|
2001
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$400K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2002
|
Kensington Investment Counsel
Long Beach,
California
|
$399K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2003
|
|
$396K
|
+$153K
|
2
|
0.01%
|
Increased
|
|
|
2004
|
GMT Capital
Atlanta,
Georgia
|
$396K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2005
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$396K
|
+$174K
|
1
|
0.04%
|
Increased
|
|
|
2006
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$396K
|
+$428K
|
1
|
0.06%
|
New
|
|
|
2007
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$396K
|
+$3.81K
|
1
|
0.13%
|
Increased
|
|
|
2008
|
Avenir Corporation
Alexandria,
Virginia
|
$394K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2009
|
Journey Advisory Group
Covington,
Kentucky
|
$394K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2010
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$391K
|
+$577
|
1
|
0.03%
|
Increased
|
|
|
2011
|
Level Financial Advisors
East Amherst,
New York
|
$391K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2012
|
Aspect Partners
Fairfax,
Virginia
|
$390K
|
+$2.17K
|
6
|
0.15%
|
Increased
|
|
|
2013
|
Essential Investment Partners
Englewood,
Colorado
|
$387K
|
-$26.8K
|
3
|
0.31%
|
Reduced
|
|
|
2014
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$386K
|
-$818K
|
9
|
0.05%
|
Reduced
|
|
|
2015
|
Odyssean LLC
Darien,
Connecticut
|
$384K
|
-$520K
|
1
|
0.06%
|
Reduced
|
|
|
2016
|
Cooper Capital Advisors
Encinitas,
California
|
$384K
|
-$3.33K
|
1
|
0.17%
|
Reduced
|
|
|
2017
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$381K
|
-$204K
|
1
|
0.11%
|
Reduced
|
|
|
2018
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$380K
|
+$416K
|
1
|
0.04%
|
New
|
|
|
2019
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$380K
|
-$22.8K
|
2
|
0.03%
|
Reduced
|
|
|
2020
|
Titleist Asset Management
San Antonio,
Texas
|
$378K
|
+$26.3K
|
1
|
0.03%
|
Increased
|
|
|
2021
|
Fielder Capital Group
Nashville,
Tennessee
|
$378K
|
-$69.8K
|
1
|
0.08%
|
Reduced
|
|
|
2022
|
RWA Wealth Partners
Newton,
Massachusetts
|
$378K
|
-$1.73K
|
1
|
0%
|
Reduced
|
|
|
2023
|
WNY Asset Management
Williamsville,
New York
|
$377K
|
+$98.6K
|
1
|
0.03%
|
Increased
|
|
|
2024
|
J. Stern & Co
London,
United Kingdom
|
$377K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2025
|
Northwest Bancshares
Warren,
Pennsylvania
|
$377K
|
-$19.6K
|
1
|
0.07%
|
Reduced
|
|