|
2001
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$461K
|
-$126K
|
1
|
0.09%
|
Reduced
|
|
|
2002
|
United Asset Strategies
Garden City,
New York
|
$461K
|
-$547
|
1
|
0.05%
|
Reduced
|
|
|
2003
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$460K
|
+$129K
|
1
|
0.09%
|
Increased
|
|
|
2004
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$460K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2005
|
CFM Wealth Partners
Austin,
Texas
|
$460K
|
-$131K
|
1
|
0.09%
|
Reduced
|
|
|
2006
|
Summitry LLC
Foster City,
California
|
$460K
|
+$19.9K
|
1
|
0.02%
|
Increased
|
|
|
2007
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$460K
|
-$2.74K
|
1
|
0.04%
|
Reduced
|
|
|
2008
|
Alta Advisers
London,
United Kingdom
|
$458K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2009
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$458K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2010
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$458K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2011
|
Private Wealth Partners
Mill Valley,
California
|
$458K
|
-$167K
|
1
|
0.04%
|
Reduced
|
|
|
2012
|
Novare Capital Management
Charlotte,
North Carolina
|
$456K
|
+$7.12K
|
1
|
0.04%
|
Increased
|
|
|
2013
|
WealthShield Partners
Cary,
North Carolina
|
$456K
|
+$1.1K
|
1
|
0.07%
|
Increased
|
|
|
2014
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$456K
|
+$547
|
1
|
0.35%
|
Increased
|
|
|
2015
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$455K
|
+$62.8K
|
1
|
0.04%
|
Increased
|
|
|
2016
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$454K
|
-$10.4K
|
1
|
0.1%
|
Reduced
|
|
|
2017
|
Acropolis Investment Management
St. Louis,
Missouri
|
$453K
|
-$29K
|
1
|
0.03%
|
Reduced
|
|
|
2018
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$453K
|
+$9.49K
|
1
|
0.09%
|
Increased
|
|
|
2019
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$452K
|
-$15.9K
|
1
|
0.18%
|
Reduced
|
|
|
2020
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$452K
|
+$1.46K
|
1
|
0.11%
|
Increased
|
|
|
2021
|
West Bancorporation
West Des Moines,
Iowa
|
$452K
|
-$9.12K
|
1
|
0.3%
|
Reduced
|
|
|
2022
|
Five Oceans Advisors
Santa Monica,
California
|
$450K
|
+$547
|
1
|
0.23%
|
Increased
|
|
|
2023
|
Waterfront Wealth
Overland Park,
Kansas
|
$450K
|
-$962K
|
1
|
0.13%
|
Reduced
|
|
|
2024
|
Park Edge Advisors
Cleveland,
Ohio
|
$449K
|
-$18.4K
|
1
|
0.13%
|
Reduced
|
|
|
2025
|
Independent Investors Inc
Nesconset,
New York
|
$449K
|
$0
|
1
|
0.11%
|
Maintained
|
|
