|
2001
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$183K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2002
|
First Command Advisory Services
Fort Worth,
Texas
|
$181K
|
+$205K
|
2
|
0%
|
New
|
|
|
2003
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$179K
|
-$682
|
4
|
0.01%
|
Reduced
|
|
|
2004
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$178K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2005
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$175K
|
+$2.82K
|
4
|
0.06%
|
Increased
|
|
|
2006
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$175K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2007
|
Horizon Bancorp
Michigan City,
Indiana
|
$174K
|
+$105K
|
3
|
0.11%
|
Increased
|
|
|
2008
|
McIlrath & Eck
Arlington,
Washington
|
$172K
|
-$11.8K
|
7
|
0.03%
|
Reduced
|
|
|
2009
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$171K
|
+$37.7K
|
9
|
0.04%
|
Increased
|
|
|
2010
|
Klingman & Associates
New York
|
$169K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2011
|
Clean Yield Group
Norwich,
Vermont
|
$168K
|
-$13K
|
2
|
0.07%
|
Reduced
|
|
|
2012
|
Laurion Capital Management
New York
|
$168K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2013
|
Acropolis Investment Management
St. Louis,
Missouri
|
$167K
|
-$940
|
1
|
0.01%
|
Reduced
|
|
|
2014
|
Bellecapital
Zurich,
Switzerland
|
$167K
|
+$154K
|
1
|
0.04%
|
New
|
|
|
2015
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$167K
|
+$997
|
6
|
0.12%
|
Increased
|
|
|
2016
|
Webster Bank
Waterbury,
Connecticut
|
$166K
|
-$3.29K
|
4
|
0.02%
|
Reduced
|
|
|
2017
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$165K
|
$0
|
5
|
0.04%
|
Maintained
|
|
|
2018
|
Delta Investment Management
San Francisco,
California
|
$160K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2019
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$160K
|
-$3K
|
5
|
0.06%
|
Reduced
|
|
|
2020
|
First Financial Corp
Terre Haute,
Indiana
|
$160K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
2021
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$158K
|
-$10.7K
|
8
|
0.01%
|
Reduced
|
|
|
2022
|
Operose Advisors
Milwaukee,
Wisconsin
|
$156K
|
+$153K
|
4
|
0.06%
|
Increased
|
|
|
2023
|
Global Financial Private Client
Sarasota,
Florida
|
$155K
|
$0
|
4
|
0.08%
|
Maintained
|
|
|
2024
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$151K
|
-$8.06K
|
8
|
0.04%
|
Reduced
|
|
|
2025
|
Jackson Square Partners
Larkspur,
California
|
$151K
|
-$82.7K
|
1
|
0.01%
|
Reduced
|
|