|
2001
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$293K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2002
|
|
$292K
|
-$3.64K
|
1
|
0.13%
|
Reduced
|
|
|
2003
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$292K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2004
|
Parametrica Management
Wanchai,
Hong Kong
|
$291K
|
-$1.93M
|
1
|
0.3%
|
Reduced
|
|
|
2005
|
Texan Capital Management
Houston,
Texas
|
$291K
|
+$1.31K
|
1
|
0.13%
|
Increased
|
|
|
2006
|
E&G Advisors
Houston,
Texas
|
$290K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2007
|
Capstone Investment Advisors (Netherlands)
New York
|
$289K
|
-$52K
|
1
|
0.82%
|
Reduced
|
|
|
2008
|
King Wealth Management Group
Naples,
Florida
|
$288K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2009
|
Zhang Financial
Portage,
Michigan
|
$288K
|
-$24.9K
|
1
|
0.14%
|
Reduced
|
|
|
2010
|
Private Ocean
San Rafael,
California
|
$287K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2011
|
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
|
$286K
|
+$773
|
1
|
0.1%
|
Increased
|
|
|
2012
|
Highwater Wealth Management
Glendale,
Colorado
|
$284K
|
$0
|
1
|
0.85%
|
Maintained
|
|
|
2013
|
Point72 Hong Kong
Hong Kong
|
$284K
|
+$112K
|
2
|
0.37%
|
Increased
|
|
|
2014
|
SSI Investment Management
Los Angeles,
California
|
$283K
|
-$442
|
1
|
0.03%
|
Reduced
|
|
|
2015
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$282K
|
+$90.8K
|
2
|
0.23%
|
Increased
|
|
|
2016
|
D'Orazio & Associates
Falls Church,
Virginia
|
$281K
|
$0
|
3
|
0.11%
|
Maintained
|
|
|
2017
|
Gemmer Asset Management
Walnut Creek,
California
|
$279K
|
+$221
|
13
|
0.12%
|
Increased
|
|
|
2018
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$276K
|
-$1.62M
|
1
|
0.11%
|
Reduced
|
|
|
2019
|
Lloyds Banking Group
London,
United Kingdom
|
$275K
|
-$20.6K
|
2
|
2.48%
|
Reduced
|
|
|
2020
|
Simon Quick Advisors
Morristown,
New Jersey
|
$272K
|
-$143K
|
1
|
0.16%
|
Reduced
|
|
|
2021
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$271K
|
+$270K
|
1
|
0.16%
|
New
|
|
|
2022
|
Lafayette Investments
Ashton,
Maryland
|
$271K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2023
|
Occidental Asset Management
Burlingame,
California
|
$271K
|
+$30.5K
|
1
|
0.18%
|
Increased
|
|
|
2024
|
Bellecapital
Zurich,
Switzerland
|
$270K
|
+$41.9K
|
1
|
0.25%
|
Increased
|
|
|
2025
|
Raffa Wealth Management
Washington,
District of Columbia
|
$269K
|
-$3.82K
|
7
|
0.13%
|
Reduced
|
|