|
2001
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$148K
|
+$1.01K
|
2
|
0.12%
|
Increased
|
|
|
2002
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$146K
|
+$149K
|
6
|
0.09%
|
New
|
|
|
2003
|
Barnett & Company
Chattanooga,
Tennessee
|
$145K
|
+$60.4K
|
3
|
0.07%
|
Increased
|
|
|
2004
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$145K
|
+$401
|
8
|
0.13%
|
Increased
|
|
|
2005
|
First Financial Corp
Terre Haute,
Indiana
|
$144K
|
-$9.38K
|
2
|
0.09%
|
Reduced
|
|
|
2006
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$144K
|
+$138K
|
2
|
0.1%
|
New
|
|
|
2007
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$143K
|
+$143K
|
2
|
0.13%
|
New
|
|
|
2008
|
Toth Financial Advisory
Leesburg,
Virginia
|
$143K
|
+$824
|
2
|
0.03%
|
Increased
|
|
|
2009
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$135K
|
+$26.4K
|
2
|
0.08%
|
Increased
|
|
|
2010
|
MCF Advisors
Covington,
Kentucky
|
$129K
|
-$12.9K
|
1
|
0.02%
|
Reduced
|
|
|
2011
|
C Partners Holding
Zurich,
Switzerland
|
$125K
|
-$129K
|
1
|
0.04%
|
Reduced
|
|
|
2012
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$125K
|
+$127K
|
1
|
0.01%
|
New
|
|
|
2013
|
Arax Advisory Partners
Denver,
Colorado
|
$124K
|
-$83.3K
|
2
|
0.05%
|
Reduced
|
|
|
2014
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$124K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
2015
|
G&S Capital
Denver,
Colorado
|
$120K
|
-$16.5K
|
2
|
0.08%
|
Reduced
|
|
|
2016
|
Paradigm Asset Management
New York
|
$120K
|
-$169K
|
1
|
0.03%
|
Reduced
|
|
|
2017
|
Acropolis Investment Management
St. Louis,
Missouri
|
$119K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2018
|
Baystate Wealth Management
Boston,
Massachusetts
|
$118K
|
-$7.64K
|
3
|
0.02%
|
Reduced
|
|
|
2019
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$117K
|
-$15K
|
1
|
0.01%
|
Reduced
|
|
|
2020
|
Norway Savings Bank
Portland,
Maine
|
$114K
|
-$18.4K
|
1
|
0.1%
|
Reduced
|
|
|
2021
|
IMA Advisory Services
Denver,
Colorado
|
$111K
|
-$6K
|
1
|
0.04%
|
Reduced
|
|
|
2022
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$111K
|
+$105K
|
4
|
0.01%
|
New
|
|
|
2023
|
Progeny 3 Inc
Kirkland,
Washington
|
$111K
|
+$103K
|
1
|
0.08%
|
New
|
|
|
2024
|
Financial Engines Advisors
Santa Clara,
California
|
$109K
|
-$2.75K
|
2
|
0%
|
Reduced
|
|
|
2025
|
Lloyds Banking Group
London,
United Kingdom
|
$104K
|
-$116K
|
1
|
1.27%
|
Reduced
|
|