|
2001
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$91.5K
|
-$15.1K
|
1
|
0.04%
|
Reduced
|
|
|
2002
|
Advantage Trust Company
Salina,
Kansas
|
$91.1K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2003
|
West Oak Capital
Westlake Village,
California
|
$90.8K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2004
|
Wealth Effects
Boston,
Massachusetts
|
$90.8K
|
+$11.3K
|
1
|
0.03%
|
Increased
|
|
|
2005
|
Tradewinds Capital Management
Bellingham,
Washington
|
$90K
|
+$86.2K
|
2
|
0.03%
|
Increased
|
|
|
2006
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$89.6K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2007
|
|
$87.2K
|
+$91.3K
|
1
|
0.22%
|
New
|
|
|
2008
|
Private Ocean
San Rafael,
California
|
$85.7K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2009
|
Cypress Capital
Franklin,
Tennessee
|
$84.9K
|
+$83.8K
|
2
|
0.02%
|
New
|
|
|
2010
|
Kelly Financial Services
Braintree,
Massachusetts
|
$84.2K
|
-$6.39K
|
3
|
0.03%
|
Reduced
|
|
|
2011
|
Creekmur Asset Management
Morton,
Illinois
|
$84K
|
-$5.71K
|
3
|
0.02%
|
Reduced
|
|
|
2012
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$83.7K
|
-$3.65K
|
1
|
0.45%
|
Reduced
|
|
|
2013
|
West Paces Advisors
Atlanta,
Georgia
|
$82.8K
|
+$3.2K
|
1
|
0.02%
|
Increased
|
|
|
2014
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$82.6K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2015
|
|
$80K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2016
|
GW&K Investment Management
Boston,
Massachusetts
|
$79K
|
+$2.67K
|
4
|
0%
|
Increased
|
|
|
2017
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$78.7K
|
+$6.94K
|
2
|
0.03%
|
Increased
|
|
|
2018
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$74.8K
|
-$41.9K
|
2
|
0.01%
|
Reduced
|
|
|
2019
|
Jamison Private Wealth Management
Milton,
Georgia
|
$74.7K
|
-$62K
|
2
|
0.01%
|
Reduced
|
|
|
2020
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$74.5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2021
|
CAZ Investments
Houston,
Texas
|
$72K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2022
|
Rakuten Securities
Tokyo,
Japan
|
$71.5K
|
+$54.1K
|
3
|
0.03%
|
Increased
|
|
|
2023
|
Albion Financial Group
Salt Lake City,
Utah
|
$67.1K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2024
|
JB Capital Partners
Armonk,
New York
|
$65.7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2025
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$65.5K
|
-$1.54K
|
1
|
0.04%
|
Reduced
|
|