|
2001
|
LRI Investments
Palm Beach Gardens,
Florida
|
$108K
|
-$13.9K
|
1
|
0.01%
|
Reduced
|
|
|
2002
|
MCF Advisors
Covington,
Kentucky
|
$108K
|
-$14.2K
|
3
|
0.01%
|
Reduced
|
|
|
2003
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$108K
|
+$100K
|
1
|
0%
|
New
|
|
|
2004
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$107K
|
-$1.52K
|
3
|
0.04%
|
Reduced
|
|
|
2005
|
Gould Capital
Tacoma,
Washington
|
$105K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
2006
|
FSA Wealth Management
Needham,
Massachusetts
|
$103K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2007
|
S.A. Mason
Holland,
Michigan
|
$103K
|
-$20.5K
|
1
|
0.05%
|
Reduced
|
|
|
2008
|
First Command Advisory Services
Fort Worth,
Texas
|
$102K
|
-$11K
|
1
|
0%
|
Reduced
|
|
|
2009
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$101K
|
-$18K
|
2
|
0.01%
|
Reduced
|
|
|
2010
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$99.5K
|
-$53.8K
|
1
|
0.06%
|
Reduced
|
|
|
2011
|
Atwood & Palmer
Kansas City,
Missouri
|
$99.4K
|
-$17.1M
|
1
|
0.01%
|
Reduced
|
|
|
2012
|
Addison Advisors
Middlebury,
Vermont
|
$99K
|
+$274
|
2
|
0.02%
|
Increased
|
|
|
2013
|
Bank & Trust Company
Litchfield,
Illinois
|
$98K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2014
|
Meeder Asset Management
Dublin,
Ohio
|
$97.3K
|
+$9.23K
|
2
|
0.01%
|
Increased
|
|
|
2015
|
E Fund Management (HK)
Central,
Hong Kong
|
$96.7K
|
+$48.2K
|
2
|
0.09%
|
Increased
|
|
|
2016
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$96.5K
|
+$1.71K
|
2
|
0.05%
|
Increased
|
|
|
2017
|
Perkins Coie Trust Company
Seattle,
Washington
|
$95.1K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2018
|
Bellwether Advisors
Lincoln,
Nebraska
|
$93.3K
|
-$18.6K
|
2
|
0.02%
|
Reduced
|
|
|
2019
|
Banque de Luxembourg
Luxembourg
|
$86.3K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2020
|
Keystone Global Partners
Denver,
Colorado
|
$85.3K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
2021
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$84.8K
|
-$18.7K
|
2
|
0.04%
|
Reduced
|
|
|
2022
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$83.6K
|
+$21.2K
|
3
|
0.01%
|
Increased
|
|
|
2023
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$82.5K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2024
|
Raffa Wealth Management
Washington,
District of Columbia
|
$82.4K
|
+$935
|
2
|
0.02%
|
Increased
|
|
|
2025
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$82.2K
|
$0
|
1
|
0.03%
|
Maintained
|
|