|
2001
|
Ashmore Group
London,
United Kingdom
|
$321K
|
-$223K
|
1
|
0.24%
|
Reduced
|
|
|
2002
|
BigSur Wealth Management
Miami,
Florida
|
$321K
|
+$315K
|
2
|
0.43%
|
New
|
|
|
2003
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$320K
|
+$308K
|
4
|
0.17%
|
New
|
|
|
2004
|
|
$319K
|
$0
|
1
|
0.48%
|
Maintained
|
|
|
2005
|
SignalPoint Asset Management
Springfield,
Missouri
|
$318K
|
-$201K
|
1
|
0.08%
|
Reduced
|
|
|
2006
|
Premier Asset Management
Chicago,
Illinois
|
$317K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2007
|
National Investment Services
Milwaukee,
Wisconsin
|
$316K
|
-$13.1K
|
1
|
0.35%
|
Reduced
|
|
|
2008
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$312K
|
+$255K
|
1
|
0.26%
|
Increased
|
|
|
2009
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$308K
|
-$4.99K
|
1
|
0.03%
|
Reduced
|
|
|
2010
|
Connable Office Inc
Kalamazoo,
Michigan
|
$307K
|
-$336K
|
1
|
0.07%
|
Reduced
|
|
|
2011
|
|
$307K
|
-$43.9K
|
6
|
0.05%
|
Reduced
|
|
|
2012
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$306K
|
+$299K
|
1
|
0.08%
|
New
|
|
|
2013
|
Homrich & Berg
Atlanta,
Georgia
|
$304K
|
-$2.82K
|
1
|
0.03%
|
Reduced
|
|
|
2014
|
Stratford Consulting
Addison,
Texas
|
$304K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2015
|
Bank OZK
Little Rock,
Arkansas
|
$303K
|
+$3.17K
|
1
|
0.1%
|
Increased
|
|
|
2016
|
Partnervest Advisory Services
Santa Barbara,
California
|
$302K
|
-$21.9K
|
1
|
0.14%
|
Reduced
|
|
|
2017
|
Lloyds Banking Group
London,
United Kingdom
|
$300K
|
-$12.3K
|
1
|
2.61%
|
Reduced
|
|
|
2018
|
Yorktown Management & Research Company
Forest,
Virginia
|
$299K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2019
|
Simon Quick Advisors
Morristown,
New Jersey
|
$298K
|
+$286K
|
4
|
0.22%
|
New
|
|
|
2020
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$297K
|
-$17.7K
|
4
|
0.27%
|
Reduced
|
|
|
2021
|
Concentric Wealth Management
Lafayette,
California
|
$297K
|
+$290K
|
1
|
0.25%
|
New
|
|
|
2022
|
FAS Wealth Partners
Leawood,
Kansas
|
$297K
|
+$290K
|
1
|
0.09%
|
New
|
|
|
2023
|
American Money Management
Rancho Santa Fe,
California
|
$295K
|
-$60.4K
|
1
|
0.24%
|
Reduced
|
|
|
2024
|
|
$293K
|
+$285K
|
2
|
0.19%
|
New
|
|
|
2025
|
Syntal Capital Partners
Midland,
Texas
|
$293K
|
+$272K
|
1
|
0.27%
|
New
|
|