|
2001
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$96K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
2002
|
Pathstone Family Office
Englewood,
New Jersey
|
$90K
|
+$89.9K
|
3
|
0.05%
|
New
|
|
|
2003
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$89K
|
-$2.38M
|
1
|
0.05%
|
Reduced
|
|
|
2004
|
Bridgeworth
Birmingham,
Alabama
|
$79K
|
+$80.3K
|
1
|
0.04%
|
New
|
|
|
2005
|
Parasol Investment Management
Westmont,
Illinois
|
$79K
|
-$69.4K
|
1
|
0.13%
|
Reduced
|
|
|
2006
|
Tradewinds Capital Management
Bellingham,
Washington
|
$79K
|
-$5.02K
|
3
|
0.05%
|
Reduced
|
|
|
2007
|
America First Investment Advisors
Omaha,
Nebraska
|
$75K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2008
|
Harfst & Associates
Sheridan,
Wyoming
|
$75K
|
+$75.6K
|
2
|
0.03%
|
New
|
|
|
2009
|
Regal Wealth Group
Seal Beach,
California
|
$69K
|
+$238
|
1
|
0.05%
|
Increased
|
|
|
2010
|
Risk Paradigm Group
Austin,
Texas
|
$53.2K
|
-$62.4K
|
2
|
0.06%
|
Reduced
|
|
|
2011
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$53K
|
$0
|
4
|
0%
|
Maintained
|
|
|
2012
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$53K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2013
|
Raffa Wealth Management
Washington,
District of Columbia
|
$49.5K
|
-$9.24K
|
2
|
0.02%
|
Reduced
|
|
|
2014
|
Exane Derivatives
Paris,
France
|
$49K
|
+$47.5K
|
2
|
0.01%
|
New
|
|
|
2015
|
Israel Discount Bank of New York
New York
|
$41K
|
-$22.3K
|
2
|
0.03%
|
Reduced
|
|
|
2016
|
Watermark Asset Management
San Ramon,
California
|
$41K
|
+$41K
|
2
|
0.02%
|
New
|
|
|
2017
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$39K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2018
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$33K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2019
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$30.3K
|
+$30.2K
|
2
|
0.03%
|
New
|
|
|
2020
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$28.1K
|
-$11.2K
|
1
|
0.02%
|
Reduced
|
|
|
2021
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$28K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2022
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$27K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$26K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2024
|
Horrell Capital Management
Little Rock,
Arkansas
|
$25K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2025
|
Macroview Investment Management
Bethesda,
Maryland
|
$23K
|
$0
|
1
|
0.13%
|
Maintained
|
|