|
2001
|
Abacus FCF Advisors
Orlando,
Florida
|
$26K
|
-$1.64M
|
1
|
1.04%
|
Reduced
|
|
|
2002
|
Stanford Investment Group
Mountain View,
California
|
$25K
|
+$10.7K
|
1
|
0.01%
|
Increased
|
|
|
2003
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$25K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2004
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$22K
|
+$233
|
1
|
0.02%
|
Increased
|
|
|
2005
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$22K
|
+$22.7K
|
1
|
0.02%
|
New
|
|
|
2006
|
Wealthcare Capital Management
Richmond,
Virginia
|
$22K
|
+$19
|
3
|
0%
|
Increased
|
|
|
2007
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2008
|
SRH Advisors
Salina,
Kansas
|
$20K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2009
|
Edmond de Rothschild (Monaco)
Monaco
|
$18K
|
+$18.1K
|
2
|
0.02%
|
New
|
|
|
2010
|
First New York Securities
New York
|
$17.4K
|
+$14.6K
|
2
|
0.01%
|
Increased
|
|
|
2011
|
Integrated Wealth Counsel
Carmel,
California
|
$17K
|
+$12.5K
|
2
|
0.04%
|
Increased
|
|
|
2012
|
Pathstone Family Office
Englewood,
New Jersey
|
$17K
|
+$2.52K
|
3
|
0.02%
|
Increased
|
|
|
2013
|
Winch Advisory Services
Appleton,
Wisconsin
|
$17K
|
-$14.8K
|
2
|
0.01%
|
Reduced
|
|
|
2014
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$16K
|
+$12.5K
|
1
|
0.01%
|
Increased
|
|
|
2015
|
Lagoda Investment Management
New York
|
$16K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
Lenox Wealth Advisors
New York
|
$16K
|
+$3.5K
|
1
|
0%
|
Increased
|
|
|
2017
|
Payden & Rygel
Los Angeles,
California
|
$16K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
Advisors Preferred
Rockville,
Maryland
|
$15K
|
+$17.1K
|
1
|
0.01%
|
New
|
|
|
2019
|
Solaris Asset Management
New York
|
$15K
|
-$54.2K
|
2
|
0.01%
|
Reduced
|
|
|
2020
|
C-J Advisory
San Jose,
California
|
$14K
|
+$13.8K
|
2
|
0.01%
|
New
|
|
|
2021
|
CKW Financial Group
Honolulu,
Hawaii
|
$12K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2022
|
Sterling Global Strategies
Carlsbad,
California
|
$12K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2023
|
HWG Holdings
Houston,
Texas
|
$10K
|
+$10.1K
|
1
|
0.01%
|
New
|
|
|
2024
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2025
|
Edmond de Rothschild Private Merchant Banking
London,
United Kingdom
|
$9K
|
+$9.09K
|
1
|
0.03%
|
New
|
|