|
2001
|
Independence Advisors
Wayne,
Pennsylvania
|
$280K
|
-$8.79K
|
1
|
0.08%
|
Reduced
|
|
|
2002
|
Valmark Advisers
Akron,
Ohio
|
$280K
|
-$3.12K
|
1
|
0.01%
|
Reduced
|
|
|
2003
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$279K
|
+$9.64K
|
1
|
0.02%
|
Increased
|
|
|
2004
|
Mission Wealth Management
Santa Barbara,
California
|
$278K
|
-$14.6K
|
1
|
0.04%
|
Reduced
|
|
|
2005
|
Farr Miller & Washington
Washington,
District of Columbia
|
$277K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2006
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$277K
|
+$261K
|
1
|
0.26%
|
New
|
|
|
2007
|
|
$277K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2008
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$277K
|
-$15.2K
|
3
|
0.11%
|
Reduced
|
|
|
2009
|
Firsthand Capital Management
San Jose,
California
|
$276K
|
$0
|
2
|
0.13%
|
Maintained
|
|
|
2010
|
Altavista Wealth Management
Asheville,
North Carolina
|
$275K
|
+$5.53K
|
1
|
0.1%
|
Increased
|
|
|
2011
|
DSC Advisors
Chicago,
Illinois
|
$275K
|
+$25.9K
|
1
|
0.04%
|
Increased
|
|
|
2012
|
Thompson Davis & Co
Richmond,
Virginia
|
$275K
|
-$153K
|
6
|
0.6%
|
Reduced
|
|
|
2013
|
Planning Alternatives
Birmingham,
Michigan
|
$273K
|
+$12.8K
|
1
|
0.05%
|
Increased
|
|
|
2014
|
Pacific Center for Financial Services
San Ramon,
California
|
$272K
|
+$39.5K
|
3
|
0.13%
|
Increased
|
|
|
2015
|
American Beacon Advisors
Irving,
Texas
|
$270K
|
+$46.7K
|
1
|
1.83%
|
Increased
|
|
|
2016
|
Westside Investment Management
Santa Monica,
California
|
$270K
|
-$41.4K
|
4
|
0.09%
|
Reduced
|
|
|
2017
|
Flossbach Von Storch
Cologne,
Germany
|
$268K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
Wimmer Associates 1
Pasadena,
California
|
$268K
|
-$37.4K
|
1
|
0.22%
|
Reduced
|
|
|
2019
|
Country Club Trust
Kansas City,
Missouri
|
$267K
|
-$29.3K
|
1
|
0.03%
|
Reduced
|
|
|
2020
|
TLP Group
Evanston,
Illinois
|
$266K
|
+$180K
|
4
|
0.42%
|
Increased
|
|
|
2021
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$265K
|
+$21.5K
|
1
|
0.09%
|
Increased
|
|
|
2022
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$265K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2023
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$264K
|
+$248K
|
1
|
0.34%
|
New
|
|
|
2024
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$263K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2025
|
Hollencrest Capital Management
Newport Beach,
California
|
$262K
|
+$338K
|
1
|
0.02%
|
New
|
|