|
2001
|
20/20 Capital Management
Costa Mesa,
California
|
USD 202 k
|
+USD 190 k
|
1
|
0.06%
|
Nuevas
|
|
|
2002
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
USD 202 k
|
+USD 190 k
|
1
|
0.02%
|
Nuevas
|
|
|
2003
|
Keebeck Wealth Management
Chicago,
Illinois
|
USD 202 k
|
+USD 190 k
|
1
|
0.03%
|
Nuevas
|
|
|
2004
|
Johnson Bixby & Associates
Vancouver,
Washington
|
USD 201 k
|
-USD 16.8 k
|
1
|
0.06%
|
Reducidas
|
|
|
2005
|
Altshuler Shaham
Tel Aviv,
Israel
|
USD 200 k
|
+USD 188 k
|
1
|
0%
|
Nuevas
|
|
|
2006
|
Balentine LLC
Atlanta,
Georgia
|
USD 200 k
|
+USD 188 k
|
1
|
0.01%
|
Nuevas
|
|
|
2007
|
|
USD 200 k
|
USD 0
|
1
|
0.03%
|
Mantenido
|
|
|
2008
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
USD 200 k
|
USD 0
|
1
|
0.13%
|
Mantenido
|
|
|
2009
|
Platinum Investment Management
Sydney Australia 2000,
Australia
|
USD 199 k
|
+USD 18.9 k
|
1
|
0%
|
Aumentadas
|
|
|
2010
|
Perennial Advisors
New York
|
USD 198 k
|
+USD 153 k
|
2
|
0.06%
|
Aumentadas
|
|
|
2011
|
Private Ocean
San Rafael,
California
|
USD 197 k
|
-USD 19.1 k
|
1
|
0.04%
|
Reducidas
|
|
|
2012
|
Twin Lakes Capital Management
Redwood Shores,
California
|
USD 193 k
|
+USD 181 k
|
1
|
0.12%
|
Nuevas
|
|
|
2013
|
Steph & Co
Marinette,
Wisconsin
|
USD 192 k
|
USD 0
|
1
|
0.13%
|
Mantenido
|
|
|
2014
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
USD 189 k
|
USD 0
|
1
|
0.1%
|
Mantenido
|
|
|
2015
|
First National Bank of South Miami
South Miami,
Florida
|
USD 187 k
|
+USD 49.5 k
|
1
|
0.14%
|
Aumentadas
|
|
|
2016
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
USD 184 k
|
-USD 24.9 k
|
1
|
0.14%
|
Reducidas
|
|
|
2017
|
Financial Management Professionals
Austin,
Texas
|
USD 183 k
|
+USD 11.4 k
|
1
|
0.05%
|
Aumentadas
|
|
|
2018
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
USD 182 k
|
+USD 78.9 k
|
1
|
0.07%
|
Aumentadas
|
|
|
2019
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
USD 179 k
|
USD 0
|
1
|
0.03%
|
Mantenido
|
|
|
2020
|
Johnson Midwest Financial
Glidden,
Iowa
|
USD 179 k
|
USD 0
|
1
|
0.19%
|
Mantenido
|
|
|
2021
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
USD 176 k
|
+USD 2.15 k
|
1
|
0.04%
|
Aumentadas
|
|
|
2022
|
Hexagon Capital Partners
Rogers,
Arkansas
|
USD 172 k
|
+USD 21.7 k
|
1
|
0.05%
|
Aumentadas
|
|
|
2023
|
Creative Financial Designs
Kokomo,
Indiana
|
USD 171 k
|
-USD 1.2 k
|
1
|
0.03%
|
Reducidas
|
|
|
2024
|
Lenox Wealth Advisors
New York
|
USD 169 k
|
+USD 11.1 k
|
1
|
0.02%
|
Aumentadas
|
|
|
2025
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
USD 167 k
|
+USD 8.14 k
|
1
|
0.12%
|
Aumentadas
|
|