|
2001
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$38K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2002
|
Seneca Financial Advisors
Rochester,
New York
|
$37K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2003
|
Bayshore Asset Management
Coral Gables,
Florida
|
$37K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2004
|
Bray Capital Advisors
Naples,
Florida
|
$37K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2005
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$37K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2006
|
|
$37K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2007
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$37K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2008
|
Retirement Group
San Diego,
California
|
$37K
|
+$26.6K
|
3
|
0.03%
|
Increased
|
|
|
2009
|
Castle Wealth Management
West Palm Beach,
Florida
|
$36K
|
-$3.1K
|
7
|
0.02%
|
Reduced
|
|
|
2010
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$36K
|
+$64.3K
|
2
|
0%
|
Increased
|
|
|
2011
|
Wellington Shields & Co
New York
|
$36K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2012
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$35K
|
-$540K
|
1
|
0.01%
|
Reduced
|
|
|
2013
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$34K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2014
|
Diligent Investors
Redlands,
California
|
$34K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2015
|
Resources Management Corp
West Hartford,
Connecticut
|
$34K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2016
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$33K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2017
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$32K
|
-$221K
|
1
|
0.09%
|
Reduced
|
|
|
2018
|
Maryland Capital Advisors
Chester,
Maryland
|
$32K
|
+$17.6K
|
3
|
0.03%
|
Increased
|
|
|
2019
|
Sanford Advisory Services
Portage,
Michigan
|
$32K
|
+$31.8K
|
1
|
0.01%
|
New
|
|
|
2020
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$31.1K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2021
|
Baystate Wealth Management
Boston,
Massachusetts
|
$30K
|
$0
|
4
|
0%
|
Maintained
|
|
|
2022
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$30K
|
+$4.68K
|
10
|
0.01%
|
Increased
|
|
|
2023
|
Bell Investment Advisors
Oakland,
California
|
$30K
|
-$17.7K
|
10
|
0.01%
|
Reduced
|
|
|
2024
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$30K
|
-$23.1K
|
2
|
0.01%
|
Reduced
|
|
|
2025
|
Selective Wealth Management
Forest,
Virginia
|
$30K
|
-$12.1K
|
1
|
0.01%
|
Reduced
|
|