|
2001
|
Rothschild Capital Partners
New York
|
$633K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2002
|
Pecaut & Co
Sioux City,
Iowa
|
$633K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2003
|
Birch Financial Group
Keene,
New Hampshire
|
$632K
|
$0
|
1
|
0.32%
|
Maintained
|
|
|
2004
|
Armis Advisers
Atlanta,
Georgia
|
$630K
|
-$3.23K
|
2
|
0.06%
|
Reduced
|
|
|
2005
|
Crumly & Associates
Springfield,
Illinois
|
$628K
|
+$1.88K
|
1
|
0.12%
|
Increased
|
|
|
2006
|
WBI Investments
Red Bank,
New Jersey
|
$627K
|
-$3.08M
|
1
|
0.16%
|
Reduced
|
|
|
2007
|
TIAA-CREF Individual & Institutional Services
New York
|
$625K
|
-$33.1K
|
2
|
0%
|
Reduced
|
|
|
2008
|
Southland Equity Partners
Wildwood,
Missouri
|
$618K
|
+$511K
|
1
|
0.11%
|
New
|
|
|
2009
|
Bay Colony Advisors
Concord,
Massachusetts
|
$618K
|
-$13.6K
|
2
|
0.07%
|
Reduced
|
|
|
2010
|
Kemnay Advisory Services
New York
|
$617K
|
-$217K
|
22
|
0.08%
|
Reduced
|
|
|
2011
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$614K
|
-$199K
|
1
|
0.02%
|
Reduced
|
|
|
2012
|
M Wealth Management LLC
San Diego,
California
|
$613K
|
+$691K
|
1
|
0.48%
|
New
|
|
|
2013
|
Nemes Rush Group
Novi,
Michigan
|
$613K
|
+$27.9K
|
6
|
0.05%
|
Increased
|
|
|
2014
|
McLaughlin Asset Management
Danville,
Illinois
|
$611K
|
-$18.4K
|
1
|
0.42%
|
Reduced
|
|
|
2015
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$610K
|
+$44.3K
|
2
|
0.02%
|
Increased
|
|
|
2016
|
Landmark Wealth Management (New York)
Melville,
New York
|
$610K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2017
|
Alpha Family Trust
Los Angeles,
California
|
$608K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
2018
|
SimplyRich
Carlsbad,
California
|
$607K
|
-$201K
|
2
|
0.14%
|
Reduced
|
|
|
2019
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$607K
|
-$969K
|
2
|
0.04%
|
Reduced
|
|
|
2020
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$602K
|
+$30.9K
|
1
|
0.15%
|
Increased
|
|
|
2021
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$602K
|
-$68.8K
|
1
|
0.13%
|
Reduced
|
|
|
2022
|
Cromwell Holdings
Jackson,
Wyoming
|
$600K
|
+$38.9K
|
7
|
0.27%
|
Increased
|
|
|
2023
|
TKG Advisors
Valparaiso,
Indiana
|
$594K
|
+$321K
|
1
|
0.21%
|
Increased
|
|
|
2024
|
McGowan Group Asset Management
Dallas,
Texas
|
$594K
|
+$63K
|
3
|
0.07%
|
Increased
|
|
|
2025
|
Spinnaker Trust
Portland,
Maine
|
$594K
|
$0
|
1
|
0.03%
|
Maintained
|
|