|
2001
|
Paracle Advisors
Mercer Island,
Washington
|
$58K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2002
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$57K
|
+$85
|
2
|
0.04%
|
Increased
|
|
|
2003
|
Catamount Wealth Management
Westport,
Connecticut
|
$56K
|
-$2.93K
|
2
|
0.05%
|
Reduced
|
|
|
2004
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$51K
|
-$20.1K
|
2
|
0.03%
|
Reduced
|
|
|
2005
|
Solaris Asset Management
New York
|
$51K
|
-$107K
|
1
|
0.03%
|
Reduced
|
|
|
2006
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$49K
|
+$52.3K
|
3
|
0.02%
|
New
|
|
|
2007
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$49K
|
+$29.2K
|
4
|
0.04%
|
Increased
|
|
|
2008
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$45K
|
+$16.9K
|
2
|
0.04%
|
Increased
|
|
|
2009
|
Financial Engines Advisors
Santa Clara,
California
|
$45K
|
+$3.62K
|
1
|
0.04%
|
Increased
|
|
|
2010
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$45K
|
+$1.24K
|
3
|
0.07%
|
Increased
|
|
|
2011
|
Balentine LLC
Atlanta,
Georgia
|
$43K
|
-$34.3K
|
2
|
0.01%
|
Reduced
|
|
|
2012
|
AllSquare Wealth Management
Albany,
New York
|
$42K
|
-$686
|
7
|
0.04%
|
Reduced
|
|
|
2013
|
First Washington Corp
Seattle,
Washington
|
$41K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2014
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$41K
|
+$8.43K
|
2
|
0.01%
|
Increased
|
|
|
2015
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$39K
|
+$7.45K
|
2
|
0.02%
|
Increased
|
|
|
2016
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$38K
|
+$40.6K
|
1
|
0.04%
|
New
|
|
|
2017
|
Parasol Investment Management
Westmont,
Illinois
|
$38K
|
-$6.57K
|
2
|
0.04%
|
Reduced
|
|
|
2018
|
US Financial Advisors
Braintree,
Massachusetts
|
$36K
|
-$36.2K
|
5
|
0.03%
|
Reduced
|
|
|
2019
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$35K
|
+$35.9K
|
2
|
0.03%
|
New
|
|
|
2020
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$35K
|
+$32.3K
|
4
|
0.03%
|
New
|
|
|
2021
|
Wealthcare Capital Management
Richmond,
Virginia
|
$34K
|
-$1.72K
|
3
|
0%
|
Reduced
|
|
|
2022
|
Payden & Rygel
Los Angeles,
California
|
$33K
|
+$20.3K
|
1
|
0%
|
Increased
|
|
|
2023
|
Stonehage Fleming (UK)
London,
United Kingdom
|
$33K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2024
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$31K
|
+$199
|
2
|
0.02%
|
Increased
|
|
|
2025
|
TD Capital Management
Memphis,
Tennessee
|
$31K
|
$0
|
3
|
0.01%
|
Maintained
|
|