|
2001
|
M.E. Allison & Co
San Antonio,
Texas
|
$137K
|
+$94.8K
|
1
|
0.08%
|
New
|
|
|
2002
|
|
$134K
|
-$396K
|
2
|
0%
|
Reduced
|
|
|
2003
|
Abound Wealth Management
Franklin,
Tennessee
|
$134K
|
-$17.4K
|
4
|
0.03%
|
Reduced
|
|
|
2004
|
Hager Investment Management Services
New London,
New Hampshire
|
$134K
|
+$2.02K
|
2
|
0.06%
|
Increased
|
|
|
2005
|
Swiss Re
Zurich,
Switzerland
|
$133K
|
+$119K
|
1
|
0.01%
|
Increased
|
|
|
2006
|
Pacific Center for Financial Services
San Ramon,
California
|
$133K
|
+$383
|
2
|
0.03%
|
Increased
|
|
|
2007
|
Avion Wealth
The Woodlands,
Texas
|
$133K
|
+$249
|
5
|
0.02%
|
Increased
|
|
|
2008
|
C2C Wealth Management
Scottsdale,
Arizona
|
$132K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2009
|
Sittner & Nelson
Eugene,
Oregon
|
$130K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2010
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$129K
|
-$42.1K
|
1
|
0.01%
|
Reduced
|
|
|
2011
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$128K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
Astoria Portfolio Advisors
New York
|
$127K
|
+$88K
|
1
|
0.02%
|
New
|
|
|
2013
|
Kemnay Advisory Services
New York
|
$127K
|
+$10.2K
|
4
|
0.02%
|
Increased
|
|
|
2014
|
Baxter Bros Inc
Riverside,
Connecticut
|
$127K
|
+$147K
|
1
|
0.01%
|
New
|
|
|
2015
|
Morse Asset Management
Darien,
Connecticut
|
$127K
|
+$52.5K
|
3
|
0.02%
|
Increased
|
|
|
2016
|
Financial Network Wealth Advisors
Murray,
Utah
|
$126K
|
-$25.7K
|
2
|
0.13%
|
Reduced
|
|
|
2017
|
Chesapeake Asset Management
New York
|
$125K
|
-$4.79K
|
2
|
0.1%
|
Reduced
|
|
|
2018
|
Salomon & Ludwin
Richmond,
Virginia
|
$125K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2019
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$122K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2020
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$121K
|
-$11.3K
|
1
|
0.01%
|
Reduced
|
|
|
2021
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$120K
|
+$192
|
2
|
0.02%
|
Increased
|
|
|
2022
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$116K
|
+$80.1K
|
1
|
0.01%
|
New
|
|
|
2023
|
Polymer Capital Management (HK)
Hong Kong
|
$116K
|
-$2.94M
|
1
|
0.01%
|
Reduced
|
|
|
2024
|
Wiser Advisor Group
Phoenix,
Arizona
|
$114K
|
+$383
|
2
|
0.13%
|
Increased
|
|
|
2025
|
Barrett & Company
Providence,
Rhode Island
|
$114K
|
+$42.6K
|
5
|
0.03%
|
Increased
|
|