|
2001
|
RNC Capital Management
Los Angeles,
California
|
$320K
|
-$4.45K
|
1
|
0.02%
|
Reduced
|
|
|
2002
|
Anchor Investment Management
Columbia,
South Carolina
|
$320K
|
$0
|
3
|
0.11%
|
Maintained
|
|
|
2003
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$319K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
2004
|
Cambridge Advisors
Omaha,
Nebraska
|
$318K
|
-$88.3K
|
1
|
0.13%
|
Reduced
|
|
|
2005
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$317K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2006
|
S&T Bank
Indiana,
Pennsylvania
|
$316K
|
-$15.8K
|
1
|
0.06%
|
Reduced
|
|
|
2007
|
Arax Advisory Partners
Denver,
Colorado
|
$315K
|
-$650
|
5
|
0.15%
|
Reduced
|
|
|
2008
|
Wealth Architects
Mountain View,
California
|
$313K
|
-$590
|
1
|
0.12%
|
Reduced
|
|
|
2009
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$312K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2010
|
Avity Investment Management
Greenwich,
Connecticut
|
$309K
|
+$24.4K
|
1
|
0.04%
|
Increased
|
|
|
2011
|
GenWealth Group
Maplewood,
New Jersey
|
$308K
|
+$302K
|
1
|
0.21%
|
New
|
|
|
2012
|
King Wealth Management Group
Naples,
Florida
|
$307K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2013
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$306K
|
+$300K
|
1
|
0.05%
|
New
|
|
|
2014
|
Harvest Fund Management
Beijing,
China
|
$305K
|
+$237K
|
2
|
0.04%
|
Increased
|
|
|
2015
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$305K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
2016
|
Edinburgh Partners
Edinburgh,
United Kingdom
|
$304K
|
+$53.8K
|
1
|
0.08%
|
Increased
|
|
|
2017
|
Marietta Wealth Management
Marietta,
Georgia
|
$304K
|
+$302K
|
1
|
0.18%
|
New
|
|
|
2018
|
D'Orazio & Associates
Falls Church,
Virginia
|
$302K
|
+$11.9K
|
3
|
0.12%
|
Increased
|
|
|
2019
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$301K
|
-$14.5K
|
1
|
0.02%
|
Reduced
|
|
|
2020
|
Meridian Wealth Management
Lexington,
Kentucky
|
$299K
|
+$39.5K
|
1
|
0.19%
|
Increased
|
|
|
2021
|
SSI Investment Management
Los Angeles,
California
|
$299K
|
-$3.77K
|
1
|
0.03%
|
Reduced
|
|
|
2022
|
Armbruster Capital Management
Pittsford,
New York
|
$298K
|
+$24.5K
|
2
|
0.16%
|
Increased
|
|
|
2023
|
B. Riley Financial
Los Angeles,
California
|
$297K
|
+$333K
|
1
|
0.08%
|
New
|
|
|
2024
|
Integral Derivatives
New York
|
$297K
|
+$311K
|
1
|
0.01%
|
New
|
|
|
2025
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$296K
|
-$15.7K
|
1
|
0.02%
|
Reduced
|
|