|
2001
|
LBA Wealth Management
Jacksonville,
Florida
|
$118K
|
+$6.42K
|
3
|
0.08%
|
Increased
|
|
|
2002
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$107K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
2003
|
New York Life Trust
New York
|
$106K
|
-$12.3K
|
1
|
0.44%
|
Reduced
|
|
|
2004
|
Paradigm Asset Management
New York
|
$103K
|
-$2.02M
|
2
|
0.01%
|
Reduced
|
|
|
2005
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$102K
|
+$14.4K
|
4
|
0.29%
|
Increased
|
|
|
2006
|
Advisors Preferred
Rockville,
Maryland
|
$94.5K
|
+$71.2K
|
1
|
0.06%
|
Increased
|
|
|
2007
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$87K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2008
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$84K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2009
|
Madden Advisory Services
Jacksonville,
Florida
|
$80K
|
-$37.2K
|
4
|
0.04%
|
Reduced
|
|
|
2010
|
TD Capital Management
Memphis,
Tennessee
|
$79K
|
+$51
|
2
|
0.02%
|
Increased
|
|
|
2011
|
Efficient Market Advisors
San Diego,
California
|
$75K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2012
|
Alpha Windward
Westwood,
Massachusetts
|
$69K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
2013
|
Spectrum Management Group
Indianapolis,
Indiana
|
$68K
|
+$17.6K
|
2
|
0.04%
|
Increased
|
|
|
2014
|
Edinburgh Partners
Edinburgh,
United Kingdom
|
$63K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2015
|
American Asset Management
Boca Raton,
Florida
|
$62K
|
+$71.8K
|
1
|
0.03%
|
New
|
|
|
2016
|
Formidable Asset Management
Cincinnati,
Ohio
|
$60K
|
-$2.42M
|
5
|
0.04%
|
Reduced
|
|
|
2017
|
Country Trust Bank
Bloomington,
Illinois
|
$59.4K
|
+$5.32K
|
3
|
0%
|
Increased
|
|
|
2018
|
|
$53K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2019
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$52K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2020
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$47K
|
-$544K
|
1
|
0.04%
|
Reduced
|
|
|
2021
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$45K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2022
|
West Oak Capital
Westlake Village,
California
|
$39.1K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2023
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$39K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2024
|
FCM Investments
Dallas,
Texas
|
$38K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2025
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$37K
|
$0
|
1
|
0.03%
|
Maintained
|
|