|
2001
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$64.9K
|
-$43.4K
|
3
|
0.03%
|
Reduced
|
|
|
2002
|
Horrell Capital Management
Little Rock,
Arkansas
|
$64K
|
+$64.3K
|
1
|
0.03%
|
New
|
|
|
2003
|
Orion Capital Management
Coronado,
California
|
$64K
|
+$65.1K
|
1
|
0.05%
|
New
|
|
|
2004
|
Regal Wealth Group
Seal Beach,
California
|
$64K
|
-$1.62K
|
2
|
0.04%
|
Reduced
|
|
|
2005
|
Colorado Capital Management
Boulder,
Colorado
|
$63K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2006
|
CSat Investment Advisory
Detroit,
Michigan
|
$63K
|
-$6.3M
|
3
|
0.06%
|
Reduced
|
|
|
2007
|
|
$63K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
2008
|
Fortis Advisors
Wayne,
Pennsylvania
|
$63K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2009
|
Sterneck Capital Management
Kansas City,
Missouri
|
$63K
|
+$61.8K
|
1
|
0.05%
|
New
|
|
|
2010
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$62K
|
+$169
|
1
|
0.01%
|
Increased
|
|
|
2011
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$62K
|
-$25.7K
|
1
|
0.02%
|
Reduced
|
|
|
2012
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$62K
|
+$5.79K
|
2
|
0%
|
Increased
|
|
|
2013
|
FORA Capital
Miami,
Florida
|
$61K
|
-$111K
|
2
|
0.01%
|
Reduced
|
|
|
2014
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$60K
|
+$53.6K
|
1
|
0.06%
|
New
|
|
|
2015
|
Tarbox Family Office
Newport Beach,
California
|
$60K
|
+$9.06K
|
5
|
0.01%
|
Increased
|
|
|
2016
|
Cypress Point Wealth Management
Dallas,
Texas
|
$59K
|
+$54.6K
|
2
|
0.09%
|
New
|
|
|
2017
|
Kelleher Financial Advisors
New York
|
$59K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2018
|
Sterling Financial Planning
Sparta,
New Jersey
|
$59K
|
+$54.2K
|
1
|
0.05%
|
New
|
|
|
2019
|
Gables Capital Management
Miami,
Florida
|
$58K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2020
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$57K
|
+$52.7K
|
1
|
0.06%
|
New
|
|
|
2021
|
Smith Group Asset Management
Dallas,
Texas
|
$56K
|
-$2.55K
|
2
|
0%
|
Reduced
|
|
|
2022
|
Bogart Wealth LLC
Mclean,
Virginia
|
$55K
|
-$6.13K
|
2
|
0.01%
|
Reduced
|
|
|
2023
|
Elm Advisors
Burlingame,
California
|
$55K
|
+$56K
|
1
|
0.03%
|
New
|
|
|
2024
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$55K
|
-$1.01K
|
3
|
0.01%
|
Reduced
|
|
|
2025
|
Accel Wealth Management
Waverly,
Iowa
|
$54K
|
+$51.5K
|
3
|
0.05%
|
New
|
|