|
2001
|
Wallace Advisory Group
Lafayette,
California
|
$545K
|
$0
|
1
|
0.4%
|
Maintained
|
|
|
2002
|
Bigelow Investment Advisors
Portland,
Maine
|
$545K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2003
|
D. Scott Neal
Lexington,
Kentucky
|
$545K
|
-$588
|
1
|
0.29%
|
Reduced
|
|
|
2004
|
Coastline Trust
Providence,
Rhode Island
|
$545K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2005
|
Nemes Rush Group
Novi,
Michigan
|
$545K
|
+$588
|
2
|
0.08%
|
Increased
|
|
|
2006
|
Magnolia Capital Management
Cold Spring,
New York
|
$543K
|
$0
|
1
|
0.43%
|
Maintained
|
|
|
2007
|
Sinecera Capital
Austin,
Texas
|
$542K
|
+$2.16K
|
1
|
0.65%
|
Increased
|
|
|
2008
|
Sonata Capital Group
Seattle,
Washington
|
$541K
|
-$74.5K
|
1
|
0.23%
|
Reduced
|
|
|
2009
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$540K
|
-$18.6K
|
1
|
0.11%
|
Reduced
|
|
|
2010
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$539K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
2011
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$537K
|
+$456K
|
1
|
0.23%
|
Increased
|
|
|
2012
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$537K
|
+$178K
|
1
|
0.13%
|
Increased
|
|
|
2013
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$537K
|
+$261K
|
1
|
0.1%
|
Increased
|
|
|
2014
|
RMR Wealth Builders
Montclair,
New Jersey
|
$536K
|
+$19.8K
|
1
|
0.06%
|
Increased
|
|
|
2015
|
Fagan Associates
Troy,
New York
|
$536K
|
+$16K
|
2
|
0.09%
|
Increased
|
|
|
2016
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$536K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2017
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$536K
|
+$37.3K
|
1
|
0.05%
|
Increased
|
|
|
2018
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$535K
|
+$235K
|
1
|
0.09%
|
Increased
|
|
|
2019
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$535K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2020
|
OneFund LLC
Saint Petersburg,
Florida
|
$535K
|
+$4.71K
|
1
|
0.54%
|
Increased
|
|
|
2021
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$534K
|
+$237K
|
1
|
0.28%
|
Increased
|
|
|
2022
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$532K
|
+$3.65K
|
2
|
0.38%
|
Increased
|
|
|
2023
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$531K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2024
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$531K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2025
|
Quintet Private Bank (Europe)
Luxembourg
|
$530K
|
+$35.9K
|
1
|
0.03%
|
Increased
|
|
