|
2001
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$243K
|
-$6.15K
|
1
|
0.16%
|
Reduced
|
|
|
2002
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$242K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2003
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$242K
|
+$51K
|
1
|
0.07%
|
Increased
|
|
|
2004
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$242K
|
+$1.37K
|
1
|
0.18%
|
Increased
|
|
|
2005
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$241K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2006
|
Knuff & Co
Foster City,
California
|
$240K
|
+$206K
|
1
|
0.09%
|
Increased
|
|
|
2007
|
V Wealth Advisors
Overland Park,
Kansas
|
$240K
|
-$28.6K
|
1
|
0.04%
|
Reduced
|
|
|
2008
|
Founders Capital Management (Texas)
Houston,
Texas
|
$239K
|
-$32.8K
|
1
|
0.16%
|
Reduced
|
|
|
2009
|
Axiom Financial Strategies
New Albany,
Indiana
|
$238K
|
+$1.23K
|
1
|
0.11%
|
Increased
|
|
|
2010
|
Evanson Asset Management
Carmel,
California
|
$238K
|
+$547
|
1
|
0.02%
|
Increased
|
|
|
2011
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$237K
|
-$410
|
1
|
0.02%
|
Reduced
|
|
|
2012
|
Security National Bank
Omaha,
Nebraska
|
$237K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2013
|
Eagle Bay Advisors
New York
|
$236K
|
+$229K
|
1
|
0.19%
|
New
|
|
|
2014
|
Legacy Bridge
West Des Moines,
Iowa
|
$236K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2015
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$236K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2016
|
Round Rock Advisors
Wilton,
Connecticut
|
$236K
|
-$25.8K
|
1
|
0.17%
|
Reduced
|
|
|
2017
|
Archer Investment Corporation
Carmel,
Indiana
|
$236K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2018
|
Trust Company
Manhattan,
Kansas
|
$235K
|
-$151K
|
1
|
0.16%
|
Reduced
|
|
|
2019
|
Williams Financial
North Bennington,
Vermont
|
$235K
|
+$4.24K
|
1
|
0.19%
|
Increased
|
|
|
2020
|
Tradewinds Capital Management
Bellingham,
Washington
|
$234K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2021
|
Keebeck Wealth Management
Chicago,
Illinois
|
$233K
|
+$10.7K
|
1
|
0.03%
|
Increased
|
|
|
2022
|
Mirador Capital Partners
Pleasanton,
California
|
$233K
|
-$5.61K
|
1
|
0.05%
|
Reduced
|
|
|
2023
|
Wade Financial Advisory
Campbell,
California
|
$233K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2024
|
Requisite Capital Management
Dallas,
Texas
|
$232K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2025
|
Farmers Trust Company
Youngstown,
Ohio
|
$231K
|
-$20.6K
|
1
|
0.05%
|
Reduced
|
|