|
2001
|
Covenant Asset Management
Chester,
New Jersey
|
$235K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2002
|
Foresight Wealth Management
Draper,
Utah
|
$234K
|
-$20.2K
|
2
|
0.18%
|
Reduced
|
|
|
2003
|
Solstein Capital
Menlo Park,
California
|
$234K
|
$0
|
1
|
1.5%
|
Maintained
|
|
|
2004
|
Tarbox Family Office
Newport Beach,
California
|
$233K
|
+$16.9K
|
8
|
0.07%
|
Increased
|
|
|
2005
|
Howland Capital Management
Boston,
Massachusetts
|
$232K
|
-$13.3K
|
1
|
0.02%
|
Reduced
|
|
|
2006
|
Meridian Investment Counsel
Lafayette,
California
|
$232K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2007
|
Perigon Wealth Management
San Francisco,
California
|
$231K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2008
|
MGO One Seven
Beachwood,
Ohio
|
$229K
|
-$30.1K
|
1
|
0.07%
|
Reduced
|
|
|
2009
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$229K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2010
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$228K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2011
|
Bangor Savings Bank
Bangor,
Maine
|
$228K
|
+$221K
|
1
|
0.04%
|
New
|
|
|
2012
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$228K
|
+$226K
|
1
|
0.23%
|
New
|
|
|
2013
|
Formidable Asset Management
Cincinnati,
Ohio
|
$227K
|
-$3.27M
|
1
|
0.08%
|
Reduced
|
|
|
2014
|
Elm Advisors
Burlingame,
California
|
$226K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2015
|
Titus Wealth Management
Larskpur,
California
|
$226K
|
+$198K
|
1
|
0.22%
|
New
|
|
|
2016
|
Atwood & Palmer
Kansas City,
Missouri
|
$225K
|
-$9.56K
|
4
|
0.03%
|
Reduced
|
|
|
2017
|
Ballentine Partners
Waltham,
Massachusetts
|
$223K
|
+$220K
|
1
|
0.01%
|
New
|
|
|
2018
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$223K
|
+$218K
|
1
|
0.03%
|
New
|
|
|
2019
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$222K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2020
|
CX Institutional
Auburn,
Indiana
|
$222K
|
-$152K
|
9
|
0.04%
|
Reduced
|
|
|
2021
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$222K
|
-$5.35K
|
1
|
0.04%
|
Reduced
|
|
|
2022
|
First Personal Financial Services
Charlotte,
North Carolina
|
$222K
|
+$4.83K
|
7
|
0.06%
|
Increased
|
|
|
2023
|
Gould Asset Management
Claremont,
California
|
$222K
|
-$6.16K
|
1
|
0.08%
|
Reduced
|
|
|
2024
|
Kore Private Wealth
New York
|
$222K
|
-$193K
|
1
|
0.05%
|
Reduced
|
|
|
2025
|
Northeast Investment Management
Boston,
Massachusetts
|
$222K
|
-$9.75K
|
1
|
0.02%
|
Reduced
|
|