|
2001
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$410K
|
+$8.69K
|
1
|
0.08%
|
Increased
|
|
|
2002
|
Narwhal Capital Management
Marietta,
Georgia
|
$408K
|
-$157K
|
1
|
0.03%
|
Reduced
|
|
|
2003
|
Horizon Family Wealth
Chicago,
Illinois
|
$407K
|
+$579
|
1
|
0.19%
|
Increased
|
|
|
2004
|
Gerald Baker Financial Group
Arlington,
Texas
|
$406K
|
+$2.9K
|
1
|
0.12%
|
Increased
|
|
|
2005
|
West Michigan Advisors
Holland,
Michigan
|
$405K
|
+$56.8K
|
1
|
0.08%
|
Increased
|
|
|
2006
|
Snowwater Investment Partners
Fairfield,
Connecticut
|
$405K
|
-$2.9K
|
1
|
0.28%
|
Reduced
|
|
|
2007
|
Fieldview Capital Management
Niles,
Michigan
|
$405K
|
+$353K
|
1
|
0.12%
|
New
|
|
|
2008
|
Hamilton Capital
Columbus,
Ohio
|
$405K
|
+$57.9K
|
1
|
0.02%
|
Increased
|
|
|
2009
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$405K
|
+$370K
|
1
|
0.01%
|
New
|
|
|
2010
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$403K
|
+$49.2K
|
1
|
0.02%
|
Increased
|
|
|
2011
|
Bannerstone Capital Management
Wayzata,
Minnesota
|
$403K
|
-$343K
|
1
|
0.34%
|
Reduced
|
|
|
2012
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$403K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2013
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$402K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2014
|
Orcam Financial Group
Encinitas,
California
|
$402K
|
+$148K
|
1
|
0.2%
|
Increased
|
|
|
2015
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$400K
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
2016
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$400K
|
-$11.6K
|
1
|
0.18%
|
Reduced
|
|
|
2017
|
Black Diamond Financial
Towson,
Maryland
|
$400K
|
-$12.7K
|
1
|
0.04%
|
Reduced
|
|
|
2018
|
GAM Holding
Zurich,
Switzerland
|
$400K
|
-$1.26M
|
1
|
0.03%
|
Reduced
|
|
|
2019
|
Rice Partnership
Honolulu,
Hawaii
|
$400K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2020
|
Northland Securities
Minneapolis,
Minnesota
|
$400K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2021
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$398K
|
+$40.5K
|
1
|
0.01%
|
Increased
|
|
|
2022
|
Univest Financial
Souderton,
Pennsylvania
|
$398K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2023
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$398K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2024
|
Allred Capital Management
Dallas,
Texas
|
$397K
|
+$3.48K
|
1
|
0.13%
|
Increased
|
|
|
2025
|
Operose Advisors
Milwaukee,
Wisconsin
|
$396K
|
$0
|
1
|
0.08%
|
Maintained
|
|