|
2001
|
DB Wealth Management Group
San Diego,
California
|
$35K
|
-$3.16K
|
1
|
0.02%
|
Reduced
|
|
|
2002
|
Mather Group
Chicago,
Illinois
|
$35K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2003
|
Perennial Investment Advisors
Los Angeles,
California
|
$34K
|
+$36K
|
1
|
0.01%
|
New
|
|
|
2004
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$34K
|
+$22.4K
|
1
|
0.01%
|
Increased
|
|
|
2005
|
Spirit of America Management Corp
Syosset,
New York
|
$34K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2006
|
Crewe Advisors
Salt Lake City,
Utah
|
$33K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2007
|
|
$33K
|
-$13.8K
|
2
|
0%
|
Reduced
|
|
|
2008
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$32K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2009
|
Cribstone Capital Management
Augusta,
Maine
|
$32K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2010
|
Gemmer Asset Management
Walnut Creek,
California
|
$31K
|
-$8.38K
|
6
|
0.01%
|
Reduced
|
|
|
2011
|
McCarthy Asset Management
Redwood Shores,
California
|
$30K
|
+$24
|
3
|
0.02%
|
Increased
|
|
|
2012
|
Wealthcare Capital Management
Richmond,
Virginia
|
$30K
|
+$26.1K
|
4
|
0%
|
New
|
|
|
2013
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$29K
|
+$698
|
2
|
0.02%
|
Increased
|
|
|
2014
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$28K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2015
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$26K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2016
|
QCM Cayman
Houston,
Texas
|
$26K
|
-$526K
|
1
|
0.08%
|
Reduced
|
|
|
2017
|
RPG Investment Advisory
Pleasanton,
California
|
$26K
|
$0
|
3
|
0%
|
Maintained
|
|
|
2018
|
TimeScale Financial
Danvers,
Massachusetts
|
$26K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2019
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$25K
|
+$25.1K
|
3
|
0.01%
|
New
|
|
|
2020
|
Versant Capital Management
Phoenix,
Arizona
|
$24K
|
+$1.05K
|
3
|
0.01%
|
Increased
|
|
|
2021
|
Asset Dedication LLC
San Francisco,
California
|
$23K
|
+$21.2K
|
2
|
0.01%
|
Increased
|
|
|
2022
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$23K
|
-$1K
|
1
|
0.01%
|
Reduced
|
|
|
2023
|
Exane Derivatives
Paris,
France
|
$22.6K
|
-$289K
|
4
|
0.01%
|
Reduced
|
|
|
2024
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2025
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$21K
|
+$4.42K
|
1
|
0.01%
|
Increased
|
|