|
2001
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$246K
|
+$12.9K
|
3
|
0.09%
|
Increased
|
|
|
2002
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$246K
|
-$1.82M
|
1
|
0.19%
|
Reduced
|
|
|
2003
|
Pure Financial Advisors
San Diego,
California
|
$245K
|
-$930
|
1
|
0.09%
|
Reduced
|
|
|
2004
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$245K
|
-$2.51K
|
10
|
0.27%
|
Reduced
|
|
|
2005
|
Jamison Eaton & Wood
Bedminster,
New Jersey
|
$244K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2006
|
Rotella Capital Management
Bellevue,
Washington
|
$244K
|
-$982K
|
2
|
0.26%
|
Reduced
|
|
|
2007
|
Stadion Money Management
Watkinsville,
Georgia
|
$243K
|
+$226K
|
1
|
0.01%
|
New
|
|
|
2008
|
LBA Wealth Management
Jacksonville,
Florida
|
$242K
|
-$4.95K
|
4
|
0.17%
|
Reduced
|
|
|
2009
|
Oxbow Advisors
Austin,
Texas
|
$242K
|
-$1.24M
|
1
|
0.03%
|
Reduced
|
|
|
2010
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$237K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2011
|
Court Place Advisors
Ellicott City,
Maryland
|
$236K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2012
|
Continental Advisors
Park City,
Utah
|
$230K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2013
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$230K
|
+$214K
|
1
|
0.2%
|
New
|
|
|
2014
|
Fiduciary Asset Management
St. Louis,
Missouri
|
$229K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2015
|
|
$229K
|
-$4.23K
|
1
|
0.15%
|
Reduced
|
|
|
2016
|
Evermay Wealth Management
Arlington,
Virginia
|
$228K
|
+$213K
|
1
|
0.2%
|
New
|
|
|
2017
|
Adell Harriman & Carpenter
Houston,
Texas
|
$228K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2018
|
10-15 Associates
Goshen,
New York
|
$227K
|
+$2.23K
|
1
|
0.08%
|
Increased
|
|
|
2019
|
Shufro Rose & Co
New York
|
$227K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2020
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$227K
|
+$254
|
1
|
0.23%
|
Increased
|
|
|
2021
|
Planning Alternatives
Birmingham,
Michigan
|
$224K
|
+$227K
|
1
|
0.06%
|
New
|
|
|
2022
|
|
$223K
|
-$2.7K
|
1
|
0.21%
|
Reduced
|
|
|
2023
|
Alexandria Capital
Arlington,
Virginia
|
$222K
|
-$41.4K
|
4
|
0.1%
|
Reduced
|
|
|
2024
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$222K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2025
|
Dock Street Asset Management
Palm Beach,
Florida
|
$220K
|
-$29.2K
|
1
|
0.13%
|
Reduced
|
|