|
2001
|
Perennial Advisors
New York
|
$73K
|
+$69.5K
|
1
|
0.03%
|
New
|
|
|
2002
|
Trust Company
Manhattan,
Kansas
|
$73K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
2003
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$72K
|
+$63.6K
|
4
|
0.02%
|
New
|
|
|
2004
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$71K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2005
|
Kinloch Capital
Glen Allen,
Virginia
|
$71K
|
+$62.2K
|
2
|
0.06%
|
New
|
|
|
2006
|
Summit Trail Advisors
New York
|
$71K
|
+$64.9K
|
1
|
0.01%
|
New
|
|
|
2007
|
Evolution Wealth Advisors
Aventura,
Florida
|
$69K
|
-$101K
|
3
|
0.02%
|
Reduced
|
|
|
2008
|
Simon Quick Advisors
Morristown,
New Jersey
|
$68K
|
+$21.9K
|
2
|
0.02%
|
Increased
|
|
|
2009
|
Front Row Advisors
Tiburon,
California
|
$67K
|
$0
|
7
|
0.03%
|
Maintained
|
|
|
2010
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$66K
|
-$80.6K
|
7
|
0.05%
|
Reduced
|
|
|
2011
|
Elm Advisors
Burlingame,
California
|
$65K
|
+$61.4K
|
2
|
0.04%
|
New
|
|
|
2012
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$65K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
2013
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$65K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2014
|
Private Ocean
San Rafael,
California
|
$65K
|
+$3.53K
|
3
|
0.01%
|
Increased
|
|
|
2015
|
Reby Advisors
Danbury,
Connecticut
|
$65K
|
+$61.3K
|
4
|
0.02%
|
New
|
|
|
2016
|
Moser Wealth Advisors
Bellevue,
Washington
|
$64K
|
-$35K
|
1
|
0.05%
|
Reduced
|
|
|
2017
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$63.2K
|
-$3.35K
|
2
|
0.05%
|
Reduced
|
|
|
2018
|
Tortoise Investment Management
White Plains,
New York
|
$63K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2019
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$62K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2020
|
Disciplined Investments
Tulsa,
Oklahoma
|
$62K
|
-$2.44K
|
2
|
0.04%
|
Reduced
|
|
|
2021
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$62K
|
+$7.26K
|
5
|
0%
|
Increased
|
|
|
2022
|
CVA Family Office
Denver,
Colorado
|
$61K
|
-$2.06K
|
1
|
0.04%
|
Reduced
|
|
|
2023
|
FSA Wealth Management
Needham,
Massachusetts
|
$61K
|
+$57.7K
|
3
|
0.03%
|
New
|
|
|
2024
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$61K
|
-$46.2M
|
2
|
0%
|
Reduced
|
|
|
2025
|
Pin Oak Investment Advisors
Houston,
Texas
|
$59K
|
+$6.34K
|
3
|
0.05%
|
Increased
|
|