|
2001
|
Holt Capital Partners
Fort Worth,
Texas
|
$205K
|
-$49.6K
|
3
|
0.09%
|
Reduced
|
|
|
2002
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$204K
|
+$18.7K
|
2
|
0.25%
|
Increased
|
|
|
2003
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$204K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2004
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$204K
|
-$2.14K
|
1
|
0.13%
|
Reduced
|
|
|
2005
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$203K
|
-$281K
|
1
|
0.29%
|
Reduced
|
|
|
2006
|
Pegasus Partners
Mequon,
Wisconsin
|
$203K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2007
|
Arete Wealth Advisors
Chicago,
Illinois
|
$202K
|
-$238K
|
1
|
0.16%
|
Reduced
|
|
|
2008
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$201K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2009
|
Raffa Wealth Management
Washington,
District of Columbia
|
$199K
|
+$16.9K
|
14
|
0.12%
|
Increased
|
|
|
2010
|
Sonora Investment Management
Tucson,
Arizona
|
$198K
|
+$208K
|
17
|
0.06%
|
New
|
|
|
2011
|
Spirit of America Management Corp
Syosset,
New York
|
$196K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2012
|
CapWealth Advisors
Franklin,
Tennessee
|
$190K
|
-$2.09M
|
3
|
0.05%
|
Reduced
|
|
|
2013
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$189K
|
-$5.82M
|
1
|
0.01%
|
Reduced
|
|
|
2014
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$187K
|
-$2.44M
|
1
|
0.04%
|
Reduced
|
|
|
2015
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$182K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2016
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$181K
|
-$13.7K
|
6
|
0.06%
|
Reduced
|
|
|
2017
|
Central Bank & Trust
Lexington,
Kentucky
|
$171K
|
-$20.8K
|
4
|
0.06%
|
Reduced
|
|
|
2018
|
Manifold Partners
San Francisco,
California
|
$169K
|
-$186K
|
1
|
0.16%
|
Reduced
|
|
|
2019
|
|
$167K
|
-$25.1K
|
1
|
0.02%
|
Reduced
|
|
|
2020
|
Balentine LLC
Atlanta,
Georgia
|
$164K
|
+$113K
|
7
|
0.03%
|
Increased
|
|
|
2021
|
AllSquare Wealth Management
Albany,
New York
|
$159K
|
+$5.45K
|
3
|
0.16%
|
Increased
|
|
|
2022
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$159K
|
-$34K
|
5
|
0.1%
|
Reduced
|
|
|
2023
|
Archford Capital Strategies
Swansea,
Illinois
|
$155K
|
-$680K
|
4
|
0.12%
|
Reduced
|
|
|
2024
|
Hartline Investment Corp
Winnetka,
Illinois
|
$153K
|
-$15.4K
|
1
|
0.06%
|
Reduced
|
|
|
2025
|
Point72 Hong Kong
Hong Kong
|
$153K
|
-$265K
|
1
|
0.23%
|
Reduced
|
|