|
2001
|
Tortoise Investment Management
White Plains,
New York
|
$91K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
2002
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$85K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2003
|
Solaris Asset Management
New York
|
$84K
|
-$41K
|
1
|
0.64%
|
Reduced
|
|
|
2004
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$83K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2005
|
Silvant Capital Management
Atlanta,
Georgia
|
$82K
|
+$9.61K
|
2
|
0.01%
|
Increased
|
|
|
2006
|
Cedar Wealth Management
Walnut Creek,
California
|
$81K
|
-$230K
|
3
|
0.05%
|
Reduced
|
|
|
2007
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$81K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2008
|
Asset Dedication LLC
San Francisco,
California
|
$80K
|
-$881
|
5
|
0.03%
|
Reduced
|
|
|
2009
|
Balentine LLC
Atlanta,
Georgia
|
$80K
|
+$70.4K
|
3
|
0.01%
|
Increased
|
|
|
2010
|
Winthrop Partners - WNY
Buffalo,
New York
|
$79K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
2011
|
Barnett & Company
Chattanooga,
Tennessee
|
$79K
|
+$63.1K
|
3
|
0.04%
|
Increased
|
|
|
2012
|
Cordasco Financial Network
Naples,
Florida
|
$78K
|
+$33.3K
|
3
|
0.08%
|
Increased
|
|
|
2013
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$77K
|
+$72.7K
|
1
|
0.01%
|
New
|
|
|
2014
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$76K
|
+$164
|
4
|
0.03%
|
Increased
|
|
|
2015
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$72K
|
+$27K
|
4
|
0.04%
|
Increased
|
|
|
2016
|
Bogart Wealth LLC
Mclean,
Virginia
|
$71K
|
+$4.4K
|
2
|
0.04%
|
Increased
|
|
|
2017
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$67K
|
+$3.8K
|
1
|
0.01%
|
Increased
|
|
|
2018
|
CKW Financial Group
Honolulu,
Hawaii
|
$66K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2019
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$66K
|
-$19.3K
|
3
|
0.03%
|
Reduced
|
|
|
2020
|
Thornburg Investment Management
Santa Fe,
New Mexico
|
$64K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2021
|
Private Ocean
San Rafael,
California
|
$63K
|
-$10.3K
|
2
|
0.03%
|
Reduced
|
|
|
2022
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$62K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2023
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$59K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2024
|
|
$58K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2025
|
Malaga Cove Capital
Pv Estates,
California
|
$58K
|
$0
|
1
|
0.03%
|
Maintained
|
|