|
2001
|
20/20 Capital Management
Costa Mesa,
California
|
$202K
|
+$190K
|
1
|
0.06%
|
New
|
|
|
2002
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$202K
|
+$190K
|
1
|
0.02%
|
New
|
|
|
2003
|
Keebeck Wealth Management
Chicago,
Illinois
|
$202K
|
+$190K
|
1
|
0.03%
|
New
|
|
|
2004
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$201K
|
-$16.8K
|
1
|
0.06%
|
Reduced
|
|
|
2005
|
Altshuler Shaham
Tel Aviv,
Israel
|
$200K
|
+$188K
|
1
|
0%
|
New
|
|
|
2006
|
Balentine LLC
Atlanta,
Georgia
|
$200K
|
+$188K
|
1
|
0.01%
|
New
|
|
|
2007
|
|
$200K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2008
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$200K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2009
|
Platinum Investment Management
Sydney Australia 2000,
Australia
|
$199K
|
+$18.9K
|
1
|
0%
|
Increased
|
|
|
2010
|
Perennial Advisors
New York
|
$198K
|
+$153K
|
2
|
0.06%
|
Increased
|
|
|
2011
|
Private Ocean
San Rafael,
California
|
$197K
|
-$19.1K
|
1
|
0.04%
|
Reduced
|
|
|
2012
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$193K
|
+$181K
|
1
|
0.12%
|
New
|
|
|
2013
|
Steph & Co
Marinette,
Wisconsin
|
$192K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2014
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$189K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2015
|
First National Bank of South Miami
South Miami,
Florida
|
$187K
|
+$49.5K
|
1
|
0.14%
|
Increased
|
|
|
2016
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$184K
|
-$24.9K
|
1
|
0.14%
|
Reduced
|
|
|
2017
|
Financial Management Professionals
Austin,
Texas
|
$183K
|
+$11.4K
|
1
|
0.05%
|
Increased
|
|
|
2018
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$182K
|
+$78.9K
|
1
|
0.07%
|
Increased
|
|
|
2019
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$179K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2020
|
Johnson Midwest Financial
Glidden,
Iowa
|
$179K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
2021
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$176K
|
+$2.15K
|
1
|
0.04%
|
Increased
|
|
|
2022
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$172K
|
+$21.7K
|
1
|
0.05%
|
Increased
|
|
|
2023
|
Creative Financial Designs
Kokomo,
Indiana
|
$171K
|
-$1.2K
|
1
|
0.03%
|
Reduced
|
|
|
2024
|
Lenox Wealth Advisors
New York
|
$169K
|
+$11.1K
|
1
|
0.02%
|
Increased
|
|
|
2025
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$167K
|
+$8.14K
|
1
|
0.12%
|
Increased
|
|