|
2001
|
Asset One Wealth Management
Bellevue,
Washington
|
$219K
|
-$17.8K
|
1
|
0.02%
|
Reduced
|
|
|
2002
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$219K
|
+$208K
|
1
|
0%
|
New
|
|
|
2003
|
Richard C. Young & Co
Newport,
Rhode Island
|
$218K
|
+$200K
|
1
|
0.02%
|
New
|
|
|
2004
|
Greenspring Advisors
Towson,
Maryland
|
$217K
|
+$206K
|
1
|
0.01%
|
New
|
|
|
2005
|
Elser Financial Planning
Indianapolis,
Indiana
|
$217K
|
+$206K
|
1
|
0.01%
|
New
|
|
|
2006
|
FWL Investment Management
Dallas,
Texas
|
$217K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2007
|
Sagewood Asset Management
New York
|
$217K
|
+$206K
|
1
|
0.05%
|
New
|
|
|
2008
|
Trust Company of the South
Greensboro,
North Carolina
|
$217K
|
+$206K
|
1
|
0.03%
|
New
|
|
|
2009
|
McGowan Group Asset Management
Dallas,
Texas
|
$216K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2010
|
Rakuten Securities
Tokyo,
Japan
|
$216K
|
-$28.8K
|
4
|
0.05%
|
Reduced
|
|
|
2011
|
MONECO Advisors
Fairfield,
Connecticut
|
$216K
|
+$205K
|
1
|
0.01%
|
New
|
|
|
2012
|
Guardian Financial Partners
Orange,
California
|
$216K
|
+$205K
|
1
|
0.08%
|
New
|
|
|
2013
|
Palogic Value Management
Dallas,
Texas
|
$216K
|
+$205K
|
1
|
0.07%
|
New
|
|
|
2014
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$216K
|
+$205K
|
1
|
0.03%
|
New
|
|
|
2015
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$216K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2016
|
Perennial Investment Advisors
Los Angeles,
California
|
$216K
|
+$205K
|
1
|
0.01%
|
New
|
|
|
2017
|
Power Wealth Management
Alpharetta,
Georgia
|
$215K
|
+$204K
|
1
|
0.07%
|
New
|
|
|
2018
|
Tevis Investment Management
Plano,
Texas
|
$215K
|
+$204K
|
1
|
0.12%
|
New
|
|
|
2019
|
Tred Avon Family Wealth
Easton,
Maryland
|
$214K
|
+$203K
|
1
|
0.07%
|
New
|
|
|
2020
|
True Wealth Design
Akron,
Ohio
|
$213K
|
-$292
|
5
|
0.05%
|
Reduced
|
|
|
2021
|
Sargent Investment Group
Bethesda,
Maryland
|
$213K
|
+$195K
|
1
|
0.03%
|
New
|
|
|
2022
|
Crusonia Wealth Advisors
Denver,
Colorado
|
$212K
|
+$201K
|
1
|
0.03%
|
New
|
|
|
2023
|
Columbia Advisory Partners
Spokane,
Washington
|
$210K
|
-$17.1K
|
1
|
0.12%
|
Reduced
|
|
|
2024
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$210K
|
+$81.3K
|
2
|
0%
|
Increased
|
|
|
2025
|
KCM Investment Advisors
Greenbrae,
California
|
$210K
|
+$199K
|
1
|
0.01%
|
New
|
|