|
2001
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$273K
|
+$17K
|
1
|
0.03%
|
Increased
|
|
|
2002
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$271K
|
-$11.1K
|
1
|
0.05%
|
Reduced
|
|
|
2003
|
American Economic Planning Group
Warren,
New Jersey
|
$270K
|
+$262K
|
1
|
0.1%
|
New
|
|
|
2004
|
Abacus Planning Group
Columbia,
South Carolina
|
$269K
|
+$260K
|
1
|
0.27%
|
New
|
|
|
2005
|
Valmark Advisers
Akron,
Ohio
|
$269K
|
+$260K
|
1
|
0.01%
|
New
|
|
|
2006
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$268K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2007
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$268K
|
+$260K
|
1
|
0.02%
|
New
|
|
|
2008
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$268K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2009
|
Addison Capital
Conshohocken,
Pennsylvania
|
$267K
|
-$126K
|
1
|
0.21%
|
Reduced
|
|
|
2010
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$266K
|
+$258K
|
3
|
0.22%
|
New
|
|
|
2011
|
Howland Capital Management
Boston,
Massachusetts
|
$266K
|
+$257K
|
1
|
0.02%
|
New
|
|
|
2012
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$264K
|
+$255K
|
1
|
0.33%
|
New
|
|
|
2013
|
Gateway Advisory
Westfield,
New Jersey
|
$264K
|
+$256K
|
1
|
0.07%
|
New
|
|
|
2014
|
Jabre Capital Partners
Geneva,
Switzerland
|
$264K
|
+$250K
|
1
|
0.05%
|
New
|
|
|
2015
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$264K
|
+$255K
|
1
|
0.27%
|
New
|
|
|
2016
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$262K
|
+$294K
|
1
|
0.07%
|
New
|
|
|
2017
|
Capital Bank & Trust
Irvine,
California
|
$262K
|
-$130K
|
3
|
0%
|
Reduced
|
|
|
2018
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$262K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2019
|
Ibex Investors
Denver,
Colorado
|
$262K
|
+$245K
|
1
|
0.15%
|
New
|
|
|
2020
|
Exeter Financial
Scottsdale,
Arizona
|
$261K
|
+$253K
|
1
|
0.23%
|
New
|
|
|
2021
|
Todd Asset Management
Louisville,
Kentucky
|
$261K
|
-$23.6K
|
1
|
0.01%
|
Reduced
|
|
|
2022
|
Independence Advisors
Wayne,
Pennsylvania
|
$258K
|
-$4.29K
|
1
|
0.09%
|
Reduced
|
|
|
2023
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$257K
|
+$249K
|
1
|
0.12%
|
New
|
|
|
2024
|
Farr Miller & Washington
Washington,
District of Columbia
|
$255K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2025
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$254K
|
+$5.1K
|
1
|
0.07%
|
Increased
|
|