|
2001
|
Monetary Management Group
St Louis,
Missouri
|
$70K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2002
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$68K
|
+$1.62K
|
7
|
0.04%
|
Increased
|
|
|
2003
|
Pacific Center for Financial Services
San Ramon,
California
|
$65K
|
+$62.9K
|
1
|
0.03%
|
New
|
|
|
2004
|
QCI Asset Management
Pittsford,
New York
|
$65K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2005
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$64K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2006
|
CSat Investment Advisory
Detroit,
Michigan
|
$63K
|
+$4.65K
|
6
|
0.04%
|
Increased
|
|
|
2007
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$63K
|
+$5.49K
|
3
|
0.03%
|
Increased
|
|
|
2008
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$62.9K
|
+$13.9K
|
1
|
0.03%
|
Increased
|
|
|
2009
|
Vectors Research Management
New York
|
$62K
|
+$68.9K
|
3
|
0.04%
|
New
|
|
|
2010
|
Schneider Capital Management
Berwyn,
Pennsylvania
|
$61K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2011
|
Cowen Prime Advisors
New York
|
$60K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2012
|
Henry James International Management
New York
|
$60K
|
+$66.3K
|
1
|
0.02%
|
New
|
|
|
2013
|
Allworth Financial
Folsom,
California
|
$58K
|
-$1.39K
|
6
|
0%
|
Reduced
|
|
|
2014
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$58K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2015
|
Horrell Capital Management
Little Rock,
Arkansas
|
$57K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2016
|
Price Wealth
Austin,
Texas
|
$57K
|
-$38.6K
|
2
|
0.02%
|
Reduced
|
|
|
2017
|
Tarbox Family Office
Newport Beach,
California
|
$57K
|
-$66.3K
|
7
|
0.02%
|
Reduced
|
|
|
2018
|
D'Orazio & Associates
Falls Church,
Virginia
|
$55K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2019
|
FNY Investment Advisers
New York
|
$55K
|
-$304K
|
2
|
0.01%
|
Reduced
|
|
|
2020
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$55K
|
+$9.27K
|
2
|
0.02%
|
Increased
|
|
|
2021
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$54K
|
+$52K
|
1
|
0.04%
|
New
|
|
|
2022
|
Creative Financial Designs
Kokomo,
Indiana
|
$52K
|
+$1.92K
|
6
|
0.03%
|
Increased
|
|
|
2023
|
Baystate Wealth Management
Boston,
Massachusetts
|
$51K
|
-$3.89K
|
5
|
0.01%
|
Reduced
|
|
|
2024
|
LifePlan Financial Group
Dayton,
Ohio
|
$50K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2025
|
Watermark Asset Management
San Ramon,
California
|
$50K
|
$0
|
2
|
0.02%
|
Maintained
|
|