|
2001
|
Insight 2811 Inc
Chicago,
Illinois
|
$52K
|
+$43K
|
1
|
0.03%
|
New
|
|
|
2002
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$51K
|
+$11K
|
2
|
0.02%
|
Increased
|
|
|
2003
|
MV Capital Management
Bethesda,
Maryland
|
$51K
|
-$1K
|
2
|
0.01%
|
Reduced
|
|
|
2004
|
Private Ocean
San Rafael,
California
|
$49K
|
-$65.3K
|
2
|
0.01%
|
Reduced
|
|
|
2005
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$47K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
2006
|
Advisory Alpha
Holland,
Michigan
|
$46.6K
|
-$29.8K
|
3
|
0.01%
|
Reduced
|
|
|
2007
|
Weaver Consulting Group
Huntington Beach,
California
|
$45K
|
+$276
|
9
|
0.02%
|
Increased
|
|
|
2008
|
McIlrath & Eck
Arlington,
Washington
|
$44K
|
$0
|
5
|
0.02%
|
Maintained
|
|
|
2009
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$43K
|
$0
|
5
|
0.02%
|
Maintained
|
|
|
2010
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$41K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2011
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$40K
|
+$5.42K
|
3
|
0%
|
Increased
|
|
|
2012
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$39K
|
+$37.8K
|
9
|
0.05%
|
New
|
|
|
2013
|
Tortoise Investment Management
White Plains,
New York
|
$39K
|
-$7.04K
|
3
|
0.01%
|
Reduced
|
|
|
2014
|
Hodges Capital Management
Dallas,
Texas
|
$38K
|
-$201K
|
1
|
0.01%
|
Reduced
|
|
|
2015
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$38K
|
-$2.48K
|
5
|
0.02%
|
Reduced
|
|
|
2016
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$38K
|
+$22.3K
|
3
|
0%
|
Increased
|
|
|
2017
|
Virtus Alternative Investment Advisers
Hartford,
Connecticut
|
$38K
|
+$34.8K
|
4
|
0.57%
|
New
|
|
|
2018
|
Kings Point Capital Management
Great Neck,
New York
|
$37K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2019
|
Manchester Financial
Westlake Village,
California
|
$37K
|
+$36.8K
|
4
|
0.01%
|
New
|
|
|
2020
|
Pin Oak Investment Advisors
Houston,
Texas
|
$37K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
2021
|
Asio Capital
Lexington,
Kentucky
|
$36K
|
+$31.7K
|
1
|
0.02%
|
New
|
|
|
2022
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$35K
|
-$10K
|
2
|
0.01%
|
Reduced
|
|
|
2023
|
Edge Wealth Management
New York
|
$35K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2024
|
Eudaimonia Partners
Winchester,
Tennessee
|
$32K
|
+$30.6K
|
1
|
0.01%
|
New
|
|
|
2025
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$31K
|
+$29.1K
|
1
|
0%
|
New
|
|