|
2001
|
Modera Wealth Management
Westwood,
New Jersey
|
$233K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2002
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$231K
|
-$3.65K
|
1
|
0.3%
|
Reduced
|
|
|
2003
|
WESPAC Advisors SoCal
Pasadena,
California
|
$231K
|
-$2.92K
|
3
|
0.14%
|
Reduced
|
|
|
2004
|
Avior Wealth Management
Omaha,
Nebraska
|
$230K
|
-$18.1K
|
5
|
0.08%
|
Reduced
|
|
|
2005
|
Amarillo National Bank
Amarillo,
Texas
|
$229K
|
+$211K
|
1
|
0.08%
|
New
|
|
|
2006
|
Catawba Capital Management
Roanoke,
Virginia
|
$229K
|
+$232K
|
1
|
0.05%
|
New
|
|
|
2007
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$229K
|
+$212K
|
1
|
0.14%
|
New
|
|
|
2008
|
IPG Investment Advisors
San Diego,
California
|
$229K
|
-$181K
|
1
|
0.08%
|
Reduced
|
|
|
2009
|
Tompkins Financial
Ithaca,
New York
|
$228K
|
+$91.6K
|
3
|
0.05%
|
Increased
|
|
|
2010
|
Henshaw Capital
Woburn,
Massachusetts
|
$227K
|
+$86.3K
|
1
|
0.02%
|
Increased
|
|
|
2011
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$227K
|
-$14.3K
|
6
|
0.2%
|
Reduced
|
|
|
2012
|
First American Trust
Santa Ana,
California
|
$226K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2013
|
Rex Capital Advisors
Providence,
Rhode Island
|
$225K
|
+$4.1K
|
1
|
0.18%
|
Increased
|
|
|
2014
|
Summit Securities Group
New York
|
$223K
|
+$204K
|
1
|
0.04%
|
New
|
|
|
2015
|
First City Capital Management
Savannah,
Georgia
|
$220K
|
+$203K
|
1
|
0.15%
|
New
|
|
|
2016
|
Palo Capital
Newport Beach,
California
|
$220K
|
+$197K
|
1
|
0.12%
|
New
|
|
|
2017
|
Allworth Financial
Folsom,
California
|
$219K
|
-$35.3K
|
4
|
0.02%
|
Reduced
|
|
|
2018
|
Torch Wealth Management
Cincinnati,
Ohio
|
$217K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2019
|
Camden National Bank
Camden,
Maine
|
$216K
|
-$84.7K
|
1
|
0.06%
|
Reduced
|
|
|
2020
|
Darwin Wealth Management
Tampa,
Florida
|
$215K
|
-$1.74M
|
1
|
0.21%
|
Reduced
|
|
|
2021
|
Peak Asset Management
Louisville,
Colorado
|
$215K
|
-$44.7K
|
1
|
0.08%
|
Reduced
|
|
|
2022
|
Vigilant Capital Management
Portland,
Maine
|
$215K
|
-$1.21K
|
4
|
0.03%
|
Reduced
|
|
|
2023
|
Asset Dedication LLC
San Francisco,
California
|
$213K
|
-$87.8K
|
3
|
0.1%
|
Reduced
|
|
|
2024
|
D'Orazio & Associates
Falls Church,
Virginia
|
$213K
|
+$18.1K
|
3
|
0.08%
|
Increased
|
|
|
2025
|
NS Partners
London,
United Kingdom
|
$213K
|
+$195K
|
1
|
0.03%
|
New
|
|