|
2001
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$69.9K
|
+$327
|
5
|
0.02%
|
Increased
|
|
|
2002
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$68.4K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2003
|
Matrix Asset Advisors
White Plains,
New York
|
$68.1K
|
-$140K
|
1
|
0.01%
|
Reduced
|
|
|
2004
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$67.9K
|
+$61
|
4
|
0.03%
|
Increased
|
|
|
2005
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$67.6K
|
+$67.5K
|
3
|
0.02%
|
New
|
|
|
2006
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$67K
|
-$10.7K
|
6
|
0.02%
|
Reduced
|
|
|
2007
|
Sciencast Management
Princeton,
New Jersey
|
$66.9K
|
+$104K
|
1
|
0.03%
|
New
|
|
|
2008
|
Pathway Financial Advisers
Auburn,
Indiana
|
$66K
|
+$65.8K
|
1
|
0.03%
|
New
|
|
|
2009
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$65.8K
|
+$45.3K
|
1
|
0.04%
|
Increased
|
|
|
2010
|
City Holding Co
Charleston,
West Virginia
|
$65.2K
|
-$83.5K
|
2
|
0.01%
|
Reduced
|
|
|
2011
|
Perkins Coie Trust Company
Seattle,
Washington
|
$63.7K
|
+$50.9K
|
3
|
0.02%
|
Increased
|
|
|
2012
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$63.5K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2013
|
ORG Partners
Roanoke,
Indiana
|
$63K
|
-$13.6K
|
4
|
0.02%
|
Reduced
|
|
|
2014
|
First Financial Corp
Terre Haute,
Indiana
|
$62.5K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2015
|
Provence Wealth Management Group
Irvine,
California
|
$61.4K
|
+$64.1K
|
2
|
0.04%
|
New
|
|
|
2016
|
Optimum Investment Advisors
Chicago,
Illinois
|
$61.3K
|
-$46.6K
|
5
|
0.03%
|
Reduced
|
|
|
2017
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$61.3K
|
+$15.7K
|
1
|
0.06%
|
Increased
|
|
|
2018
|
Thompson Davis & Co
Richmond,
Virginia
|
$60.7K
|
-$4.77K
|
2
|
0.08%
|
Reduced
|
|
|
2019
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$60.5K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2020
|
Pflug Koory
Omaha,
Nebraska
|
$59.8K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2021
|
Centennial Bank
Conway,
Arkansas
|
$59.7K
|
+$56.9K
|
1
|
0.04%
|
Increased
|
|
|
2022
|
Parcion Private Wealth
Bellevue,
Washington
|
$59.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2023
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$58.8K
|
-$4.28M
|
2
|
0.04%
|
Reduced
|
|
|
2024
|
Bogart Wealth LLC
Mclean,
Virginia
|
$58.2K
|
-$6.16K
|
6
|
0%
|
Reduced
|
|
|
2025
|
Personal CFO Solutions
Chester,
New Jersey
|
$58.2K
|
-$51.3K
|
1
|
0.01%
|
Reduced
|
|