|
2001
|
Laurion Capital Management
New York
|
$68.2K
|
+$62.2K
|
1
|
0%
|
New
|
|
|
2002
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$68K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2003
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$67.5K
|
+$62.4K
|
2
|
0.02%
|
New
|
|
|
2004
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$67.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2005
|
USA Financial Formulas
Ada,
Michigan
|
$66.8K
|
-$71.9K
|
2
|
0.01%
|
Reduced
|
|
|
2006
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$65.5K
|
+$28.4K
|
2
|
0.01%
|
Increased
|
|
|
2007
|
J. Safra Asset Management
New York
|
$65.2K
|
+$54K
|
1
|
0.01%
|
Increased
|
|
|
2008
|
Perritt Capital Management
Chicago,
Illinois
|
$64.6K
|
-$6.21K
|
1
|
0.03%
|
Reduced
|
|
|
2009
|
|
$64.1K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2010
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$63.9K
|
+$57.8K
|
1
|
0.01%
|
New
|
|
|
2011
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$61.5K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2012
|
Clearstead Trust
Portland,
Maine
|
$59K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2013
|
Silicon Valley Capital Partners
San Jose,
California
|
$57.8K
|
-$22.4K
|
1
|
0.01%
|
Reduced
|
|
|
2014
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$57K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2015
|
West Oak Capital
Westlake Village,
California
|
$55K
|
+$248
|
2
|
0.02%
|
Increased
|
|
|
2016
|
Nemes Rush Group
Novi,
Michigan
|
$55K
|
+$12.2K
|
1
|
0.01%
|
Increased
|
|
|
2017
|
Hoey Investments
Coatesville,
Pennsylvania
|
$54.4K
|
-$85K
|
1
|
0.01%
|
Reduced
|
|
|
2018
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$54.4K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2019
|
M&R Capital Management
Summit,
New Jersey
|
$54.4K
|
-$118K
|
1
|
0.01%
|
Reduced
|
|
|
2020
|
BOK Financial Private Wealth
Denver,
Colorado
|
$53.3K
|
+$46.7K
|
1
|
0%
|
Increased
|
|
|
2021
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$52.7K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2022
|
Abound Wealth Management
Franklin,
Tennessee
|
$52.3K
|
-$2.55K
|
3
|
0.02%
|
Reduced
|
|
|
2023
|
Richardson Financial Services
Medway,
Massachusetts
|
$50.3K
|
+$4.47K
|
1
|
0.04%
|
Increased
|
|
|
2024
|
NVWM LLC
Yardley,
Pennsylvania
|
$50K
|
-$24.1K
|
1
|
0.01%
|
Reduced
|
|
|
2025
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$49.3K
|
$0
|
1
|
0.02%
|
Maintained
|
|