|
2001
|
First Personal Financial Services
Charlotte,
North Carolina
|
$32K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2002
|
Blume Capital Management
Berkeley,
California
|
$31K
|
+$4.39K
|
1
|
0.02%
|
Increased
|
|
|
2003
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$30K
|
+$20.2K
|
2
|
0.01%
|
Increased
|
|
|
2004
|
WealthShield Partners
Cary,
North Carolina
|
$30K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2005
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$29K
|
+$28K
|
2
|
0%
|
New
|
|
|
2006
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$29K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2007
|
Atlas Private Wealth Management
Albany,
New York
|
$29K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2008
|
Gilder Gagnon Howe & Co
New York
|
$29K
|
-$83.3K
|
1
|
0%
|
Reduced
|
|
|
2009
|
Blue Square Asset Management
New York
|
$28K
|
+$26.7K
|
1
|
0.02%
|
New
|
|
|
2010
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$28K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2011
|
Altshuler Shaham
Tel Aviv,
Israel
|
$27K
|
-$102K
|
1
|
0%
|
Reduced
|
|
|
2012
|
Bellevue Asset Management
Bellevue,
Washington
|
$27K
|
+$1.04K
|
4
|
0.03%
|
Increased
|
|
|
2013
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$27K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2014
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$27K
|
-$6.25K
|
1
|
0.01%
|
Reduced
|
|
|
2015
|
Woodstock Corp
Boston,
Massachusetts
|
$27K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
Davis Capital Management
Jacksonville,
Florida
|
$25K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2017
|
LifePlan Financial Group
Dayton,
Ohio
|
$24K
|
-$790
|
3
|
0.01%
|
Reduced
|
|
|
2018
|
Investment Advisory Services
The Woodlands,
Texas
|
$22K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2019
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$22K
|
+$21.3K
|
1
|
0.01%
|
New
|
|
|
2020
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$21.4K
|
+$20.8K
|
2
|
0.01%
|
New
|
|
|
2021
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$20.8K
|
-$85.1K
|
2
|
0%
|
Reduced
|
|
|
2022
|
Rockbridge Investment Management
Syracuse,
New York
|
$20K
|
+$20.7K
|
3
|
0.01%
|
New
|
|
|
2023
|
Westside Investment Management
Santa Monica,
California
|
$19.5K
|
-$74.1K
|
4
|
0.01%
|
Reduced
|
|
|
2024
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$19K
|
+$17.6K
|
2
|
0%
|
New
|
|
|
2025
|
D'Orazio & Associates
Falls Church,
Virginia
|
$18K
|
+$445
|
1
|
0.01%
|
Increased
|
|