|
2001
|
Timber Hill
Greenwich,
Connecticut
|
$660K
|
-$3.11M
|
1
|
0.06%
|
Reduced
|
|
|
2002
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$658K
|
+$12.2K
|
4
|
0.22%
|
Increased
|
|
|
2003
|
Accredited Investors
Edina,
Minnesota
|
$654K
|
+$619K
|
1
|
0.18%
|
New
|
|
|
2004
|
Smith, Moore & Co
Clayton,
Missouri
|
$651K
|
+$37.8K
|
1
|
0.19%
|
Increased
|
|
|
2005
|
|
$651K
|
-$161K
|
1
|
0.24%
|
Reduced
|
|
|
2006
|
|
$648K
|
+$41K
|
1
|
0.29%
|
Increased
|
|
|
2007
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$646K
|
+$647K
|
1
|
0.05%
|
New
|
|
|
2008
|
Torch Wealth Management
Cincinnati,
Ohio
|
$646K
|
-$1.81K
|
2
|
0.42%
|
Reduced
|
|
|
2009
|
Private Wealth Partners
Mill Valley,
California
|
$645K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2010
|
GM Advisory Group
Melville,
New York
|
$642K
|
-$14.7K
|
1
|
0.2%
|
Reduced
|
|
|
2011
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$641K
|
+$578K
|
8
|
0.19%
|
Increased
|
|
|
2012
|
VanEck Associates
New York
|
$635K
|
+$42.7K
|
3
|
0%
|
Increased
|
|
|
2013
|
Glassman Wealth Services
Vienna,
Virginia
|
$631K
|
-$74.4K
|
6
|
0.41%
|
Reduced
|
|
|
2014
|
Rikoon Group
Santa Fe,
New Mexico
|
$629K
|
+$596K
|
1
|
0.27%
|
New
|
|
|
2015
|
|
$628K
|
+$629K
|
1
|
0.45%
|
New
|
|
|
2016
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$626K
|
+$593K
|
1
|
0.24%
|
New
|
|
|
2017
|
Sutton Wealth Advisors
Tampa,
Florida
|
$625K
|
+$7.9K
|
9
|
0.48%
|
Increased
|
|
|
2018
|
Highlander Capital Management
Short Hills,
New Jersey
|
$620K
|
$0
|
3
|
0.48%
|
Maintained
|
|
|
2019
|
Tirschwell & Loewy
New York
|
$620K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2020
|
Cue Advisory Services
Phoenix,
Arizona
|
$616K
|
+$212K
|
1
|
0.43%
|
Increased
|
|
|
2021
|
IMA Advisory Services
Denver,
Colorado
|
$615K
|
-$564K
|
1
|
0.29%
|
Reduced
|
|
|
2022
|
Delta Asset Management
Memphis,
Tennessee
|
$612K
|
+$16.3K
|
7
|
0.09%
|
Increased
|
|
|
2023
|
|
$612K
|
+$271K
|
1
|
0.29%
|
Increased
|
|
|
2024
|
Univest Financial
Souderton,
Pennsylvania
|
$612K
|
+$25.4K
|
1
|
0.26%
|
Increased
|
|
|
2025
|
|
$611K
|
$0
|
1
|
0.05%
|
Maintained
|
|