|
2001
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$154K
|
+$2.36K
|
6
|
0.04%
|
Increased
|
|
|
2002
|
Barnett & Company
Chattanooga,
Tennessee
|
$153K
|
+$12.4K
|
1
|
0.08%
|
Increased
|
|
|
2003
|
CKW Financial Group
Honolulu,
Hawaii
|
$152K
|
+$64.8K
|
2
|
0.03%
|
Increased
|
|
|
2004
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$152K
|
+$673
|
2
|
0.04%
|
Increased
|
|
|
2005
|
Whalerock Point Partners
Providence,
Rhode Island
|
$151K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2006
|
Clearstead Advisors
Cleveland,
Ohio
|
$150K
|
-$39.4K
|
6
|
0.01%
|
Reduced
|
|
|
2007
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$148K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2008
|
Truvestments Capital
Sarasota,
Florida
|
$147K
|
+$9.79K
|
3
|
0.08%
|
Increased
|
|
|
2009
|
Cannell & Spears
New York
|
$146K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2010
|
Disciplined Growth Investors
Minneapolis,
Minnesota
|
$146K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2011
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$146K
|
-$15.5K
|
3
|
0.03%
|
Reduced
|
|
|
2012
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$144K
|
+$13.6K
|
3
|
0.13%
|
Increased
|
|
|
2013
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$143K
|
-$21.1K
|
4
|
0.08%
|
Reduced
|
|
|
2014
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$143K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2015
|
RBA Wealth Management
Newport Beach,
California
|
$143K
|
-$934K
|
2
|
0.12%
|
Reduced
|
|
|
2016
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$142K
|
-$336K
|
1
|
0.02%
|
Reduced
|
|
|
2017
|
Palouse Capital Management
Spokane,
Washington
|
$142K
|
-$13
|
1
|
0.06%
|
Reduced
|
|
|
2018
|
Keeler Thomas Management
Orem,
Utah
|
$140K
|
-$544K
|
1
|
0.07%
|
Reduced
|
|
|
2019
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$140K
|
+$135K
|
3
|
0.11%
|
New
|
|
|
2020
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$139K
|
+$591
|
1
|
0.16%
|
Increased
|
|
|
2021
|
Asset Dedication LLC
San Francisco,
California
|
$138K
|
-$22K
|
5
|
0.03%
|
Reduced
|
|
|
2022
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$138K
|
+$13.2K
|
1
|
0.03%
|
Increased
|
|
|
2023
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$138K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2024
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$137K
|
+$130K
|
1
|
0.09%
|
New
|
|
|
2025
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$136K
|
$0
|
1
|
0.11%
|
Maintained
|
|