|
2001
|
IMA Advisory Services
Denver,
Colorado
|
$40K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2002
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$39K
|
+$28.8K
|
1
|
0%
|
Increased
|
|
|
2003
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$38K
|
+$35.3K
|
2
|
0.03%
|
Increased
|
|
|
2004
|
DB Wealth Management Group
San Diego,
California
|
$37K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2005
|
PNC Managed Account Solutions
Houston,
Texas
|
$37K
|
+$38.1K
|
1
|
0.01%
|
New
|
|
|
2006
|
Arlington Partners
Birmingham,
Alabama
|
$36K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2007
|
McCarthy Asset Management
Redwood Shores,
California
|
$35K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2008
|
Professional Financial Advisors
North Platte,
Nebraska
|
$35K
|
+$34K
|
2
|
0.02%
|
New
|
|
|
2009
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$34.4K
|
+$32.5K
|
1
|
0.02%
|
New
|
|
|
2010
|
Crewe Advisors
Salt Lake City,
Utah
|
$34K
|
+$351
|
2
|
0.01%
|
Increased
|
|
|
2011
|
CWA Asset Management Group
Naples,
Florida
|
$34K
|
-$279K
|
1
|
0%
|
Reduced
|
|
|
2012
|
Cribstone Capital Management
Augusta,
Maine
|
$33K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2013
|
Front Street Capital Management
Missoula,
Montana
|
$33K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2014
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$33K
|
+$33.3K
|
1
|
0%
|
New
|
|
|
2015
|
Center for Financial Planning
Southfied,
Michigan
|
$32K
|
+$23.5K
|
1
|
0.01%
|
Increased
|
|
|
2016
|
Financial Management Professionals
Austin,
Texas
|
$32K
|
+$9.56K
|
4
|
0.01%
|
Increased
|
|
|
2017
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$32K
|
-$1.46K
|
2
|
0.02%
|
Reduced
|
|
|
2018
|
Evermay Wealth Management
Arlington,
Virginia
|
$31K
|
+$30.8K
|
3
|
0.01%
|
New
|
|
|
2019
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$30K
|
+$28.7K
|
2
|
0.01%
|
New
|
|
|
2020
|
Perennial Investment Advisors
Los Angeles,
California
|
$29K
|
+$457
|
1
|
0.01%
|
Increased
|
|
|
2021
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$29K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2022
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$28K
|
+$1.97K
|
3
|
0.01%
|
Increased
|
|
|
2023
|
Atwood & Palmer
Kansas City,
Missouri
|
$28K
|
-$13K
|
2
|
0%
|
Reduced
|
|
|
2024
|
Enterprise Trust & Investment
Los Gatos,
California
|
$27K
|
-$18K
|
1
|
0.01%
|
Reduced
|
|
|
2025
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$27K
|
-$9.86K
|
3
|
0.01%
|
Reduced
|
|