|
2001
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$60K
|
+$622
|
2
|
0.03%
|
Increased
|
|
|
2002
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$60K
|
+$18.6K
|
1
|
0.05%
|
Increased
|
|
|
2003
|
Tobias Financial Advisors
Plantation,
Florida
|
$60K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2004
|
Arax Advisory Partners
Denver,
Colorado
|
$59K
|
+$42.6K
|
4
|
0.01%
|
Increased
|
|
|
2005
|
NinePointTwo Capital
Los Angeles,
California
|
$59K
|
-$932K
|
2
|
0.02%
|
Reduced
|
|
|
2006
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$57K
|
-$7.09K
|
1
|
0.04%
|
Reduced
|
|
|
2007
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$57K
|
+$2.94K
|
3
|
0.05%
|
Increased
|
|
|
2008
|
Inspire Advisors
Meridian,
Idaho
|
$57K
|
-$54.3K
|
1
|
0.02%
|
Reduced
|
|
|
2009
|
Selective Wealth Management
Forest,
Virginia
|
$57K
|
-$682K
|
1
|
0.02%
|
Reduced
|
|
|
2010
|
Summit Trail Advisors
New York
|
$57K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2011
|
Tortoise Investment Management
White Plains,
New York
|
$57K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2012
|
Seneca Financial Advisors
Rochester,
New York
|
$56.3K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2013
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$56K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2014
|
Perkins Coie Trust Company
Seattle,
Washington
|
$56K
|
-$34.6K
|
1
|
0.02%
|
Reduced
|
|
|
2015
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$56K
|
+$2.35K
|
4
|
0.01%
|
Increased
|
|
|
2016
|
Bell Investment Advisors
Oakland,
California
|
$55K
|
+$52K
|
11
|
0.02%
|
New
|
|
|
2017
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$55K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2018
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$54.9K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2019
|
Merit Financial Group
Alpharetta,
Georgia
|
$52K
|
+$72.3K
|
4
|
0%
|
New
|
|
|
2020
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$51K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
2021
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$51K
|
+$46.9K
|
2
|
0%
|
New
|
|
|
2022
|
Pflug Koory
Omaha,
Nebraska
|
$51K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2023
|
Bayshore Asset Management
Coral Gables,
Florida
|
$50K
|
+$53.3K
|
1
|
0.04%
|
New
|
|
|
2024
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$50K
|
-$2.1K
|
3
|
0.03%
|
Reduced
|
|
|
2025
|
Simon Quick Advisors
Morristown,
New Jersey
|
$49K
|
+$57.2K
|
1
|
0.01%
|
New
|
|