|
2001
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$793K
|
-$367K
|
1
|
0.2%
|
Reduced
|
|
|
2002
|
Means Investment Company
Bangor,
Maine
|
$792K
|
+$210K
|
1
|
0.06%
|
Increased
|
|
|
2003
|
Expressive Wealth
Chicago,
Illinois
|
$791K
|
-$3.06K
|
1
|
0.75%
|
Reduced
|
|
|
2004
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$788K
|
-$66.3K
|
1
|
0.38%
|
Reduced
|
|
|
2005
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$786K
|
-$185K
|
1
|
0.06%
|
Reduced
|
|
|
2006
|
Allen Capital Group
Grand Island,
Nebraska
|
$784K
|
+$12.2K
|
1
|
0.06%
|
Increased
|
|
|
2007
|
Madison Wealth Partners
Madison,
Wisconsin
|
$783K
|
+$153K
|
1
|
0.1%
|
Increased
|
|
|
2008
|
Gould Asset Management
Claremont,
California
|
$783K
|
+$41.8K
|
2
|
0.12%
|
Increased
|
|
|
2009
|
Capital Performance Advisors
Walnut Creek,
California
|
$781K
|
-$841K
|
1
|
0.05%
|
Reduced
|
|
|
2010
|
Denali Advisors
San Diego,
California
|
$781K
|
+$679K
|
1
|
0.08%
|
New
|
|
|
2011
|
Range Financial Group
Tigard,
Oregon
|
$778K
|
+$676K
|
1
|
0.21%
|
New
|
|
|
2012
|
Tactive Advisors
Jacksonville,
Florida
|
$778K
|
-$799K
|
1
|
0.19%
|
Reduced
|
|
|
2013
|
Collaborative Fund Advisors
Reno,
Nevada
|
$777K
|
-$386K
|
1
|
0.45%
|
Reduced
|
|
|
2014
|
Bank of Marin
Novato,
California
|
$777K
|
-$107K
|
1
|
0.54%
|
Reduced
|
|
|
2015
|
Cozad Asset Management
Champaign,
Illinois
|
$772K
|
-$37.8K
|
1
|
0.05%
|
Reduced
|
|
|
2016
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$772K
|
+$20.4K
|
1
|
0.13%
|
Increased
|
|
|
2017
|
Snider Financial Group
Bellevue,
Washington
|
$768K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
2018
|
Nadler Financial Group
Deerfield,
Illinois
|
$768K
|
-$1.02K
|
1
|
0.07%
|
Reduced
|
|
|
2019
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$764K
|
+$190K
|
1
|
0.2%
|
Increased
|
|
|
2020
|
Oakworth Capital
Birmingham,
Alabama
|
$763K
|
+$11.2K
|
1
|
0.04%
|
Increased
|
|
|
2021
|
Lodestar Private Asset Management
Alamo,
California
|
$760K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2022
|
Widmann Financial Services
Bowie,
Maryland
|
$759K
|
$0
|
1
|
0.41%
|
Maintained
|
|
|
2023
|
Signal Advisors Wealth
Detroit,
Michigan
|
$757K
|
+$250K
|
1
|
0.04%
|
Increased
|
|
|
2024
|
denkapparat Operations
Berlin,
Germany
|
$757K
|
+$657K
|
1
|
0.25%
|
New
|
|
|
2025
|
Central Valley Advisors
Sacramento,
California
|
$756K
|
$0
|
1
|
0.19%
|
Maintained
|
|