|
2001
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$149K
|
+$156K
|
1
|
0.03%
|
New
|
|
|
2002
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$149K
|
-$59.3K
|
1
|
0.06%
|
Reduced
|
|
|
2003
|
Magellan Asset Management
Sydney,
Australia
|
$146K
|
+$32K
|
1
|
0%
|
Increased
|
|
|
2004
|
Front Row Advisors
Tiburon,
California
|
$144K
|
-$3.12K
|
1
|
0.05%
|
Reduced
|
|
|
2005
|
Stephens Consulting
Flint,
Michigan
|
$142K
|
+$6.24K
|
1
|
0.04%
|
Increased
|
|
|
2006
|
Islay Capital Management
Lubbock,
Texas
|
$142K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2007
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$142K
|
-$34.7K
|
2
|
0.03%
|
Reduced
|
|
|
2008
|
CGC Financial Services
Lake Oswego,
Oregon
|
$139K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2009
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$135K
|
-$5.85K
|
1
|
0.01%
|
Reduced
|
|
|
2010
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$134K
|
+$5.46K
|
2
|
0.03%
|
Increased
|
|
|
2011
|
Pingora Partners
Wilson,
Wyoming
|
$131K
|
-$29.3K
|
1
|
0.09%
|
Reduced
|
|
|
2012
|
Meeder Asset Management
Dublin,
Ohio
|
$131K
|
-$169K
|
2
|
0.01%
|
Reduced
|
|
|
2013
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$127K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2014
|
Arrow Financial
Glens Falls,
New York
|
$127K
|
-$2.34K
|
1
|
0.01%
|
Reduced
|
|
|
2015
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$126K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2016
|
Accordant Advisory Group
Annapolis,
Maryland
|
$126K
|
-$17.6K
|
1
|
0.12%
|
Reduced
|
|
|
2017
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$124K
|
+$390
|
1
|
0.06%
|
Increased
|
|
|
2018
|
Cetera Trust Company
St. Paul,
Minnesota
|
$122K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2019
|
Meridiem Investment Management
London,
United Kingdom
|
$121K
|
-$234K
|
1
|
0%
|
Reduced
|
|
|
2020
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$120K
|
+$114K
|
2
|
0.09%
|
New
|
|
|
2021
|
Chesapeake Asset Management
New York
|
$118K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2022
|
Jamison Private Wealth Management
Milton,
Georgia
|
$117K
|
+$1.95K
|
1
|
0.02%
|
Increased
|
|
|
2023
|
TCTC Holdings
Dallas,
Texas
|
$116K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2024
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$115K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2025
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$114K
|
+$1.12K
|
2
|
0.02%
|
Increased
|
|