|
2001
|
Stableford Capital II
Scottsdale,
Arizona
|
$320K
|
-$2.39M
|
1
|
0.26%
|
Reduced
|
|
|
2002
|
Westfield Capital Management
Boston,
Massachusetts
|
$318K
|
-$258K
|
1
|
0%
|
Reduced
|
|
|
2003
|
MV Capital Management
Bethesda,
Maryland
|
$317K
|
-$2.08K
|
1
|
0.09%
|
Reduced
|
|
|
2004
|
West Paces Advisors
Atlanta,
Georgia
|
$315K
|
-$26.4K
|
5
|
0.25%
|
Reduced
|
|
|
2005
|
Phocas Financial Corp
Alameda,
California
|
$311K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2006
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$310K
|
-$20.8K
|
1
|
0.11%
|
Reduced
|
|
|
2007
|
Everett Harris & Co
Los Angeles,
California
|
$306K
|
-$235K
|
2
|
0.01%
|
Reduced
|
|
|
2008
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$304K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2009
|
Hartline Investment Corp
Winnetka,
Illinois
|
$304K
|
+$7.17K
|
1
|
0.1%
|
Increased
|
|
|
2010
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$303K
|
-$61.7K
|
8
|
0.17%
|
Reduced
|
|
|
2011
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$303K
|
+$91.4K
|
1
|
0.19%
|
Increased
|
|
|
2012
|
Thomasville National Bank
Thomasville,
Georgia
|
$302K
|
-$83.6K
|
1
|
0.06%
|
Reduced
|
|
|
2013
|
Check Capital Management
Costa Mesa,
California
|
$301K
|
-$18.4K
|
1
|
0.02%
|
Reduced
|
|
|
2014
|
CPWM LLC
Seattle,
Washington
|
$301K
|
-$237K
|
1
|
0.07%
|
Reduced
|
|
|
2015
|
Maryland Capital Management
Towson,
Maryland
|
$301K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2016
|
TCI Wealth Advisors
Tucson,
Arizona
|
$301K
|
-$81.6K
|
14
|
0.15%
|
Reduced
|
|
|
2017
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$298K
|
+$313K
|
1
|
0.28%
|
New
|
|
|
2018
|
Savant Capital
Rockford,
Illinois
|
$295K
|
-$104K
|
1
|
0.07%
|
Reduced
|
|
|
2019
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$294K
|
+$70.1K
|
1
|
0.24%
|
Increased
|
|
|
2020
|
Sanders Morris Harris
Houston,
Texas
|
$294K
|
+$57.3K
|
1
|
0.12%
|
Increased
|
|
|
2021
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$289K
|
-$53.7K
|
1
|
0%
|
Reduced
|
|
|
2022
|
Investment House LLC
Redondo Beach,
California
|
$289K
|
-$582K
|
1
|
0.04%
|
Reduced
|
|
|
2023
|
Cadinha & Co
Honolulu,
Hawaii
|
$288K
|
+$9.39K
|
1
|
0.05%
|
Increased
|
|
|
2024
|
Sequoia Financial Advisors
Akron,
Ohio
|
$288K
|
-$3.73K
|
2
|
0.04%
|
Reduced
|
|
|
2025
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$287K
|
+$313K
|
1
|
0.05%
|
New
|
|