|
2001
|
Northeast Investment Management
Boston,
Massachusetts
|
$230K
|
-$21.5K
|
1
|
0.02%
|
Reduced
|
|
|
2002
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$229K
|
-$260K
|
1
|
0.01%
|
Reduced
|
|
|
2003
|
Perigon Wealth Management
San Francisco,
California
|
$228K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2004
|
Riverpark Capital Management
New York
|
$228K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2005
|
Altman Advisors
Chicago,
Illinois
|
$227K
|
+$216K
|
1
|
0.21%
|
New
|
|
|
2006
|
Coldstream Capital Management
Bellevue,
Washington
|
$227K
|
-$28.2K
|
1
|
0.02%
|
Reduced
|
|
|
2007
|
LexAurum Advisors
Overland Park,
Kansas
|
$227K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2008
|
Merriman Wealth Management
Seattle,
Washington
|
$226K
|
-$146K
|
1
|
0.04%
|
Reduced
|
|
|
2009
|
Scholtz & Company
Stamford,
Connecticut
|
$226K
|
+$231K
|
1
|
0.15%
|
New
|
|
|
2010
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$225K
|
+$214K
|
1
|
0.18%
|
New
|
|
|
2011
|
Gould Asset Management
Claremont,
California
|
$223K
|
+$209K
|
1
|
0.08%
|
New
|
|
|
2012
|
Peak Asset Management
Louisville,
Colorado
|
$222K
|
+$211K
|
1
|
0.08%
|
New
|
|
|
2013
|
Spearhead Capital Advisors
Wellington,
Florida
|
$222K
|
+$211K
|
1
|
0.07%
|
New
|
|
|
2014
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$221K
|
+$804
|
3
|
0.42%
|
Increased
|
|
|
2015
|
Phocas Financial Corp
Alameda,
California
|
$220K
|
+$2.07K
|
1
|
0.02%
|
Increased
|
|
|
2016
|
Atwood & Palmer
Kansas City,
Missouri
|
$219K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
2017
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$219K
|
+$208K
|
1
|
0.07%
|
New
|
|
|
2018
|
CFO4Life Group
Coppell,
Texas
|
$219K
|
-$455K
|
1
|
0.1%
|
Reduced
|
|
|
2019
|
Meridian Investment Counsel
Lafayette,
California
|
$217K
|
+$206K
|
1
|
0.13%
|
New
|
|
|
2020
|
Trinity Legacy Partners
Houston,
Texas
|
$217K
|
+$206K
|
1
|
0.14%
|
New
|
|
|
2021
|
Aries Wealth Management
Portland,
Maine
|
$215K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2022
|
WealthShield Partners
Cary,
North Carolina
|
$215K
|
+$205K
|
1
|
0.12%
|
New
|
|
|
2023
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$215K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2024
|
Vicus Capital
State College,
Pennsylvania
|
$214K
|
-$1.15M
|
1
|
0.03%
|
Reduced
|
|
|
2025
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$213K
|
+$202K
|
1
|
0.17%
|
New
|
|