|
2001
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$639K
|
-$5.12K
|
1
|
0.31%
|
Reduced
|
|
|
2002
|
Willow Creek Wealth Management
Sebastopol,
California
|
$639K
|
+$45.7K
|
1
|
0.43%
|
Increased
|
|
|
2003
|
RFG Advisory
Birmingham,
Alabama
|
$637K
|
-$9.81K
|
1
|
0.44%
|
Reduced
|
|
|
2004
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$636K
|
-$161K
|
1
|
0.07%
|
Reduced
|
|
|
2005
|
Nine Chapters Capital Management
Short Hills,
New Jersey
|
$636K
|
+$263K
|
2
|
6.03%
|
Increased
|
|
|
2006
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$635K
|
-$80.3K
|
1
|
0.47%
|
Reduced
|
|
|
2007
|
SignalPoint Asset Management
Springfield,
Missouri
|
$632K
|
+$4.14K
|
1
|
0.17%
|
Increased
|
|
|
2008
|
Montecito Bank & Trust
Santa Barbara,
California
|
$622K
|
-$176K
|
1
|
0.22%
|
Reduced
|
|
|
2009
|
Harfst & Associates
Sheridan,
Wyoming
|
$621K
|
+$276K
|
2
|
0.25%
|
Increased
|
|
|
2010
|
EP Wealth Advisors
Torrance,
California
|
$615K
|
+$57.6K
|
2
|
0.08%
|
Increased
|
|
|
2011
|
GM Advisory Group
Melville,
New York
|
$612K
|
+$1.99K
|
1
|
0.19%
|
Increased
|
|
|
2012
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$612K
|
+$149K
|
4
|
0.22%
|
Increased
|
|
|
2013
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$608K
|
+$17.7K
|
2
|
0.49%
|
Increased
|
|
|
2014
|
Leuthold Group
Minneapolis,
Minnesota
|
$606K
|
-$4.03M
|
1
|
0.06%
|
Reduced
|
|
|
2015
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$599K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
2016
|
Crow Point Partners
Boston,
Massachusetts
|
$599K
|
+$320K
|
2
|
0.1%
|
Increased
|
|
|
2017
|
Capital Advantage
Walnut Creek,
California
|
$593K
|
-$149K
|
1
|
0.16%
|
Reduced
|
|
|
2018
|
|
$593K
|
-$27.1K
|
1
|
0.58%
|
Reduced
|
|
|
2019
|
Lourd Capital
Beverly Hills,
California
|
$590K
|
-$13.2K
|
1
|
0.06%
|
Reduced
|
|
|
2020
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$589K
|
+$20.2K
|
1
|
0.5%
|
Increased
|
|
|
2021
|
CIBC Bank USA
Chicago,
Illinois
|
$587K
|
+$210K
|
1
|
0.08%
|
Increased
|
|
|
2022
|
Montag & Caldwell
Atlanta,
Georgia
|
$586K
|
-$554K
|
2
|
0.02%
|
Reduced
|
|
|
2023
|
Wedge Capital Management
Charlotte,
North Carolina
|
$584K
|
-$59.7M
|
1
|
0.01%
|
Reduced
|
|
|
2024
|
First Western Capital Management
Los Angeles,
California
|
$582K
|
-$138K
|
1
|
0.35%
|
Reduced
|
|
|
2025
|
V Wealth Advisors
Overland Park,
Kansas
|
$582K
|
-$1.8M
|
7
|
0.27%
|
Reduced
|
|