|
2001
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$32K
|
+$1.79K
|
3
|
0.01%
|
Increased
|
|
|
2002
|
Arax Advisory Partners
Denver,
Colorado
|
$31K
|
+$940
|
1
|
0.01%
|
Increased
|
|
|
2003
|
Fred Alger Management
New York
|
$30K
|
-$25.9K
|
2
|
0%
|
Reduced
|
|
|
2004
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$30K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2005
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$30K
|
+$2.23K
|
1
|
0.02%
|
Increased
|
|
|
2006
|
Tortoise Investment Management
White Plains,
New York
|
$29K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2007
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$27.8K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2008
|
Hoertkorn Richard Charles
|
$26K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2009
|
Nelson Capital Management
Menlo Park,
California
|
$25K
|
-$64.3K
|
1
|
0.01%
|
Reduced
|
|
|
2010
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$25K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2011
|
MYDA Advisors
Woodmere,
New York
|
$24K
|
+$23.8K
|
1
|
0.01%
|
New
|
|
|
2012
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2013
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2014
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2015
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$19K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2016
|
Coyle Financial Counsel
Glenview,
Illinois
|
$18K
|
+$16.1K
|
5
|
0.02%
|
New
|
|
|
2017
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$18K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2018
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2019
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$17K
|
-$15K
|
1
|
0%
|
Reduced
|
|
|
2020
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2021
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2022
|
Watermark Asset Management
San Ramon,
California
|
$17K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2023
|
Altshuler Shaham
Tel Aviv,
Israel
|
$16K
|
-$53.9K
|
4
|
0%
|
Reduced
|
|
|
2024
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$16K
|
-$45.5K
|
1
|
0.02%
|
Reduced
|
|
|
2025
|
Winch Advisory Services
Appleton,
Wisconsin
|
$16K
|
-$603
|
2
|
0.01%
|
Reduced
|
|