|
2001
|
Versant Capital Management
Phoenix,
Arizona
|
$152K
|
-$8.56K
|
11
|
0.05%
|
Reduced
|
|
|
2002
|
First Personal Financial Services
Charlotte,
North Carolina
|
$151K
|
-$6.05K
|
4
|
0.04%
|
Reduced
|
|
|
2003
|
|
$150K
|
+$285
|
1
|
0.07%
|
Increased
|
|
|
2004
|
Level Financial Advisors
East Amherst,
New York
|
$148K
|
-$52.1K
|
1
|
0.09%
|
Reduced
|
|
|
2005
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$148K
|
-$63.6K
|
8
|
0.04%
|
Reduced
|
|
|
2006
|
Harbor Capital Advisors
Chicago,
Illinois
|
$147K
|
+$139K
|
1
|
0.04%
|
New
|
|
|
2007
|
Connacht Asset Management
New York
|
$146K
|
-$698K
|
1
|
0.06%
|
Reduced
|
|
|
2008
|
Horizon Bancorp
Michigan City,
Indiana
|
$146K
|
-$64.8K
|
3
|
0.09%
|
Reduced
|
|
|
2009
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$146K
|
+$653
|
3
|
0.03%
|
Increased
|
|
|
2010
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$145K
|
+$241
|
2
|
0.12%
|
Increased
|
|
|
2011
|
S.A. Mason
Holland,
Michigan
|
$145K
|
+$9.34K
|
2
|
0.11%
|
Increased
|
|
|
2012
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$145K
|
-$17.7K
|
6
|
0.04%
|
Reduced
|
|
|
2013
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$144K
|
-$64.4K
|
9
|
0.03%
|
Reduced
|
|
|
2014
|
Grove Bank & Trust
Miami,
Florida
|
$143K
|
+$34.2K
|
6
|
0.03%
|
Increased
|
|
|
2015
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$142K
|
-$5.11M
|
2
|
0.01%
|
Reduced
|
|
|
2016
|
Tiedemann Advisors
New York
|
$141K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2017
|
SJS Investment Consulting
Sylvania,
Ohio
|
$139K
|
-$1.42K
|
9
|
0.04%
|
Reduced
|
|
|
2018
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$138K
|
+$11.2K
|
9
|
0.01%
|
Increased
|
|
|
2019
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$137K
|
-$8.2K
|
5
|
0.04%
|
Reduced
|
|
|
2020
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$136K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2021
|
Old North State Trust
Greensboro,
North Carolina
|
$133K
|
-$887
|
3
|
0.09%
|
Reduced
|
|
|
2022
|
Delta Investment Management
San Francisco,
California
|
$132K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2023
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$131K
|
$0
|
4
|
0.04%
|
Maintained
|
|
|
2024
|
SP Asset Management
Cupertino,
California
|
$131K
|
-$69.9K
|
1
|
0.02%
|
Reduced
|
|
|
2025
|
Aspire Private Capital
Cornelius,
North Carolina
|
$130K
|
-$99
|
4
|
0.04%
|
Reduced
|
|