|
2001
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$35K
|
-$18K
|
1
|
0.03%
|
Reduced
|
|
|
2002
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$34K
|
+$3.54K
|
2
|
0.02%
|
Increased
|
|
|
2003
|
Fort Point Capital Partners
San Francisco,
California
|
$33K
|
+$29.5K
|
1
|
0.01%
|
New
|
|
|
2004
|
Crewe Advisors
Salt Lake City,
Utah
|
$31K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2005
|
WESPAC Advisors SoCal
Pasadena,
California
|
$30K
|
+$30.7K
|
2
|
0.02%
|
New
|
|
|
2006
|
Hoertkorn Richard Charles
|
$29K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2007
|
Private Ocean
San Rafael,
California
|
$29K
|
-$103K
|
1
|
0.01%
|
Reduced
|
|
|
2008
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$27K
|
-$350K
|
3
|
0%
|
Reduced
|
|
|
2009
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$26.2K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2010
|
Altshuler Shaham
Tel Aviv,
Israel
|
$25K
|
+$8.63K
|
1
|
0%
|
Increased
|
|
|
2011
|
Arax Advisory Partners
Denver,
Colorado
|
$25K
|
-$6.48K
|
4
|
0.01%
|
Reduced
|
|
|
2012
|
Nelson Capital Management
Menlo Park,
California
|
$25K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2013
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$25K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2014
|
Winthrop Partners - WNY
Buffalo,
New York
|
$24.1K
|
-$60K
|
2
|
0.02%
|
Reduced
|
|
|
2015
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$24K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2016
|
MHI Funds
Woodstock,
New York
|
$22K
|
-$101K
|
1
|
0.02%
|
Reduced
|
|
|
2017
|
Price Wealth
Austin,
Texas
|
$22K
|
-$68K
|
1
|
0.01%
|
Reduced
|
|
|
2018
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2019
|
JBF Capital
Aspen,
Colorado
|
$20K
|
-$385K
|
1
|
0%
|
Reduced
|
|
|
2020
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19K
|
-$1.93M
|
3
|
0%
|
Reduced
|
|
|
2021
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$19K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2022
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$18K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2023
|
Watermark Asset Management
San Ramon,
California
|
$18K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2024
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2025
|
Bramshill Investments
Naples,
Florida
|
$16K
|
+$15.2K
|
1
|
0%
|
New
|
|