|
2001
|
|
$344K
|
-$1.71M
|
1
|
0.49%
|
Reduced
|
|
|
2002
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$342K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
2003
|
Bison Wealth
Atlanta,
Georgia
|
$341K
|
-$2.11K
|
1
|
0.27%
|
Reduced
|
|
|
2004
|
McRae Capital Management
Morristown,
New Jersey
|
$341K
|
+$34.4K
|
1
|
0.15%
|
Increased
|
|
|
2005
|
EFG Asset Management (Americas)
Miami,
Florida
|
$340K
|
+$300K
|
1
|
0.13%
|
New
|
|
|
2006
|
Verity Asset Management
Durham,
North Carolina
|
$339K
|
-$308K
|
1
|
0.26%
|
Reduced
|
|
|
2007
|
Intersect Capital
San Ramon,
California
|
$338K
|
+$52.7K
|
1
|
0.19%
|
Increased
|
|
|
2008
|
Rational Advisors
Huntington,
New York
|
$338K
|
+$314K
|
2
|
0.18%
|
New
|
|
|
2009
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$337K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2010
|
Wealth Architects
Mountain View,
California
|
$333K
|
-$248
|
1
|
0.12%
|
Reduced
|
|
|
2011
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$332K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2012
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$331K
|
-$10.3K
|
1
|
0.07%
|
Reduced
|
|
|
2013
|
Cedar Capital
Barrington,
Illinois
|
$329K
|
+$15.9K
|
1
|
0.16%
|
Increased
|
|
|
2014
|
GenWealth Group
Maplewood,
New Jersey
|
$327K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2015
|
King Wealth Management Group
Naples,
Florida
|
$326K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2016
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$325K
|
+$70.8K
|
1
|
0.27%
|
Increased
|
|
|
2017
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$323K
|
-$50K
|
1
|
0.09%
|
Reduced
|
|
|
2018
|
SSI Investment Management
Los Angeles,
California
|
$319K
|
-$1.86K
|
1
|
0.03%
|
Reduced
|
|
|
2019
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$318K
|
+$86.1K
|
1
|
0.15%
|
Increased
|
|
|
2020
|
Cambridge Advisors
Omaha,
Nebraska
|
$317K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2021
|
Wexford Capital
West Palm Beach,
Florida
|
$317K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2022
|
Occidental Asset Management
Burlingame,
California
|
$315K
|
+$8.32K
|
1
|
0.17%
|
Increased
|
|
|
2023
|
Sensato Investors
San Francisco,
California
|
$313K
|
-$717K
|
1
|
0.06%
|
Reduced
|
|
|
2024
|
D'Orazio & Associates
Falls Church,
Virginia
|
$312K
|
-$12.1K
|
3
|
0.12%
|
Reduced
|
|
|
2025
|
Hays Advisory
Franklin,
Tennessee
|
$311K
|
+$22.2K
|
1
|
0.09%
|
Increased
|
|