|
2001
|
Salomon & Ludwin
Richmond,
Virginia
|
$277K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2002
|
Sonoma Private Wealth
Sonoma,
California
|
$277K
|
-$72.4K
|
1
|
0.55%
|
Reduced
|
|
|
2003
|
AllSquare Wealth Management
Albany,
New York
|
$277K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2004
|
Provence Wealth Management Group
Irvine,
California
|
$276K
|
+$84.6K
|
1
|
0.18%
|
Increased
|
|
|
2005
|
United Community Bank
Greenville,
South Carolina
|
$276K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2006
|
Coastline Trust
Providence,
Rhode Island
|
$276K
|
-$13.4K
|
1
|
0.04%
|
Reduced
|
|
|
2007
|
Great Diamond Partners
Portland,
Maine
|
$276K
|
+$32.8K
|
1
|
0.08%
|
Increased
|
|
|
2008
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$276K
|
+$803
|
1
|
0.08%
|
Increased
|
|
|
2009
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$275K
|
-$6.69K
|
1
|
0.29%
|
Reduced
|
|
|
2010
|
Key Financial Inc
West Chester,
Pennsylvania
|
$274K
|
+$8.83K
|
1
|
0.1%
|
Increased
|
|
|
2011
|
Blue Barn Wealth
Orem,
Utah
|
$274K
|
-$96.7K
|
1
|
0.17%
|
Reduced
|
|
|
2012
|
Nilsine Partners
Greenwood Village,
Colorado
|
$274K
|
+$279K
|
1
|
0.04%
|
New
|
|
|
2013
|
Saratoga Research & Investment Management
Saratoga,
California
|
$274K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2014
|
Investment Advisory Group
Hanover,
Massachusetts
|
$273K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2015
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$273K
|
+$10K
|
1
|
0.02%
|
Increased
|
|
|
2016
|
Flaharty Asset Management
Clearwater,
Florida
|
$273K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2017
|
Marietta Wealth Management
Marietta,
Georgia
|
$272K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2018
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$271K
|
+$6.69K
|
1
|
0.03%
|
Increased
|
|
|
2019
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$271K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2020
|
RS Crum Inc
Newport Beach,
California
|
$270K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2021
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$270K
|
+$276K
|
1
|
0.24%
|
New
|
|
|
2022
|
Vista Capital Partners
Portland,
Oregon
|
$270K
|
+$669
|
1
|
0.04%
|
Increased
|
|
|
2023
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$270K
|
+$47.8K
|
1
|
0.06%
|
Increased
|
|
|
2024
|
Chelsea Counsel Company
Los Angeles,
California
|
$269K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2025
|
Southland Equity Partners
Wildwood,
Missouri
|
$269K
|
+$3.75K
|
1
|
0.11%
|
Increased
|
|
