|
2001
|
Institute for Wealth Management
Denver,
Colorado
|
$24K
|
+$25K
|
1
|
0.02%
|
New
|
|
|
2002
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$21K
|
+$22.2K
|
1
|
0.01%
|
New
|
|
|
2003
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$20.8K
|
+$20.6K
|
1
|
0.01%
|
New
|
|
|
2004
|
CapWealth Advisors
Franklin,
Tennessee
|
$16K
|
+$16.8K
|
2
|
0%
|
New
|
|
|
2005
|
Payden & Rygel
Los Angeles,
California
|
$14K
|
+$14.8K
|
1
|
0.01%
|
New
|
|
|
2006
|
JBF Capital
Aspen,
Colorado
|
$12K
|
+$13.7K
|
1
|
0%
|
New
|
|
|
2007
|
Financial Management Professionals
Austin,
Texas
|
$11K
|
+$10.1K
|
2
|
0.01%
|
New
|
|
|
2008
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8K
|
+$8.11K
|
1
|
0%
|
New
|
|
|
2009
|
Tortoise Investment Management
White Plains,
New York
|
$8K
|
+$7.82K
|
2
|
0.01%
|
New
|
|
|
2010
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$8K
|
+$6.47K
|
1
|
0%
|
New
|
|
|
2011
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$7K
|
+$7.59K
|
4
|
0%
|
New
|
|
|
2012
|
Macroview Investment Management
Bethesda,
Maryland
|
$6K
|
+$6.21K
|
2
|
0.01%
|
New
|
|
|
2013
|
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
$3K
|
+$2.96K
|
1
|
0%
|
New
|
|
|
2014
|
FBR & Co
Arlington,
Virginia
|
$3K
|
+$2.75K
|
1
|
0%
|
New
|
|
|
2015
|
Echo Point Investment Management
W. Conshohocken,
Pennsylvania
|
$2K
|
+$1.8K
|
1
|
0.01%
|
New
|
|
|
2016
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2K
|
+$2.1K
|
1
|
0%
|
New
|
|
|
2017
|
LifePlan Financial Group
Dayton,
Ohio
|
$0
|
+$102
|
1
|
0%
|
New
|
|