|
2001
|
Avidian Wealth Enterprises
Houston,
Texas
|
$241K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2002
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$239K
|
+$4.24K
|
1
|
0.15%
|
Increased
|
|
|
2003
|
Washington Capital Management
Seattle,
Washington
|
$239K
|
+$227K
|
1
|
0.28%
|
New
|
|
|
2004
|
One Capital Management
Westlake Village,
California
|
$238K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2005
|
Prospera Financial Services
Dallas,
Texas
|
$237K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2006
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$235K
|
-$204K
|
13
|
0.09%
|
Reduced
|
|
|
2007
|
Harfst & Associates
Sheridan,
Wyoming
|
$234K
|
+$231K
|
2
|
0.1%
|
New
|
|
|
2008
|
Arete Wealth Advisors
Chicago,
Illinois
|
$233K
|
-$39.9K
|
2
|
0.1%
|
Reduced
|
|
|
2009
|
First Command Bank
Fort Worth,
Texas
|
$233K
|
+$22.3K
|
3
|
0.16%
|
Increased
|
|
|
2010
|
First Command Financial Services
Fort Worth,
Texas
|
$233K
|
+$22.3K
|
3
|
0.16%
|
Increased
|
|
|
2011
|
RPG Investment Advisory
Pleasanton,
California
|
$233K
|
+$222K
|
1
|
0.07%
|
New
|
|
|
2012
|
Glassman Wealth Services
Vienna,
Virginia
|
$232K
|
+$11.9K
|
9
|
0.16%
|
Increased
|
|
|
2013
|
Falcon Point Capital
San Francisco,
California
|
$231K
|
+$7.84K
|
1
|
0.03%
|
Increased
|
|
|
2014
|
Asset Advisors Corp
Augusta,
Georgia
|
$230K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2015
|
GW & Wade
Wellesley,
Massachusetts
|
$230K
|
-$52.1K
|
1
|
0.03%
|
Reduced
|
|
|
2016
|
Kanawha Capital Management
Richmond,
Virginia
|
$230K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2017
|
Marshwinds Advisory
St Simons Island,
Georgia
|
$230K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2018
|
Overbrook Management Corp
New York
|
$230K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2019
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$227K
|
$0
|
1
|
0.37%
|
Maintained
|
|
|
2020
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$224K
|
+$25.8K
|
1
|
0.03%
|
Increased
|
|
|
2021
|
Fortis Advisors
Wayne,
Pennsylvania
|
$224K
|
+$1.33K
|
1
|
0.2%
|
Increased
|
|
|
2022
|
Payden & Rygel
Los Angeles,
California
|
$224K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2023
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$224K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2024
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$223K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2025
|
Park Circle Company
Baltimore,
Maryland
|
$223K
|
$0
|
1
|
0.14%
|
Maintained
|
|