|
2001
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$64K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2002
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$64K
|
+$58.1K
|
1
|
0.02%
|
New
|
|
|
2003
|
Private Ocean
San Rafael,
California
|
$62K
|
-$1.45K
|
3
|
0.03%
|
Reduced
|
|
|
2004
|
Daiwa SB Investments
Tokyo,
Japan
|
$61K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2005
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$59K
|
-$96K
|
4
|
0.03%
|
Reduced
|
|
|
2006
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$58K
|
+$31.1K
|
5
|
0.02%
|
Increased
|
|
|
2007
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$55K
|
+$59.7K
|
7
|
0.06%
|
New
|
|
|
2008
|
|
$54K
|
-$1.67M
|
1
|
0.02%
|
Reduced
|
|
|
2009
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$53K
|
+$40.7K
|
2
|
0.02%
|
Increased
|
|
|
2010
|
Matisse Capital
Portland,
Oregon
|
$51K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2011
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$50K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2012
|
Hefty Wealth Partners
Auburn,
Indiana
|
$50K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2013
|
Northstar Capital Management
New York
|
$49K
|
+$48.6K
|
1
|
0.05%
|
New
|
|
|
2014
|
Tortoise Investment Management
White Plains,
New York
|
$48K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2015
|
Crewe Advisors
Salt Lake City,
Utah
|
$45K
|
+$48K
|
3
|
0.04%
|
New
|
|
|
2016
|
Delphi Private Advisors
San Diego,
California
|
$45K
|
+$46.4K
|
1
|
0.11%
|
New
|
|
|
2017
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$45K
|
+$48.2K
|
6
|
0.04%
|
New
|
|
|
2018
|
Sonora Investment Management
Tucson,
Arizona
|
$43.2K
|
-$8.97K
|
5
|
0.01%
|
Reduced
|
|
|
2019
|
Highlander Capital Management
Short Hills,
New Jersey
|
$43K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
2020
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$36K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2021
|
Altshuler Shaham
Tel Aviv,
Israel
|
$36K
|
+$37.6K
|
2
|
0.01%
|
New
|
|
|
2022
|
Fusion Family Wealth
Woodbury,
New York
|
$36K
|
+$35.7K
|
2
|
0.01%
|
Increased
|
|
|
2023
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$35K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2024
|
Winch Advisory Services
Appleton,
Wisconsin
|
$35K
|
+$8.3K
|
1
|
0.02%
|
Increased
|
|
|
2025
|
Premia Global Advisors
Coral Gables,
Florida
|
$34K
|
+$40.7K
|
2
|
0.03%
|
New
|
|