|
2001
|
Income Insurance Ltd
Singapore,
|
$510K
|
+$42.3K
|
1
|
0.3%
|
Increased
|
|
|
2002
|
Anchyra Partners
Atlanta,
Georgia
|
$510K
|
+$19.9K
|
3
|
0.12%
|
Increased
|
|
|
2003
|
|
$509K
|
+$131K
|
1
|
0.01%
|
Increased
|
|
|
2004
|
VVR Holdings
Bellingham,
Washington
|
$506K
|
-$38.6K
|
1
|
0.22%
|
Reduced
|
|
|
2005
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$505K
|
+$4.26K
|
1
|
0.22%
|
Increased
|
|
|
2006
|
Cary Street Partners
Richmond,
Virginia
|
$504K
|
+$53.1K
|
2
|
0.01%
|
Increased
|
|
|
2007
|
Aurora Investment Managers
Naples,
Florida
|
$504K
|
-$2.94M
|
1
|
0.31%
|
Reduced
|
|
|
2008
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$503K
|
-$2.75K
|
1
|
0.43%
|
Reduced
|
|
|
2009
|
Shelton Wealth Management
Fort Worth,
Texas
|
$503K
|
+$1.48K
|
1
|
0.2%
|
Increased
|
|
|
2010
|
Elevated Private Wealth
Brookfield,
Wisconsin
|
$502K
|
+$493K
|
1
|
0.48%
|
New
|
|
|
2011
|
Mission Financial Group
Las Vegas,
Nevada
|
$502K
|
+$467K
|
1
|
0.42%
|
New
|
|
|
2012
|
Foster Group
West Des Moines,
Iowa
|
$498K
|
+$24.9K
|
1
|
0.01%
|
Increased
|
|
|
2013
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$498K
|
+$24.7K
|
1
|
0.16%
|
Increased
|
|
|
2014
|
Dearborn Partners
Chicago,
Illinois
|
$498K
|
+$75.2K
|
1
|
0.03%
|
Increased
|
|
|
2015
|
Sectoral Asset Management
Montreal,
Quebec, Canada
|
$497K
|
-$118K
|
1
|
0.35%
|
Reduced
|
|
|
2016
|
Painted Porch Advisors
Santa Barbara,
California
|
$497K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
2017
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$495K
|
-$7.82K
|
1
|
0.03%
|
Reduced
|
|
|
2018
|
AmeriFlex Group
Las Vegas,
Nevada
|
$494K
|
+$19.6K
|
9
|
0.2%
|
Increased
|
|
|
2019
|
Clarus Group
Houston,
Texas
|
$494K
|
-$53K
|
1
|
0.17%
|
Reduced
|
|
|
2020
|
Register Financial Advisors
Atlanta,
Georgia
|
$491K
|
+$1.14K
|
3
|
0.15%
|
Increased
|
|
|
2021
|
Stonepine Capital Management
Bend,
Oregon
|
$490K
|
-$542K
|
1
|
0.28%
|
Reduced
|
|
|
2022
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$489K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2023
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$489K
|
-$45.6K
|
1
|
0.07%
|
Reduced
|
|
|
2024
|
WPG Advisers
Baltimore,
Maryland
|
$488K
|
+$140K
|
14
|
0.29%
|
Increased
|
|
|
2025
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$488K
|
-$236K
|
1
|
0.1%
|
Reduced
|
|