|
2001
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$112K
|
-$7.09K
|
6
|
0.11%
|
Reduced
|
|
|
2002
|
Wealthcare Capital Management
Richmond,
Virginia
|
$112K
|
-$36.4K
|
1
|
0.01%
|
Reduced
|
|
|
2003
|
Klingman & Associates
New York
|
$110K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2004
|
Edmond de Rothschild (Europe)
Luxembourg
|
$107K
|
+$11.6K
|
3
|
0.04%
|
Increased
|
|
|
2005
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$103K
|
-$5.66K
|
3
|
0.05%
|
Reduced
|
|
|
2006
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$103K
|
+$22.1K
|
3
|
0.54%
|
Increased
|
|
|
2007
|
QCI Asset Management
Pittsford,
New York
|
$103K
|
-$4K
|
3
|
0.01%
|
Reduced
|
|
|
2008
|
Pathstone Family Office
Englewood,
New Jersey
|
$102K
|
-$5.33K
|
4
|
0.1%
|
Reduced
|
|
|
2009
|
Estabrook Capital Management
New York
|
$101K
|
-$5.1K
|
3
|
0.01%
|
Reduced
|
|
|
2010
|
Asset Dedication LLC
San Francisco,
California
|
$100K
|
-$10.6K
|
4
|
0.06%
|
Reduced
|
|
|
2011
|
Hershey Trust Company
Hershey,
Pennsylvania
|
$98K
|
+$149K
|
1
|
0%
|
New
|
|
|
2012
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$96K
|
-$14K
|
4
|
0.1%
|
Reduced
|
|
|
2013
|
Private Ocean
San Rafael,
California
|
$95K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2014
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$94K
|
+$96K
|
1
|
0.01%
|
New
|
|
|
2015
|
J. Safra Asset Management
New York
|
$94K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2016
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$93K
|
+$9.86K
|
4
|
0.02%
|
Increased
|
|
|
2017
|
Verity Asset Management
Durham,
North Carolina
|
$92K
|
+$88.4K
|
1
|
0.09%
|
New
|
|
|
2018
|
American National Bank & Trust
Wichita Falls,
Texas
|
$84K
|
+$35.6K
|
2
|
0.03%
|
Increased
|
|
|
2019
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$81K
|
-$682
|
5
|
0.05%
|
Reduced
|
|
|
2020
|
Horrell Capital Management
Little Rock,
Arkansas
|
$80K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2021
|
Lenox Wealth Advisors
New York
|
$77K
|
-$12.1K
|
2
|
0.02%
|
Reduced
|
|
|
2022
|
Crow Point Partners
Boston,
Massachusetts
|
$76K
|
+$77.8K
|
1
|
0.01%
|
New
|
|
|
2023
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$72K
|
-$14.1K
|
3
|
0.04%
|
Reduced
|
|
|
2024
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$70K
|
-$22.8K
|
1
|
0.01%
|
Reduced
|
|
|
2025
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$65K
|
-$2.55K
|
3
|
0.18%
|
Reduced
|
|