|
2001
|
Old North State Trust
Greensboro,
North Carolina
|
$156K
|
+$11.3K
|
3
|
0.14%
|
Increased
|
|
|
2002
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$155K
|
-$27.6K
|
3
|
0.07%
|
Reduced
|
|
|
2003
|
S.A. Mason
Holland,
Michigan
|
$155K
|
+$6.93K
|
2
|
0.1%
|
Increased
|
|
|
2004
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$151K
|
-$8.77K
|
3
|
0.03%
|
Reduced
|
|
|
2005
|
Versant Capital Management
Phoenix,
Arizona
|
$151K
|
+$12.9K
|
10
|
0.05%
|
Increased
|
|
|
2006
|
Strategic Wealth Management
Kirkland,
Washington
|
$148K
|
-$130K
|
1
|
0.08%
|
Reduced
|
|
|
2007
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$146K
|
-$47.2K
|
6
|
0.04%
|
Reduced
|
|
|
2008
|
Sterling Financial Planning
Sparta,
New Jersey
|
$142K
|
-$31.1K
|
2
|
0.09%
|
Reduced
|
|
|
2009
|
Wolff Wiese Magana
Carslbad,
California
|
$142K
|
+$14.3K
|
9
|
0.1%
|
Increased
|
|
|
2010
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$139K
|
+$213K
|
1
|
0.05%
|
New
|
|
|
2011
|
Bienville Capital Management
New York
|
$136K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2012
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$136K
|
+$128K
|
5
|
0.01%
|
Increased
|
|
|
2013
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$136K
|
+$77.8K
|
11
|
0.03%
|
Increased
|
|
|
2014
|
Delta Asset Management
Memphis,
Tennessee
|
$134K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
2015
|
First Financial Corp
Terre Haute,
Indiana
|
$134K
|
-$5K
|
3
|
0.09%
|
Reduced
|
|
|
2016
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$134K
|
-$3.09K
|
5
|
0.04%
|
Reduced
|
|
|
2017
|
Tarbox Family Office
Newport Beach,
California
|
$133K
|
+$4.13K
|
16
|
0.02%
|
Increased
|
|
|
2018
|
Warberg Asset Management
Winnetka,
Illinois
|
$133K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2019
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$132K
|
-$909K
|
3
|
0.05%
|
Reduced
|
|
|
2020
|
Tradition Wealth Management
Edina,
Minnesota
|
$131K
|
+$23.1K
|
6
|
0.02%
|
Increased
|
|
|
2021
|
McCarthy Asset Management
Redwood Shores,
California
|
$128K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2022
|
Investors Research Corp
Atlanta,
Georgia
|
$127K
|
$0
|
5
|
0.04%
|
Maintained
|
|
|
2023
|
Must Asset Management
Seoul,
South Korea
|
$127K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2024
|
Level Four Financial
Dallas,
Texas
|
$123K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2025
|
Longfellow Investment Management
Boston,
Massachusetts
|
$122K
|
$0
|
2
|
0.02%
|
Maintained
|
|