|
2001
|
|
$368K
|
+$382K
|
1
|
0.02%
|
New
|
|
|
2002
|
Fortis Advisors
Wayne,
Pennsylvania
|
$367K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
2003
|
MV Capital Management
Bethesda,
Maryland
|
$363K
|
+$26.8K
|
4
|
0.11%
|
Increased
|
|
|
2004
|
Avidian Wealth Enterprises
Houston,
Texas
|
$360K
|
+$359K
|
1
|
0.15%
|
New
|
|
|
2005
|
Mirador Capital Partners
Pleasanton,
California
|
$360K
|
+$13.3K
|
1
|
0.22%
|
Increased
|
|
|
2006
|
Rockland Trust
Hanover,
Massachusetts
|
$359K
|
-$1.73M
|
1
|
0.06%
|
Reduced
|
|
|
2007
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$357K
|
+$102
|
1
|
0.14%
|
Increased
|
|
|
2008
|
Guardian Life Insurance
New York
|
$356K
|
-$244K
|
8
|
0.05%
|
Reduced
|
|
|
2009
|
IMS Capital Management
Portland,
Oregon
|
$355K
|
$0
|
1
|
0.33%
|
Maintained
|
|
|
2010
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$352K
|
$0
|
4
|
0.18%
|
Maintained
|
|
|
2011
|
Perkins Capital Management
Wayzata,
Minnesota
|
$352K
|
+$334K
|
1
|
0.39%
|
New
|
|
|
2012
|
|
$350K
|
+$6.43K
|
2
|
0.22%
|
Increased
|
|
|
2013
|
|
$349K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2014
|
First Merchants Corp
Muncie,
Indiana
|
$348K
|
+$34.5K
|
1
|
0.1%
|
Increased
|
|
|
2015
|
Wimmer Associates 1
Pasadena,
California
|
$348K
|
-$55.4K
|
1
|
0.32%
|
Reduced
|
|
|
2016
|
Courier Capital
Buffalo,
New York
|
$347K
|
+$203
|
1
|
0.06%
|
Increased
|
|
|
2017
|
LVW Advisors
Pittsford,
New York
|
$347K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2018
|
Concentric Wealth Management
Lafayette,
California
|
$344K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
2019
|
FAS Wealth Partners
Leawood,
Kansas
|
$344K
|
+$3.05K
|
1
|
0.1%
|
Increased
|
|
|
2020
|
BigSur Wealth Management
Miami,
Florida
|
$343K
|
$0
|
2
|
0.35%
|
Maintained
|
|
|
2021
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$336K
|
$0
|
4
|
0.23%
|
Maintained
|
|
|
2022
|
Day & Ennis
Macon,
Georgia
|
$336K
|
+$100K
|
2
|
0.29%
|
Increased
|
|
|
2023
|
Nadler Financial Group
Deerfield,
Illinois
|
$334K
|
+$1.17K
|
1
|
0.11%
|
Increased
|
|
|
2024
|
Grove Bank & Trust
Miami,
Florida
|
$333K
|
+$142K
|
11
|
0.21%
|
Increased
|
|
|
2025
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$333K
|
$0
|
1
|
0.19%
|
Maintained
|
|