
|
2014
|
Schnieders Capital Management
Pasadena,
California
|
$576K
|
-$214K
|
1
|
0.3%
|
Reduced
|
|
|
2015
|
SignalPoint Asset Management
Springfield,
Missouri
|
$576K
|
+$64.4K
|
1
|
0.15%
|
Increased
|
|
|
2016
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$574K
|
+$579K
|
2
|
0.52%
|
New
|
|
|
2017
|
Montag & Caldwell
Atlanta,
Georgia
|
$570K
|
+$17.6K
|
1
|
0.01%
|
Increased
|
|
|
2018
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$569K
|
-$145K
|
1
|
0.21%
|
Reduced
|
|
|
2019
|
iAB Financial Bank
Fort Wayne,
Indiana
|
$567K
|
-$1.52K
|
1
|
0.32%
|
Reduced
|
|
|
2020
|
Round Table Services
Westfield,
New Jersey
|
$566K
|
+$238K
|
1
|
0.23%
|
Increased
|
|
|
2021
|
Brighton Jones LLC
Seattle,
Washington
|
$564K
|
-$534K
|
1
|
0.21%
|
Reduced
|
|
|
2022
|
Waverly Advisors
Birmingham,
Alabama
|
$557K
|
+$260K
|
1
|
0.21%
|
Increased
|
|
|
2023
|
Cypress Asset Management
Houston,
Texas
|
$554K
|
-$3.05K
|
1
|
0.11%
|
Reduced
|
|
|
2024
|
American Asset Management
Boca Raton,
Florida
|
$552K
|
+$77.7K
|
1
|
0.61%
|
Increased
|
|
|
2025
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$550K
|
-$421K
|
1
|
0.53%
|
Reduced
|
|