|
2001
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$739K
|
+$1.22K
|
1
|
0.43%
|
Increased
|
|
|
2002
|
Curat Global
Springfield,
New Hampshire
|
$739K
|
+$727K
|
1
|
0.9%
|
New
|
|
|
2003
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$739K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2004
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$738K
|
-$489
|
1
|
0.05%
|
Reduced
|
|
|
2005
|
Quintet Private Bank (Europe)
Luxembourg
|
$738K
|
+$177K
|
1
|
0.04%
|
Increased
|
|
|
2006
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$734K
|
+$245
|
1
|
0.63%
|
Increased
|
|
|
2007
|
Nemes Rush Group
Novi,
Michigan
|
$733K
|
-$9.43K
|
3
|
0.09%
|
Reduced
|
|
|
2008
|
Facet Wealth Inc
Baltimore,
Maryland
|
$732K
|
+$15.7K
|
1
|
0.02%
|
Increased
|
|
|
2009
|
Beacon Financial Group
Dallas,
Texas
|
$731K
|
-$30.3K
|
1
|
0.08%
|
Reduced
|
|
|
2010
|
D'Orazio & Associates
Falls Church,
Virginia
|
$730K
|
+$18.3K
|
1
|
0.11%
|
Increased
|
|
|
2011
|
Professional Advisory Services
Vero Beach,
Florida
|
$729K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2012
|
Sand Hill Global Advisors
Palo Alto,
California
|
$728K
|
-$68.5K
|
1
|
0.03%
|
Reduced
|
|
|
2013
|
EARNEST Partners
Atlanta,
Georgia
|
$727K
|
-$28.6K
|
1
|
0%
|
Reduced
|
|
|
2014
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$727K
|
+$91.5K
|
1
|
0.08%
|
Increased
|
|
|
2015
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$727K
|
$0
|
1
|
0.41%
|
Maintained
|
|
|
2016
|
Howard Capital Management Group
Los Angeles,
California
|
$725K
|
+$7.34K
|
1
|
0.06%
|
Increased
|
|
|
2017
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$724K
|
-$51.4K
|
1
|
0.44%
|
Reduced
|
|
|
2018
|
L.K. Benson & Company
Baltimore,
Maryland
|
$721K
|
$0
|
1
|
0.5%
|
Maintained
|
|
|
2019
|
OneAscent Family Office
Birmingham,
Alabama
|
$720K
|
+$279K
|
1
|
0.67%
|
Increased
|
|
|
2020
|
Tortoise Investment Management
White Plains,
New York
|
$720K
|
-$2.94K
|
2
|
0.07%
|
Reduced
|
|
|
2021
|
Syon Capital
San Francisco,
California
|
$720K
|
+$222K
|
1
|
0.06%
|
Increased
|
|
|
2022
|
Citizens Business Bank
Ontario,
California
|
$719K
|
+$443K
|
1
|
0.16%
|
Increased
|
|
|
2023
|
Novare Capital Management
Charlotte,
North Carolina
|
$719K
|
+$2.2K
|
1
|
0.06%
|
Increased
|
|
|
2024
|
Wealthstream Advisors
New York
|
$718K
|
+$15.7K
|
1
|
0.13%
|
Increased
|
|
|
2025
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$717K
|
-$1.22K
|
1
|
0.3%
|
Reduced
|
|
