|
2001
|
First Command Bank
Fort Worth,
Texas
|
$204K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2002
|
First Command Financial Services
Fort Worth,
Texas
|
$204K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2003
|
Transatlantique Private Wealth
New York
|
$202K
|
+$188K
|
1
|
0.12%
|
New
|
|
|
2004
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$202K
|
-$245K
|
1
|
0.02%
|
Reduced
|
|
|
2005
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$202K
|
-$15.9K
|
1
|
0.03%
|
Reduced
|
|
|
2006
|
FirstPurpose Wealth
Orem,
Utah
|
$202K
|
+$207K
|
1
|
0.11%
|
New
|
|
|
2007
|
GraniteShares Advisors
New York
|
$202K
|
-$33.1K
|
1
|
0.17%
|
Reduced
|
|
|
2008
|
Rice Partnership
Honolulu,
Hawaii
|
$201K
|
-$49.3K
|
1
|
0.06%
|
Reduced
|
|
|
2009
|
Titleist Capital
San Antonio,
Texas
|
$201K
|
-$32.8K
|
1
|
0.05%
|
Reduced
|
|
|
2010
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$200K
|
+$206K
|
1
|
0.01%
|
New
|
|
|
2011
|
Clearstead Trust
Portland,
Maine
|
$200K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2012
|
Insigneo Advisory Services
Miami,
Florida
|
$200K
|
+$186K
|
1
|
0.08%
|
New
|
|
|
2013
|
Klingman & Associates
New York
|
$197K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2014
|
Larson Financial Group
St Louis,
Missouri
|
$195K
|
+$31.5K
|
5
|
0.02%
|
Increased
|
|
|
2015
|
GHP Investment Advisors
Denver,
Colorado
|
$195K
|
+$1.05K
|
4
|
0.01%
|
Increased
|
|
|
2016
|
Ionic Capital Management
New York
|
$194K
|
+$479K
|
1
|
0.05%
|
New
|
|
|
2017
|
Laurion Capital Management
New York
|
$192K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$191K
|
+$180K
|
6
|
0.09%
|
New
|
|
|
2019
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$189K
|
+$219K
|
1
|
0.17%
|
New
|
|
|
2020
|
Seaport Global Advisors
Boston,
Massachusetts
|
$188K
|
+$31.2K
|
1
|
0.65%
|
Increased
|
|
|
2021
|
Arax Advisory Partners
Denver,
Colorado
|
$188K
|
-$5.61K
|
9
|
0.03%
|
Reduced
|
|
|
2022
|
Riverview Trust Company
Vancouver,
Washington
|
$187K
|
+$63.6K
|
7
|
0.18%
|
Increased
|
|
|
2023
|
Field & Main Bank
Henderson,
Kentucky
|
$187K
|
-$56.9K
|
2
|
0.12%
|
Reduced
|
|
|
2024
|
Key Financial Inc
West Chester,
Pennsylvania
|
$185K
|
$0
|
11
|
0.09%
|
Maintained
|
|
|
2025
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$184K
|
$0
|
1
|
0.06%
|
Maintained
|
|