|
2001
|
Guidance Capital
Lousville,
Kentucky
|
$5.61M
|
-$276K
|
4
|
1.2%
|
Reduced
|
|
|
2002
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$5.6M
|
+$3.46M
|
6
|
1.52%
|
Increased
|
|
|
2003
|
Gryphon Financial Partners
Columbus,
Ohio
|
$5.57M
|
+$374K
|
5
|
0.49%
|
Increased
|
|
|
2004
|
Peregrine Asset Advisers
Portland,
Oregon
|
$5.57M
|
-$2.72M
|
2
|
1.21%
|
Reduced
|
|
|
2005
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$5.57M
|
+$58.4K
|
4
|
1.35%
|
Increased
|
|
|
2006
|
Joel Isaacson & Co
New York
|
$5.56M
|
+$182K
|
8
|
0.16%
|
Increased
|
|
|
2007
|
Grandfield & Dodd
New York
|
$5.56M
|
-$430K
|
1
|
0.29%
|
Reduced
|
|
|
2008
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$5.54M
|
+$221K
|
3
|
0.31%
|
Increased
|
|
|
2009
|
O'Domhnaill Enterprises
Cody,
Wyoming
|
$5.54M
|
+$89.1K
|
2
|
4.43%
|
Increased
|
|
|
2010
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.53M
|
-$2.46M
|
5
|
0.28%
|
Reduced
|
|
|
2011
|
Advisor OS
Chicago,
Illinois
|
$5.53M
|
-$485K
|
7
|
0.37%
|
Reduced
|
|
|
2012
|
Cambria Investment Management
Manhattan Beach,
California
|
$5.53M
|
+$51.5K
|
6
|
0.27%
|
Increased
|
|
|
2013
|
NBT Bank
Norwich,
New York
|
$5.52M
|
-$410K
|
10
|
0.37%
|
Reduced
|
|
|
2014
|
Sterling Investment Counsel
Buffalo,
New York
|
$5.52M
|
+$61.1K
|
5
|
1.3%
|
Increased
|
|
|
2015
|
Rockline Wealth Management
Plainview,
New York
|
$5.51M
|
-$121K
|
3
|
1.06%
|
Reduced
|
|
|
2016
|
NWF Advisory Services
Los Angeles,
California
|
$5.49M
|
-$881K
|
3
|
0.52%
|
Reduced
|
|
|
2017
|
Third View Private Wealth
Westport,
Connecticut
|
$5.48M
|
+$155K
|
4
|
0.67%
|
Increased
|
|
|
2018
|
White Pine Capital
Bloomington,
Minnesota
|
$5.48M
|
+$104K
|
4
|
1.29%
|
Increased
|
|
|
2019
|
Sand Hill Global Advisors
Palo Alto,
California
|
$5.47M
|
-$37.8K
|
2
|
0.16%
|
Reduced
|
|
|
2020
|
Bank of Hawaii
Honolulu,
Hawaii
|
$5.47M
|
-$988K
|
4
|
0.27%
|
Reduced
|
|
|
2021
|
Azzad Asset Management
Falls Church,
Virginia
|
$5.47M
|
+$2.95M
|
3
|
0.48%
|
Increased
|
|
|
2022
|
Verus Capital Partners
Scottsdale,
Arizona
|
$5.46M
|
+$623K
|
8
|
0.3%
|
Increased
|
|
|
2023
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$5.45M
|
-$39.2K
|
4
|
0.8%
|
Reduced
|
|
|
2024
|
Grange Capital
Beaverton,
Oregon
|
$5.45M
|
+$6.08M
|
3
|
5.03%
|
New
|
|
|
2025
|
Stiles Financial Services
Edina,
Minnesota
|
$5.45M
|
+$332K
|
3
|
1.37%
|
Increased
|
|