|
2001
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$267K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2002
|
Argent Advisors
Monroe,
Louisiana
|
$267K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2003
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$267K
|
-$4.95K
|
1
|
0.12%
|
Reduced
|
|
|
2004
|
Fairscale Capital
Nashua,
New Hampshire
|
$267K
|
$0
|
2
|
0.16%
|
Maintained
|
|
|
2005
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$266K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2006
|
Walter Public Investments
Westmount,
Canada
|
$266K
|
+$255K
|
1
|
0.06%
|
New
|
|
|
2007
|
Glenview Trust
Louisville,
Kentucky
|
$265K
|
+$9.29K
|
1
|
0%
|
Increased
|
|
|
2008
|
Union Savings Bank
Litchfield,
Connecticut
|
$265K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2009
|
Dynamic Technology Lab
Singapore
|
$265K
|
-$436K
|
3
|
0.06%
|
Reduced
|
|
|
2010
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$264K
|
-$18.9K
|
2
|
0.03%
|
Reduced
|
|
|
2011
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$264K
|
+$33.5K
|
7
|
0.03%
|
Increased
|
|
|
2012
|
Post Resch Tallon Group
Pittsford,
New York
|
$263K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2013
|
Sacks & Associates
Warren,
New Jersey
|
$263K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2014
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$263K
|
-$3.04K
|
2
|
0.06%
|
Reduced
|
|
|
2015
|
Rockland Trust
Hanover,
Massachusetts
|
$263K
|
-$22.6K
|
1
|
0.01%
|
Reduced
|
|
|
2016
|
Lexington Hill Partners
Dallas,
Texas
|
$262K
|
-$21.9K
|
1
|
0.13%
|
Reduced
|
|
|
2017
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$261K
|
-$300
|
1
|
0.06%
|
Reduced
|
|
|
2018
|
Fortis Capital Management
Bellevue,
Washington
|
$261K
|
+$250K
|
1
|
0.03%
|
New
|
|
|
2019
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$261K
|
+$40.7K
|
1
|
0.03%
|
Increased
|
|
|
2020
|
Davidson Kempner Capital Management
New York
|
$260K
|
-$63.9M
|
1
|
0%
|
Reduced
|
|
|
2021
|
Continuum Advisory
Eagle,
Idaho
|
$260K
|
+$242K
|
4
|
0.02%
|
New
|
|
|
2022
|
Courier Capital
Buffalo,
New York
|
$258K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2023
|
S Harris Financial Group
San Antonio,
Texas
|
$257K
|
-$9.89K
|
1
|
0.2%
|
Reduced
|
|
|
2024
|
Citizens Financial Group
Providence,
Rhode Island
|
$257K
|
-$106K
|
2
|
0%
|
Reduced
|
|
|
2025
|
Lyell Wealth Management
Menlo Park,
California
|
$257K
|
$0
|
2
|
0.02%
|
Maintained
|
|