|
2001
|
Churchill Management
Los Angeles,
California
|
$262K
|
+$9.54K
|
1
|
0.01%
|
Increased
|
|
|
2002
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$262K
|
+$260K
|
5
|
0.24%
|
New
|
|
|
2003
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$262K
|
+$262K
|
1
|
0.04%
|
New
|
|
|
2004
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$261K
|
-$84.1K
|
1
|
0.05%
|
Reduced
|
|
|
2005
|
Karpus Investment Management
Pittsford,
New York
|
$261K
|
+$5.89K
|
1
|
0.01%
|
Increased
|
|
|
2006
|
Atlas Brown
Louisville,
Kentucky
|
$260K
|
-$25.8K
|
1
|
0.18%
|
Reduced
|
|
|
2007
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$258K
|
-$9.76K
|
4
|
0.23%
|
Reduced
|
|
|
2008
|
LVZ Inc
Holland,
Michigan
|
$258K
|
+$67
|
1
|
0.06%
|
Increased
|
|
|
2009
|
Premia Global Advisors
Coral Gables,
Florida
|
$258K
|
+$261K
|
1
|
0.26%
|
New
|
|
|
2010
|
Bach Option
Wanchai,
Hong Kong
|
$257K
|
+$260K
|
1
|
0.11%
|
New
|
|
|
2011
|
Bray Capital Advisors
Naples,
Florida
|
$257K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2012
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$257K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2013
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$257K
|
-$40K
|
1
|
0.09%
|
Reduced
|
|
|
2014
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$257K
|
+$259K
|
1
|
0.14%
|
New
|
|
|
2015
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$256K
|
-$1.9K
|
1
|
0.09%
|
Reduced
|
|
|
2016
|
Physicians Financial Services
Raleigh,
North Carolina
|
$256K
|
+$6.86K
|
1
|
0.16%
|
Increased
|
|
|
2017
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$255K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2018
|
Occidental Asset Management
Burlingame,
California
|
$252K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2019
|
Gideon Capital Advisors
New York
|
$250K
|
-$551K
|
1
|
0.09%
|
Reduced
|
|
|
2020
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$250K
|
+$22.1K
|
1
|
0.13%
|
Increased
|
|
|
2021
|
Iowa State Bank
Urbandale,
Iowa
|
$249K
|
-$11.4K
|
1
|
0.11%
|
Reduced
|
|
|
2022
|
Maple Capital Management
Montpelier,
Vermont
|
$249K
|
-$313K
|
1
|
0.06%
|
Reduced
|
|
|
2023
|
Baystate Wealth Management
Boston,
Massachusetts
|
$248K
|
+$646
|
4
|
0.03%
|
Increased
|
|
|
2024
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$248K
|
-$28.8K
|
1
|
0.14%
|
Reduced
|
|
|
2025
|
Csenge Advisory Group
Clearwater,
Florida
|
$247K
|
-$198K
|
1
|
0.08%
|
Reduced
|
|