|
2001
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$941K
|
-$12.1K
|
1
|
0.45%
|
Reduced
|
|
|
2002
|
|
$941K
|
-$51.5K
|
1
|
0.16%
|
Reduced
|
|
|
2003
|
Strategy Asset Managers
Pasadena,
California
|
$940K
|
+$86.8K
|
1
|
0.18%
|
Increased
|
|
|
2004
|
First United Bank & Trust
Oakland,
Maryland
|
$933K
|
-$14.2K
|
3
|
0.33%
|
Reduced
|
|
|
2005
|
China Universal Asset Management Company
Shanghai,
China
|
$933K
|
-$509K
|
1
|
0.09%
|
Reduced
|
|
|
2006
|
Allred Capital Management
Dallas,
Texas
|
$931K
|
+$3.09K
|
1
|
0.35%
|
Increased
|
|
|
2007
|
Belvedere Trading
Chicago,
Illinois
|
$930K
|
+$745K
|
2
|
0%
|
New
|
|
|
2008
|
Insight 2811 Inc
Chicago,
Illinois
|
$929K
|
-$13.7K
|
1
|
0.44%
|
Reduced
|
|
|
2009
|
Capital Markets Trading (UK)
London,
United Kingdom
|
$928K
|
+$563K
|
1
|
0.02%
|
Increased
|
|
|
2010
|
MV Capital Management
Bethesda,
Maryland
|
$926K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2011
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$925K
|
-$1.8K
|
1
|
0.33%
|
Reduced
|
|
|
2012
|
Bouchey Financial Group
Troy,
New York
|
$922K
|
+$1.03K
|
1
|
0.08%
|
Increased
|
|
|
2013
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$922K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2014
|
Valpey Financial Services
Concord,
New Hampshire
|
$920K
|
+$804K
|
1
|
0.64%
|
New
|
|
|
2015
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$916K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2016
|
Umpqua Bank
Lake Oswego,
Oregon
|
$915K
|
+$119K
|
1
|
0.28%
|
Increased
|
|
|
2017
|
Persium Advisors
Atlanta,
Georgia
|
$914K
|
-$15.2K
|
1
|
0.76%
|
Reduced
|
|
|
2018
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$913K
|
+$534K
|
2
|
0.5%
|
Increased
|
|
|
2019
|
Childress Capital Advisors
Houston,
Texas
|
$912K
|
+$164K
|
1
|
0.23%
|
Increased
|
|
|
2020
|
Hartline Investment Corp
Winnetka,
Illinois
|
$911K
|
-$378K
|
1
|
0.1%
|
Reduced
|
|
|
2021
|
SRN Advisors
Huntingdon Valley,
Pennsylvania
|
$911K
|
-$871K
|
1
|
0.83%
|
Reduced
|
|
|
2022
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$910K
|
$0
|
1
|
0.34%
|
Maintained
|
|
|
2023
|
Maple Capital Management
Montpelier,
Vermont
|
$909K
|
-$2.58K
|
1
|
0.06%
|
Reduced
|
|
|
2024
|
|
$906K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
2025
|
LexAurum Advisors
Overland Park,
Kansas
|
$905K
|
-$411K
|
1
|
0.14%
|
Reduced
|
|