|
2001
|
Toth Financial Advisory
Leesburg,
Virginia
|
$174K
|
-$361
|
5
|
0.02%
|
Reduced
|
|
|
2002
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$173K
|
-$75.5K
|
3
|
0.02%
|
Reduced
|
|
|
2003
|
Regent Investment Management
Louisville,
Kentucky
|
$170K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2004
|
Perkins Coie Trust Company
Seattle,
Washington
|
$169K
|
-$1.03M
|
1
|
0.05%
|
Reduced
|
|
|
2005
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$168K
|
+$186K
|
3
|
0.01%
|
Increased
|
|
|
2006
|
Deltec Asset Management
New York
|
$164K
|
+$10.6K
|
2
|
0.03%
|
Increased
|
|
|
2007
|
Glassman Wealth Services
Vienna,
Virginia
|
$164K
|
+$34.3K
|
9
|
0.03%
|
Increased
|
|
|
2008
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$161K
|
+$84K
|
5
|
0.02%
|
Increased
|
|
|
2009
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$161K
|
+$14.9K
|
7
|
0.06%
|
Increased
|
|
|
2010
|
DC Investments Management
Mclean,
Virginia
|
$160K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2011
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$158K
|
$0
|
3
|
0.12%
|
Maintained
|
|
|
2012
|
Ronit Capital
London,
United Kingdom
|
$156K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2013
|
Seneca Financial Advisors
Rochester,
New York
|
$154K
|
-$50.9K
|
1
|
0.09%
|
Reduced
|
|
|
2014
|
Webster Bank
Waterbury,
Connecticut
|
$153K
|
+$30.9K
|
3
|
0.02%
|
Increased
|
|
|
2015
|
Janiczek Wealth Management
Denver,
Colorado
|
$152K
|
-$1.59K
|
3
|
0.05%
|
Reduced
|
|
|
2016
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$152K
|
-$4.68K
|
10
|
0.01%
|
Reduced
|
|
|
2017
|
Maryland Capital Management
Towson,
Maryland
|
$151K
|
+$10.8K
|
1
|
0.01%
|
Increased
|
|
|
2018
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$150K
|
+$1.17K
|
4
|
0.05%
|
Increased
|
|
|
2019
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$149K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2020
|
TCI Wealth Advisors
Tucson,
Arizona
|
$148K
|
-$14.9K
|
26
|
0.02%
|
Reduced
|
|
|
2021
|
Cedar Wealth Management
Walnut Creek,
California
|
$147K
|
+$56.6K
|
1
|
0.06%
|
Increased
|
|
|
2022
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$146K
|
+$38.1K
|
4
|
0.03%
|
Increased
|
|
|
2023
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$146K
|
+$17K
|
1
|
0.04%
|
Increased
|
|
|
2024
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$144K
|
+$149K
|
1
|
0.03%
|
New
|
|
|
2025
|
Lattice Capital Management
Kirkland,
Washington
|
$144K
|
+$175K
|
1
|
0.01%
|
New
|
|