|
2001
|
Tradewinds Capital Management
Bellingham,
Washington
|
$228K
|
+$1.56K
|
2
|
0.04%
|
Increased
|
|
|
2002
|
Allegiant Private Advisors
Sarasota,
Florida
|
$227K
|
+$208K
|
1
|
0.04%
|
New
|
|
|
2003
|
Brown Advisory Securities
Baltimore,
Maryland
|
$227K
|
+$47.9K
|
1
|
0.04%
|
Increased
|
|
|
2004
|
Summit Wealth Group
White River Junction,
Vermont
|
$225K
|
+$92.4K
|
3
|
0.33%
|
Increased
|
|
|
2005
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$225K
|
+$227K
|
1
|
0.04%
|
New
|
|
|
2006
|
AXS Investments
Port Chester,
New York
|
$224K
|
+$205K
|
1
|
0.07%
|
New
|
|
|
2007
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$224K
|
-$78K
|
4
|
0.12%
|
Reduced
|
|
|
2008
|
Shapiro Capital Management
Atlanta,
Georgia
|
$224K
|
+$202K
|
1
|
0%
|
New
|
|
|
2009
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$223K
|
+$29.2K
|
3
|
0.17%
|
Increased
|
|
|
2010
|
Edge Wealth Management
New York
|
$222K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
2011
|
Sargent Investment Group
Bethesda,
Maryland
|
$222K
|
+$203K
|
1
|
0.05%
|
New
|
|
|
2012
|
CNB Bank
Clearfield,
Pennsylvania
|
$221K
|
-$7.08K
|
2
|
0.14%
|
Reduced
|
|
|
2013
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$221K
|
+$203K
|
1
|
0.17%
|
New
|
|
|
2014
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$221K
|
+$202K
|
1
|
0.12%
|
New
|
|
|
2015
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$220K
|
$0
|
4
|
0.17%
|
Maintained
|
|
|
2016
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$220K
|
-$906K
|
1
|
0.02%
|
Reduced
|
|
|
2017
|
TriaGen Wealth Management
Calabasas,
California
|
$220K
|
-$27.4K
|
1
|
0.11%
|
Reduced
|
|
|
2018
|
Trinity Legacy Partners
Houston,
Texas
|
$220K
|
+$227K
|
1
|
0.08%
|
New
|
|
|
2019
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$219K
|
+$200K
|
1
|
0.2%
|
New
|
|
|
2020
|
Barrett Asset Management
New York
|
$219K
|
-$5.57K
|
1
|
0.01%
|
Reduced
|
|
|
2021
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$219K
|
-$65.6K
|
1
|
0.06%
|
Reduced
|
|
|
2022
|
Hendley & Co
Zanesville,
Ohio
|
$219K
|
+$200K
|
1
|
0.07%
|
New
|
|
|
2023
|
Janiczek Wealth Management
Denver,
Colorado
|
$219K
|
+$9.14K
|
5
|
0.08%
|
Increased
|
|
|
2024
|
Wealthquest
Cincinnati,
Ohio
|
$219K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2025
|
Hollencrest Capital Management
Newport Beach,
California
|
$218K
|
+$200K
|
1
|
0.02%
|
New
|
|