|
2001
|
SYM Financial Corp
Winona Lake,
Indiana
|
$214K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2002
|
Equitable Holdings
New York
|
$212K
|
-$303K
|
1
|
0%
|
Reduced
|
|
|
2003
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$212K
|
+$206K
|
1
|
0.01%
|
New
|
|
|
2004
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$212K
|
-$654
|
2
|
0.07%
|
Reduced
|
|
|
2005
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$212K
|
-$723K
|
1
|
0.03%
|
Reduced
|
|
|
2006
|
Aries Wealth Management
Portland,
Maine
|
$211K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2007
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$211K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2008
|
|
$211K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2009
|
Washington Trust Bank
Spokane,
Washington
|
$211K
|
+$224K
|
1
|
0.02%
|
New
|
|
|
2010
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$209K
|
+$212K
|
1
|
0.18%
|
New
|
|
|
2011
|
First Personal Financial Services
Charlotte,
North Carolina
|
$208K
|
$0
|
3
|
0.05%
|
Maintained
|
|
|
2012
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$207K
|
+$204K
|
1
|
0.01%
|
New
|
|
|
2013
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$207K
|
+$196K
|
1
|
0.08%
|
New
|
|
|
2014
|
V Wealth Advisors
Overland Park,
Kansas
|
$207K
|
-$7.17K
|
1
|
0.03%
|
Reduced
|
|
|
2015
|
HNP Capital
Rochester,
New York
|
$206K
|
-$33.6K
|
1
|
0.05%
|
Reduced
|
|
|
2016
|
Oder Investment Management
Woodland Hills,
California
|
$206K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
2017
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$205K
|
+$185K
|
1
|
0.06%
|
New
|
|
|
2018
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$204K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2019
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$203K
|
+$193K
|
1
|
0.02%
|
New
|
|
|
2020
|
Blue Fin Capital
Warren,
Rhode Island
|
$203K
|
-$5.84K
|
1
|
0.06%
|
Reduced
|
|
|
2021
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$203K
|
+$198K
|
1
|
0.04%
|
New
|
|
|
2022
|
Knuff & Co
Foster City,
California
|
$203K
|
+$216K
|
1
|
0.06%
|
New
|
|
|
2023
|
Clear Creek Financial Management
Silverdale,
Washington
|
$202K
|
+$7.38K
|
1
|
0.03%
|
Increased
|
|
|
2024
|
Delphia (USA)
Toronto,
Ontario, Canada
|
$202K
|
+$207K
|
1
|
0.21%
|
New
|
|
|
2025
|
Moseley Investment Management
Bradenton,
Florida
|
$202K
|
-$13.2K
|
1
|
0.09%
|
Reduced
|
|