|
2001
|
Country Trust Bank
Bloomington,
Illinois
|
$117K
|
-$588
|
1
|
0.01%
|
Reduced
|
|
|
2002
|
Lee Financial
Dallas,
Texas
|
$117K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2003
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$116K
|
-$17.5K
|
2
|
0.16%
|
Reduced
|
|
|
2004
|
Cowen Prime Advisors
New York
|
$116K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2005
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$111K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2006
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$105K
|
+$111K
|
1
|
0.06%
|
New
|
|
|
2007
|
Solaris Asset Management
New York
|
$99K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2008
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$97K
|
-$10.7K
|
2
|
0.04%
|
Reduced
|
|
|
2009
|
Dalton Investments
Las Vegas,
Nevada
|
$95K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2010
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$95K
|
-$36.4K
|
1
|
0.04%
|
Reduced
|
|
|
2011
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$94K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
2012
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$90K
|
-$17K
|
1
|
0%
|
Reduced
|
|
|
2013
|
Barnett & Company
Chattanooga,
Tennessee
|
$89K
|
+$80.8K
|
1
|
0.04%
|
Increased
|
|
|
2014
|
Pathstone Family Office
Englewood,
New Jersey
|
$89K
|
-$8.29K
|
2
|
0.04%
|
Reduced
|
|
|
2015
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$80K
|
-$114K
|
2
|
0.05%
|
Reduced
|
|
|
2016
|
America First Investment Advisors
Omaha,
Nebraska
|
$79K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2017
|
Regal Wealth Group
Seal Beach,
California
|
$75K
|
+$250
|
1
|
0.06%
|
Increased
|
|
|
2018
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$68.2K
|
+$27.5K
|
2
|
0.06%
|
Increased
|
|
|
2019
|
Tradewinds Capital Management
Bellingham,
Washington
|
$68K
|
-$16.6K
|
3
|
0.04%
|
Reduced
|
|
|
2020
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$65K
|
+$39.8K
|
1
|
0.03%
|
Increased
|
|
|
2021
|
Parallax Volatility Advisers
San Francisco,
California
|
$59K
|
-$1.49M
|
1
|
0%
|
Reduced
|
|
|
2022
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$58K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2023
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$56K
|
$0
|
4
|
0%
|
Maintained
|
|
|
2024
|
Raffa Wealth Management
Washington,
District of Columbia
|
$53.2K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2025
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$48K
|
+$46.8K
|
3
|
0.02%
|
New
|
|