|
2001
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$92.7K
|
+$83.9K
|
1
|
0.03%
|
New
|
|
|
2002
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$92.7K
|
+$47.2K
|
2
|
0.01%
|
Increased
|
|
|
2003
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$92.4K
|
+$3.28K
|
3
|
0.08%
|
Increased
|
|
|
2004
|
Plato Investment Management
Sydney, NSW,
Australia
|
$92K
|
+$89.7K
|
1
|
0.01%
|
New
|
|
|
2005
|
Globeflex Capital
San Diego,
California
|
$90.7K
|
+$88.2K
|
1
|
0.01%
|
New
|
|
|
2006
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$90.2K
|
-$540K
|
1
|
0.09%
|
Reduced
|
|
|
2007
|
WealthCollab
Bellevue,
Washington
|
$89.3K
|
+$6.45K
|
4
|
0.05%
|
Increased
|
|
|
2008
|
Groupe la Francaise
Paris,
France
|
$86.6K
|
-$3.06M
|
1
|
0%
|
Reduced
|
|
|
2009
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$85.5K
|
+$2.94K
|
1
|
0.01%
|
Increased
|
|
|
2010
|
Bullock Wealth Management
Bloomington,
Indiana
|
$85.3K
|
-$3.94K
|
1
|
0.05%
|
Reduced
|
|
|
2011
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$84.9K
|
+$78.9K
|
1
|
0.08%
|
New
|
|
|
2012
|
Boreal Capital Management
Miami,
Florida
|
$84.7K
|
+$86.1K
|
3
|
0.07%
|
New
|
|
|
2013
|
10Elms LLP
Tulsa,
Oklahoma
|
$84.7K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2014
|
ORG Partners
Roanoke,
Indiana
|
$84.6K
|
-$31.2K
|
5
|
0.02%
|
Reduced
|
|
|
2015
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$84.4K
|
+$25.6K
|
4
|
0.01%
|
Increased
|
|
|
2016
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$82.7K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2017
|
Sierra Ocean
Ripon,
California
|
$81.8K
|
+$3.38K
|
1
|
0.06%
|
Increased
|
|
|
2018
|
Bogart Wealth LLC
Mclean,
Virginia
|
$81.5K
|
+$25.1K
|
5
|
0%
|
Increased
|
|
|
2019
|
Soltis Investment Advisors
St. George,
Utah
|
$80.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2020
|
MTM Investment Management
Spartanburg,
South Carolina
|
$79.4K
|
+$74.1K
|
1
|
0.03%
|
New
|
|
|
2021
|
Orion Capital Management
Coronado,
California
|
$79.1K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2022
|
IMA Advisory Services
Denver,
Colorado
|
$77.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2023
|
ORG Wealth Partners
Dallas,
Texas
|
$77.3K
|
+$22K
|
2
|
0.02%
|
Increased
|
|
|
2024
|
Sava Infond
Maribor,
Slovenia
|
$77K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2025
|
Viewpoint Capital Management
Seattle,
Washington
|
$76.6K
|
+$9.28K
|
1
|
0.04%
|
Increased
|
|