|
2001
|
Sculptor Capital
New York
|
$116K
|
-$901K
|
1
|
0%
|
Reduced
|
|
|
2002
|
United Bank (Virginia)
Vienna,
Virginia
|
$115K
|
+$38.2K
|
3
|
0.01%
|
Increased
|
|
|
2003
|
AXS Investments
Port Chester,
New York
|
$114K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2004
|
Calton & Associates
Tampa,
Florida
|
$114K
|
-$4.62K
|
1
|
0.05%
|
Reduced
|
|
|
2005
|
Personal CFO Solutions
Chester,
New Jersey
|
$113K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2006
|
Wealth Effects
Boston,
Massachusetts
|
$112K
|
+$4.75K
|
1
|
0.05%
|
Increased
|
|
|
2007
|
WealthPLAN Partners
Omaha,
Nebraska
|
$111K
|
+$62
|
3
|
0.02%
|
Increased
|
|
|
2008
|
Optimum Investment Advisors
Chicago,
Illinois
|
$109K
|
+$9.86K
|
5
|
0.05%
|
Increased
|
|
|
2009
|
Crewe Advisors
Salt Lake City,
Utah
|
$109K
|
-$71.7K
|
2
|
0.02%
|
Reduced
|
|
|
2010
|
Byrne Asset Management
Kingston,
New Jersey
|
$108K
|
-$39.1K
|
2
|
0.05%
|
Reduced
|
|
|
2011
|
Duncker Streett & Co
St. Louis,
Missouri
|
$108K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2012
|
James Investment Research
Alpha,
Ohio
|
$107K
|
+$71.9K
|
1
|
0.01%
|
Increased
|
|
|
2013
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$107K
|
+$6.03K
|
5
|
0.01%
|
Increased
|
|
|
2014
|
Oracle Investment Management
Greenwich,
Connecticut
|
$106K
|
+$101K
|
1
|
0.08%
|
New
|
|
|
2015
|
Warberg Asset Management
Winnetka,
Illinois
|
$105K
|
+$104K
|
1
|
0.02%
|
New
|
|
|
2016
|
Tejara Capital
London,
United Kingdom
|
$104K
|
-$8.46K
|
1
|
0.05%
|
Reduced
|
|
|
2017
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$104K
|
+$23K
|
2
|
0.01%
|
Increased
|
|
|
2018
|
ORG Partners
Roanoke,
Indiana
|
$103K
|
+$99.9K
|
4
|
0.02%
|
New
|
|
|
2019
|
Blume Capital Management
Berkeley,
California
|
$101K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2020
|
Credit Agricole
Montrouge Cedex,
France
|
$97.5K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2021
|
Sargent Investment Group
Bethesda,
Maryland
|
$97K
|
+$93.4K
|
2
|
0.02%
|
Increased
|
|
|
2022
|
Farther Finance Advisors
San Francisco,
California
|
$97K
|
-$79.5K
|
14
|
0.02%
|
Reduced
|
|
|
2023
|
Grove Bank & Trust
Miami,
Florida
|
$95.3K
|
-$500
|
1
|
0.02%
|
Reduced
|
|
|
2024
|
Cypress Capital
Franklin,
Tennessee
|
$94.9K
|
+$74.4K
|
1
|
0.03%
|
New
|
|
|
2025
|
Chapin Davis
Baltimore,
Maryland
|
$94.3K
|
+$7.15K
|
2
|
0.04%
|
Increased
|
|