|
2001
|
TCG Advisors
Austin,
Texas
|
$366K
|
+$359K
|
1
|
0.26%
|
Increased
|
|
|
2002
|
The Family Firm
Bethesda,
Maryland
|
$365K
|
+$159
|
1
|
0.13%
|
Increased
|
|
|
2003
|
JOYN Advisors
Atlanta,
Georgia
|
$364K
|
-$27.4K
|
1
|
0.08%
|
Reduced
|
|
|
2004
|
Bell Bank
Fargo,
North Dakota
|
$363K
|
-$3.13K
|
1
|
0.07%
|
Reduced
|
|
|
2005
|
Advisors Management Group
La Crosse,
Wisconsin
|
$361K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2006
|
Blue Fin Capital
Warren,
Rhode Island
|
$361K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2007
|
Rockland Trust
Hanover,
Massachusetts
|
$361K
|
-$17.8K
|
1
|
0.03%
|
Reduced
|
|
|
2008
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$359K
|
$0
|
3
|
0.19%
|
Maintained
|
|
|
2009
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$359K
|
+$228K
|
4
|
0.24%
|
Increased
|
|
|
2010
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$359K
|
+$3.66K
|
1
|
0.33%
|
Increased
|
|
|
2011
|
Leuthold Group
Minneapolis,
Minnesota
|
$359K
|
+$326K
|
1
|
0.05%
|
New
|
|
|
2012
|
BSW Wealth Partners
Boulder,
Colorado
|
$358K
|
+$69.2K
|
3
|
0.14%
|
Increased
|
|
|
2013
|
Arcus Capital Partners
Atlanta,
Georgia
|
$356K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2014
|
Asset Dedication LLC
San Francisco,
California
|
$356K
|
-$149K
|
4
|
0.12%
|
Reduced
|
|
|
2015
|
AIA Investment Management
Singapore
|
$355K
|
+$354K
|
2
|
0.1%
|
New
|
|
|
2016
|
Omnia Family Wealth
Aventura,
Florida
|
$355K
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
2017
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$354K
|
-$4.24M
|
1
|
0.04%
|
Reduced
|
|
|
2018
|
SimplyRich
Carlsbad,
California
|
$354K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2019
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$353K
|
+$636
|
1
|
0.12%
|
Increased
|
|
|
2020
|
|
$350K
|
$0
|
1
|
0.31%
|
Maintained
|
|
|
2021
|
Gideon Capital Advisors
New York
|
$349K
|
-$1.86M
|
1
|
0.11%
|
Reduced
|
|
|
2022
|
Maryland Capital Management
Towson,
Maryland
|
$349K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2023
|
Allworth Financial
Folsom,
California
|
$348K
|
-$24.5K
|
4
|
0.01%
|
Reduced
|
|
|
2024
|
Sutton Wealth Advisors
Tampa,
Florida
|
$348K
|
+$2.16K
|
7
|
0.19%
|
Increased
|
|
|
2025
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$346K
|
-$102K
|
1
|
0.23%
|
Reduced
|
|