|
2001
|
ClariVest Asset Management
San Diego,
California
|
$710K
|
-$14.3K
|
6
|
0.02%
|
Reduced
|
|
|
2002
|
First City Capital Management
Savannah,
Georgia
|
$709K
|
-$3.24K
|
1
|
0.52%
|
Reduced
|
|
|
2003
|
Middleton & Co
Boston,
Massachusetts
|
$708K
|
-$24.8K
|
1
|
0.16%
|
Reduced
|
|
|
2004
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$706K
|
-$31.4K
|
2
|
0.44%
|
Reduced
|
|
|
2005
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$705K
|
-$331K
|
2
|
0.38%
|
Reduced
|
|
|
2006
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$702K
|
+$678K
|
3
|
0.5%
|
New
|
|
|
2007
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$702K
|
+$55.2K
|
1
|
0.1%
|
Increased
|
|
|
2008
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$701K
|
-$61K
|
7
|
0.3%
|
Reduced
|
|
|
2009
|
Bath Savings Trust
Bath,
Maine
|
$697K
|
+$27.6K
|
1
|
0.2%
|
Increased
|
|
|
2010
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$697K
|
-$20.5K
|
1
|
0.08%
|
Reduced
|
|
|
2011
|
Bangor Savings Bank
Bangor,
Maine
|
$695K
|
-$50K
|
1
|
0.15%
|
Reduced
|
|
|
2012
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$695K
|
-$39.7K
|
1
|
0.35%
|
Reduced
|
|
|
2013
|
Private Wealth Partners
Mill Valley,
California
|
$690K
|
-$355K
|
1
|
0.15%
|
Reduced
|
|
|
2014
|
|
$689K
|
-$593K
|
1
|
0.38%
|
Reduced
|
|
|
2015
|
RFG Advisory
Birmingham,
Alabama
|
$688K
|
+$341K
|
1
|
0.52%
|
Increased
|
|
|
2016
|
Global Endowment Management
Charlotte,
North Carolina
|
$685K
|
+$28.5K
|
1
|
0.1%
|
Increased
|
|
|
2017
|
Miles Capital
West Des Moines,
Iowa
|
$682K
|
+$163K
|
2
|
0.38%
|
Increased
|
|
|
2018
|
SignalPoint Asset Management
Springfield,
Missouri
|
$679K
|
+$32.9K
|
1
|
0.19%
|
Increased
|
|
|
2019
|
|
$670K
|
-$24.1K
|
1
|
0.64%
|
Reduced
|
|
|
2020
|
HCR Wealth Advisors
Los Angeles,
California
|
$669K
|
-$1.88K
|
1
|
0.34%
|
Reduced
|
|
|
2021
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$663K
|
+$24.6K
|
1
|
0.22%
|
Increased
|
|
|
2022
|
GM Advisory Group
Melville,
New York
|
$659K
|
-$28.9K
|
1
|
0.23%
|
Reduced
|
|
|
2023
|
Bison Wealth
Atlanta,
Georgia
|
$658K
|
-$29.7K
|
1
|
0.57%
|
Reduced
|
|
|
2024
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$656K
|
-$268K
|
1
|
0.31%
|
Reduced
|
|
|
2025
|
Lourd Capital
Beverly Hills,
California
|
$650K
|
+$86.6K
|
1
|
0.06%
|
Increased
|
|