|
2001
|
Barber Financial Group
Lenexa,
Kansas
|
$293K
|
+$13.1K
|
1
|
0.08%
|
Increased
|
|
|
2002
|
Flaharty Asset Management
Clearwater,
Florida
|
$293K
|
+$287K
|
1
|
0.05%
|
New
|
|
|
2003
|
Rock Creek Group
Washington,
District of Columbia
|
$293K
|
-$127K
|
1
|
0.04%
|
Reduced
|
|
|
2004
|
VisionPoint Advisory Group
Dallas,
Texas
|
$293K
|
-$7.59K
|
1
|
0.12%
|
Reduced
|
|
|
2005
|
Marietta Wealth Management
Marietta,
Georgia
|
$292K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2006
|
Nadler Financial Group
Deerfield,
Illinois
|
$292K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2007
|
Centric Wealth Management
Chicago,
Illinois
|
$292K
|
+$41.9K
|
1
|
0.15%
|
Increased
|
|
|
2008
|
Cambridge Advisors
Omaha,
Nebraska
|
$292K
|
-$49K
|
1
|
0.08%
|
Reduced
|
|
|
2009
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$291K
|
-$489K
|
1
|
0.06%
|
Reduced
|
|
|
2010
|
RS Crum Inc
Newport Beach,
California
|
$291K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2011
|
Chelsea Counsel Company
Los Angeles,
California
|
$290K
|
-$364K
|
1
|
0.14%
|
Reduced
|
|
|
2012
|
Vista Capital Partners
Portland,
Oregon
|
$289K
|
-$9.38K
|
1
|
0.05%
|
Reduced
|
|
|
2013
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$289K
|
+$552
|
1
|
0.13%
|
Increased
|
|
|
2014
|
Journey Advisory Group
Covington,
Kentucky
|
$288K
|
-$20.8K
|
1
|
0.07%
|
Reduced
|
|
|
2015
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$288K
|
+$690
|
1
|
0.04%
|
Increased
|
|
|
2016
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$288K
|
-$90.2K
|
1
|
0.11%
|
Reduced
|
|
|
2017
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$287K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2018
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$287K
|
-$10.8K
|
1
|
0.04%
|
Reduced
|
|
|
2019
|
Woodstock Corp
Boston,
Massachusetts
|
$287K
|
-$70.3K
|
1
|
0.04%
|
Reduced
|
|
|
2020
|
Five Oceans Advisors
Santa Monica,
California
|
$286K
|
-$7.86K
|
1
|
0.2%
|
Reduced
|
|
|
2021
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$286K
|
+$1.38K
|
1
|
0.33%
|
Increased
|
|
|
2022
|
Southland Equity Partners
Wildwood,
Missouri
|
$285K
|
+$8K
|
1
|
0.11%
|
Increased
|
|
|
2023
|
McGowan Group Asset Management
Dallas,
Texas
|
$285K
|
-$39K
|
1
|
0.05%
|
Reduced
|
|
|
2024
|
BOS Asset Management
Springfield,
Illinois
|
$284K
|
+$279K
|
1
|
0.25%
|
New
|
|
|
2025
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$284K
|
+$966
|
1
|
0.03%
|
Increased
|
|