|
2001
|
Sutton Wealth Advisors
Tampa,
Florida
|
$330K
|
+$79.8K
|
9
|
0.29%
|
Increased
|
|
|
2002
|
Clear Perspective Advisors
Aurora,
Illinois
|
$329K
|
+$324K
|
6
|
0.22%
|
New
|
|
|
2003
|
Florence Capital Advisors
New York
|
$326K
|
+$306K
|
1
|
0.36%
|
New
|
|
|
2004
|
Winch Advisory Services
Appleton,
Wisconsin
|
$325K
|
+$303K
|
3
|
0.22%
|
Increased
|
|
|
2005
|
Boston Common Asset Management
Boston,
Massachusetts
|
$323K
|
-$5.46K
|
1
|
0.05%
|
Reduced
|
|
|
2006
|
Ken Stern & Associates
San Diego,
California
|
$321K
|
+$314K
|
1
|
0.17%
|
New
|
|
|
2007
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$320K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2008
|
Mount Vernon Associates
Baltimore,
Maryland
|
$316K
|
$0
|
1
|
0.62%
|
Maintained
|
|
|
2009
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$311K
|
-$191K
|
1
|
0.06%
|
Reduced
|
|
|
2010
|
Castle Creek Arbitrage
Avon,
Colorado
|
$311K
|
-$4.27M
|
1
|
0.03%
|
Reduced
|
|
|
2011
|
Wexford Capital
West Palm Beach,
Florida
|
$310K
|
-$337K
|
2
|
0.03%
|
Reduced
|
|
|
2012
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$309K
|
-$11.6K
|
2
|
0.19%
|
Reduced
|
|
|
2013
|
|
$306K
|
+$287K
|
1
|
0.15%
|
New
|
|
|
2014
|
Trust Asset Management
Houston,
Texas
|
$306K
|
-$1.96K
|
3
|
0.15%
|
Reduced
|
|
|
2015
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$305K
|
-$12.4K
|
1
|
0.31%
|
Reduced
|
|
|
2016
|
Granahan Investment Management
Waltham,
Massachusetts
|
$305K
|
+$5.57K
|
1
|
0.01%
|
Increased
|
|
|
2017
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$303K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2018
|
Lido Advisors
Los Angeles,
California
|
$303K
|
+$283K
|
2
|
0.07%
|
New
|
|
|
2019
|
Lourd Capital
Beverly Hills,
California
|
$302K
|
-$23.1K
|
1
|
0.03%
|
Reduced
|
|
|
2020
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$302K
|
+$838
|
6
|
0.17%
|
Increased
|
|
|
2021
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$300K
|
-$760K
|
1
|
0.09%
|
Reduced
|
|
|
2022
|
Partnervest Advisory Services
Santa Barbara,
California
|
$299K
|
-$226K
|
1
|
0.14%
|
Reduced
|
|
|
2023
|
Markston International
White Plains,
New York
|
$298K
|
-$5.09K
|
1
|
0.03%
|
Reduced
|
|
|
2024
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$294K
|
+$44.2K
|
1
|
0.13%
|
Increased
|
|
|
2025
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$291K
|
$0
|
1
|
0.03%
|
Maintained
|
|