|
2001
|
Armbruster Capital Management
Pittsford,
New York
|
$239K
|
-$508
|
2
|
0.14%
|
Reduced
|
|
|
2002
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$239K
|
+$223K
|
1
|
0.09%
|
New
|
|
|
2003
|
SFMG Wealth Advisors
Plano,
Texas
|
$239K
|
+$1.02K
|
1
|
0.05%
|
Increased
|
|
|
2004
|
Raffa Wealth Management
Washington,
District of Columbia
|
$237K
|
-$24
|
9
|
0.12%
|
Reduced
|
|
|
2005
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$232K
|
+$225K
|
1
|
0.15%
|
New
|
|
|
2006
|
Intersect Capital
San Ramon,
California
|
$232K
|
-$1.22K
|
1
|
0.17%
|
Reduced
|
|
|
2007
|
Lau Associates
Greenville,
Delaware
|
$232K
|
-$1.22K
|
1
|
0.23%
|
Reduced
|
|
|
2008
|
Loeb Partners Corp
New York
|
$232K
|
+$225K
|
1
|
0.08%
|
New
|
|
|
2009
|
Northeast Financial Consultants
Westport,
Connecticut
|
$232K
|
-$1.22K
|
1
|
0.1%
|
Reduced
|
|
|
2010
|
Greystone Investment Management
Cincinnati,
Ohio
|
$231K
|
+$18K
|
1
|
0.12%
|
Increased
|
|
|
2011
|
Meridian Wealth Management
Lexington,
Kentucky
|
$230K
|
+$209K
|
1
|
0.18%
|
New
|
|
|
2012
|
Dillon & Associates
Jackson,
Michigan
|
$227K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2013
|
Edinburgh Partners
Edinburgh,
United Kingdom
|
$227K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2014
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$226K
|
+$1.4K
|
1
|
0.08%
|
Increased
|
|
|
2015
|
Evanson Asset Management
Carmel,
California
|
$226K
|
+$218K
|
1
|
0.06%
|
New
|
|
|
2016
|
Goodman Financial
Houston,
Texas
|
$226K
|
-$1.12K
|
1
|
0.13%
|
Reduced
|
|
|
2017
|
Meridian Management
Little Rock,
Arkansas
|
$226K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2018
|
American National Bank & Trust
Wichita Falls,
Texas
|
$224K
|
+$41.7K
|
1
|
0.07%
|
Increased
|
|
|
2019
|
J.W. Burns & Co
Dewitt,
New York
|
$224K
|
+$209K
|
1
|
0.07%
|
New
|
|
|
2020
|
Occidental Asset Management
Burlingame,
California
|
$224K
|
+$216K
|
1
|
0.16%
|
New
|
|
|
2021
|
RGT Wealth Advisors
Dallas,
Texas
|
$224K
|
+$218K
|
1
|
0.13%
|
New
|
|
|
2022
|
Zhang Financial
Portage,
Michigan
|
$223K
|
+$208K
|
1
|
0.12%
|
New
|
|
|
2023
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$222K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2024
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$222K
|
+$7.59K
|
1
|
0.11%
|
Increased
|
|
|
2025
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$222K
|
+$214K
|
1
|
0.02%
|
New
|
|