|
2001
|
Weatherly Asset Management
Del Mar,
California
|
$1.25M
|
-$4.03K
|
1
|
0.09%
|
Reduced
|
|
|
2002
|
Bank of Stockton
Stockton,
California
|
$1.25M
|
+$21.2K
|
1
|
0.35%
|
Increased
|
|
|
2003
|
Carter Financial Group
Barrington,
Illinois
|
$1.25M
|
-$18.9K
|
2
|
0.65%
|
Reduced
|
|
|
2004
|
Clark Wealth Partners
O'fallon,
Illinois
|
$1.24M
|
-$42.9K
|
3
|
0.7%
|
Reduced
|
|
|
2005
|
Persium Advisors
Atlanta,
Georgia
|
$1.24M
|
+$165K
|
1
|
0.81%
|
Increased
|
|
|
2006
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.24M
|
$0
|
2
|
0.23%
|
Maintained
|
|
|
2007
|
West Family Investments
Carlsbad,
California
|
$1.24M
|
+$191K
|
1
|
0.36%
|
Increased
|
|
|
2008
|
Promethium Advisors
Bethesda,
Maryland
|
$1.24M
|
-$7.56K
|
1
|
0.59%
|
Reduced
|
|
|
2009
|
Lyell Wealth Management
Menlo Park,
California
|
$1.24M
|
+$399K
|
1
|
0.08%
|
Increased
|
|
|
2010
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.24M
|
+$13.4K
|
1
|
0.1%
|
Increased
|
|
|
2011
|
Yukon Wealth Management
Overland Park,
Kansas
|
$1.24M
|
+$1.18M
|
3
|
0.35%
|
New
|
|
|
2012
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.24M
|
+$270K
|
3
|
0.34%
|
Increased
|
|
|
2013
|
Matrix Private Capital Group
New York
|
$1.24M
|
$0
|
1
|
0.54%
|
Maintained
|
|
|
2014
|
Liberty Wealth Management
Oakland,
California
|
$1.23M
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2015
|
Citizens Business Bank
Ontario,
California
|
$1.23M
|
+$369K
|
1
|
0.19%
|
Increased
|
|
|
2016
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$1.23M
|
-$8.57K
|
1
|
0.59%
|
Reduced
|
|
|
2017
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.23M
|
+$1.26K
|
1
|
0.28%
|
Increased
|
|
|
2018
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$1.23M
|
+$101K
|
1
|
0.47%
|
Increased
|
|
|
2019
|
Capricorn Fund Managers
London,
United Kingdom
|
$1.23M
|
+$965K
|
1
|
0.1%
|
New
|
|
|
2020
|
|
$1.23M
|
-$277K
|
1
|
0.59%
|
Reduced
|
|
|
2021
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.22M
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2022
|
Lavaca Capital
Houston,
Texas
|
$1.22M
|
+$86.2K
|
1
|
0.12%
|
Increased
|
|
|
2023
|
Thoma Capital Management
Towson,
Maryland
|
$1.22M
|
-$40.1K
|
1
|
0.65%
|
Reduced
|
|
|
2024
|
|
$1.22M
|
-$93.2K
|
1
|
0.37%
|
Reduced
|
|
|
2025
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$1.22M
|
+$9.57K
|
1
|
0.14%
|
Increased
|
|