|
2001
|
Oxbow Advisors
Austin,
Texas
|
$926K
|
-$147K
|
1
|
0.08%
|
Reduced
|
|
|
2002
|
Emergent Wealth Advisors
Williamsville,
New York
|
$926K
|
+$307K
|
1
|
0.55%
|
Increased
|
|
|
2003
|
Aviance Capital Partners
Naples,
Florida
|
$924K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2004
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$923K
|
+$47.9K
|
2
|
0.22%
|
Increased
|
|
|
2005
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$923K
|
-$14.3K
|
1
|
0.39%
|
Reduced
|
|
|
2006
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$923K
|
-$3.09M
|
6
|
0.15%
|
Reduced
|
|
|
2007
|
Legal Advantage Investments
Los Altos Hills,
California
|
$923K
|
+$115K
|
1
|
0.48%
|
Increased
|
|
|
2008
|
Copia Wealth Management
Bend,
Oregon
|
$921K
|
+$725K
|
2
|
0.63%
|
Increased
|
|
|
2009
|
Dorsey Wright & Associates
Pasadena,
California
|
$919K
|
-$3.83M
|
1
|
0.11%
|
Reduced
|
|
|
2010
|
AXQ Capital
Jersey City,
New Jersey
|
$917K
|
+$1.15M
|
3
|
0.12%
|
Increased
|
|
|
2011
|
Planned Solutions
Folsom,
California
|
$917K
|
-$27.1K
|
1
|
0.3%
|
Reduced
|
|
|
2012
|
Oak Ridge Investments
Chicago,
Illinois
|
$916K
|
+$96.4K
|
1
|
0.06%
|
Increased
|
|
|
2013
|
Archvest Wealth Advisors
Concord,
California
|
$916K
|
-$80.9K
|
1
|
0.59%
|
Reduced
|
|
|
2014
|
Carter Financial Group
Barrington,
Illinois
|
$916K
|
-$17K
|
2
|
0.57%
|
Reduced
|
|
|
2015
|
Clark Asset Management
Stratham,
New Hampshire
|
$916K
|
+$57.9K
|
1
|
0.09%
|
Increased
|
|
|
2016
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$916K
|
+$27.1K
|
1
|
0.18%
|
Increased
|
|
|
2017
|
Hutchinson Capital Management
San Rafael,
California
|
$916K
|
-$1.08K
|
1
|
0.17%
|
Reduced
|
|
|
2018
|
TrustBank
Olney,
Illinois
|
$914K
|
+$560K
|
1
|
0.35%
|
Increased
|
|
|
2019
|
Howard Capital Management Group
Los Angeles,
California
|
$913K
|
+$54.1K
|
1
|
0.06%
|
Increased
|
|
|
2020
|
Persium Advisors
Atlanta,
Georgia
|
$912K
|
+$113K
|
1
|
0.72%
|
Increased
|
|
|
2021
|
DF Dent & Co
Baltimore,
Maryland
|
$911K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2022
|
Keynote Financial Services
Vernon,
Connecticut
|
$908K
|
-$7.58K
|
1
|
0.48%
|
Reduced
|
|
|
2023
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$906K
|
-$3.18M
|
1
|
0.41%
|
Reduced
|
|
|
2024
|
Triad Wealth Partners
Lawrence,
Kansas
|
$905K
|
+$71.7K
|
1
|
0.07%
|
Increased
|
|
|
2025
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$903K
|
+$4.33K
|
1
|
0.39%
|
Increased
|
|
