|
2001
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$407K
|
+$521
|
1
|
0.14%
|
Increased
|
|
|
2002
|
Independent Investors Inc
Nesconset,
New York
|
$406K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2003
|
Michael S. Ryan Inc
Latham,
New York
|
$406K
|
-$160K
|
1
|
0.31%
|
Reduced
|
|
|
2004
|
Talbot Financial
Bellevue,
Washington
|
$405K
|
-$490K
|
1
|
0.05%
|
Reduced
|
|
|
2005
|
Jasper Ridge Partners
Menlo Park,
California
|
$405K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2006
|
RBA Wealth Management
Newport Beach,
California
|
$404K
|
-$111K
|
1
|
0.16%
|
Reduced
|
|
|
2007
|
Aviance Capital Partners
Naples,
Florida
|
$404K
|
+$2.78K
|
1
|
0.06%
|
Increased
|
|
|
2008
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$404K
|
-$3.74M
|
1
|
0.03%
|
Reduced
|
|
|
2009
|
WFA of San Diego
San Diego,
California
|
$403K
|
+$405K
|
1
|
0.36%
|
New
|
|
|
2010
|
Bridgewater Associates
Westport,
Connecticut
|
$403K
|
+$405K
|
1
|
0%
|
New
|
|
|
2011
|
Bank of Hawaii
Honolulu,
Hawaii
|
$403K
|
-$92.4K
|
1
|
0.02%
|
Reduced
|
|
|
2012
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$403K
|
-$8.34K
|
1
|
0.06%
|
Reduced
|
|
|
2013
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$402K
|
+$134K
|
1
|
0.06%
|
Increased
|
|
|
2014
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$402K
|
-$22.4K
|
1
|
0.06%
|
Reduced
|
|
|
2015
|
RMR Wealth Builders
Montclair,
New Jersey
|
$402K
|
-$207K
|
1
|
0.05%
|
Reduced
|
|
|
2016
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$402K
|
-$16.5K
|
1
|
0.36%
|
Reduced
|
|
|
2017
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$400K
|
+$166K
|
1
|
0.22%
|
Increased
|
|
|
2018
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$400K
|
-$2.26K
|
1
|
0.08%
|
Reduced
|
|
|
2019
|
Court Place Advisors
Ellicott City,
Maryland
|
$399K
|
+$156K
|
1
|
0.13%
|
Increased
|
|
|
2020
|
Waterfront Wealth
Overland Park,
Kansas
|
$399K
|
-$69.7K
|
1
|
0.11%
|
Reduced
|
|
|
2021
|
Lodestar Private Asset Management
Alamo,
California
|
$398K
|
+$24K
|
1
|
0.05%
|
Increased
|
|
|
2022
|
Prossimo Advisors
San Luis Obispo,
California
|
$397K
|
+$399K
|
1
|
0.36%
|
New
|
|
|
2023
|
3Chopt Investment Partners
Richmond,
Virginia
|
$395K
|
+$397K
|
1
|
0.12%
|
New
|
|
|
2024
|
CM Wealth Advisors
Beachwood,
Ohio
|
$395K
|
+$397K
|
1
|
0.19%
|
New
|
|
|
2025
|
Five Oceans Advisors
Santa Monica,
California
|
$395K
|
-$12.3K
|
1
|
0.21%
|
Reduced
|
|
