|
2001
|
TCI Wealth Advisors
Tucson,
Arizona
|
$98.3K
|
+$5.52K
|
8
|
0.01%
|
Increased
|
|
|
2002
|
Albion Financial Group
Salt Lake City,
Utah
|
$98.3K
|
+$351
|
3
|
0.01%
|
Increased
|
|
|
2003
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$96.1K
|
-$17.1K
|
2
|
0.05%
|
Reduced
|
|
|
2004
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$95.3K
|
+$9.8K
|
1
|
0.1%
|
Increased
|
|
|
2005
|
Evermay Wealth Management
Arlington,
Virginia
|
$93.6K
|
+$82.3K
|
1
|
0.02%
|
Increased
|
|
|
2006
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$92.7K
|
+$3.5K
|
1
|
0.06%
|
Increased
|
|
|
2007
|
Pathway Financial Advisers
Auburn,
Indiana
|
$92.7K
|
+$96K
|
1
|
0.04%
|
New
|
|
|
2008
|
Clean Yield Group
Norwich,
Vermont
|
$92.6K
|
+$4.74K
|
5
|
0.04%
|
Increased
|
|
|
2009
|
Wolverine Asset Management
Chicago,
Illinois
|
$91.9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
Seldon Capital
San Francisco,
California
|
$91.6K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
2011
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$90.6K
|
+$33.7K
|
1
|
0.08%
|
Increased
|
|
|
2012
|
Raffa Wealth Management
Washington,
District of Columbia
|
$88.4K
|
-$2.87K
|
9
|
0.04%
|
Reduced
|
|
|
2013
|
Gibson Wealth Advisors
Tyler,
Texas
|
$88K
|
+$86.6K
|
1
|
0%
|
Increased
|
|
|
2014
|
Pacifica Partners
Surrey,
Canada
|
$85.5K
|
+$50.8K
|
3
|
0.06%
|
Increased
|
|
|
2015
|
Globeflex Capital
San Diego,
California
|
$83.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2016
|
Sittner & Nelson
Eugene,
Oregon
|
$83.2K
|
-$4.39K
|
2
|
0.05%
|
Reduced
|
|
|
2017
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$82K
|
+$87.4K
|
1
|
0.01%
|
New
|
|
|
2018
|
Front Row Advisors
Tiburon,
California
|
$79K
|
-$1.56K
|
3
|
0.04%
|
Reduced
|
|
|
2019
|
Fred Alger Management
New York
|
$77.1K
|
-$47.8K
|
1
|
0%
|
Reduced
|
|
|
2020
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$76.9K
|
+$79.5K
|
1
|
0.07%
|
New
|
|
|
2021
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$76.6K
|
+$75.4K
|
1
|
0.04%
|
New
|
|
|
2022
|
Channing Global Advisors
Miami,
Florida
|
$76.2K
|
+$66.8K
|
1
|
0.09%
|
New
|
|
|
2023
|
Leelyn Smith
Geneva,
Illinois
|
$75.2K
|
-$8.06K
|
2
|
0.02%
|
Reduced
|
|
|
2024
|
Osterweis Capital Management
San Francisco,
California
|
$74.3K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2025
|
Bell Investment Advisors
Oakland,
California
|
$73.6K
|
-$4.47K
|
9
|
0.02%
|
Reduced
|
|