|
2001
|
|
$659K
|
+$668K
|
1
|
0.1%
|
New
|
|
|
2002
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$658K
|
+$79K
|
2
|
0.14%
|
Increased
|
|
|
2003
|
Navis Wealth Advisors
Rye Brook,
New York
|
$658K
|
+$8.24K
|
1
|
0.72%
|
Increased
|
|
|
2004
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$657K
|
+$31.8K
|
1
|
0.2%
|
Increased
|
|
|
2005
|
McDaniel Terry & Co
Austin,
Texas
|
$657K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2006
|
Davidson Trust Company
Seattle,
Washington
|
$656K
|
-$80K
|
1
|
0.34%
|
Reduced
|
|
|
2007
|
Evoke Wealth
Los Angeles,
California
|
$656K
|
+$7.8K
|
1
|
0.02%
|
Increased
|
|
|
2008
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$655K
|
-$33.2K
|
1
|
0.32%
|
Reduced
|
|
|
2009
|
Emergent Wealth Advisors
Williamsville,
New York
|
$654K
|
+$17.6K
|
1
|
0.47%
|
Increased
|
|
|
2010
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$653K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2011
|
E&G Advisors
Houston,
Texas
|
$653K
|
-$22.3K
|
1
|
0.18%
|
Reduced
|
|
|
2012
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$653K
|
-$122K
|
1
|
0.14%
|
Reduced
|
|
|
2013
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$652K
|
+$2K
|
1
|
0.39%
|
Increased
|
|
|
2014
|
Opal Wealth Advisors
Jericho,
New York
|
$651K
|
+$71K
|
1
|
0.2%
|
Increased
|
|
|
2015
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$651K
|
+$660K
|
1
|
0.49%
|
New
|
|
|
2016
|
Round Hill Asset Management
Pasadena,
California
|
$649K
|
-$568K
|
1
|
0.46%
|
Reduced
|
|
|
2017
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$649K
|
+$1.11K
|
1
|
0.54%
|
Increased
|
|
|
2018
|
Tortoise Investment Management
White Plains,
New York
|
$649K
|
+$22K
|
2
|
0.07%
|
Increased
|
|
|
2019
|
Intrua Financial
Houston,
Texas
|
$649K
|
-$82K
|
1
|
0.1%
|
Reduced
|
|
|
2020
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$648K
|
+$75.1K
|
1
|
0.05%
|
Increased
|
|
|
2021
|
First Foundation Advisors
Irvine,
California
|
$647K
|
+$16.7K
|
1
|
0.02%
|
Increased
|
|
|
2022
|
Professional Advisory Services
Vero Beach,
Florida
|
$645K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2023
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$644K
|
-$6.46K
|
1
|
0.06%
|
Reduced
|
|
|
2024
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$643K
|
+$651K
|
1
|
0.37%
|
New
|
|
|
2025
|
Astoria Portfolio Advisors
New York
|
$640K
|
-$16.7K
|
1
|
0.23%
|
Reduced
|
|