|
2001
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$206K
|
+$195K
|
1
|
0.01%
|
New
|
|
|
2002
|
Bridgewater Advisors
New York
|
$206K
|
+$3.63K
|
1
|
0.01%
|
Increased
|
|
|
2003
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$205K
|
+$192K
|
1
|
0.03%
|
New
|
|
|
2004
|
Empirical Wealth Management
Seattle,
Washington
|
$204K
|
-$85.3K
|
1
|
0%
|
Reduced
|
|
|
2005
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$204K
|
+$187K
|
1
|
0.02%
|
New
|
|
|
2006
|
PGIM Custom Harvest
Newark,
New Jersey
|
$203K
|
+$193K
|
1
|
0%
|
New
|
|
|
2007
|
Capital Investment Advisors
Atlanta,
Georgia
|
$203K
|
+$123
|
1
|
0%
|
Increased
|
|
|
2008
|
Royal Palms Capital
Whitefish,
Montana
|
$202K
|
+$160K
|
1
|
0.18%
|
New
|
|
|
2009
|
Alesco Advisors
Pittsford,
New York
|
$202K
|
+$185K
|
1
|
0%
|
New
|
|
|
2010
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$202K
|
+$185K
|
1
|
0.02%
|
New
|
|
|
2011
|
|
$202K
|
+$171K
|
1
|
0.01%
|
New
|
|
|
2012
|
NorthRock Partners
Minneapolis,
Minnesota
|
$201K
|
-$128K
|
1
|
0%
|
Reduced
|
|
|
2013
|
SP Asset Management
Cupertino,
California
|
$200K
|
+$190K
|
1
|
0.02%
|
New
|
|
|
2014
|
SMART Wealth
Omaha,
Nebraska
|
$200K
|
+$183K
|
1
|
0.04%
|
New
|
|
|
2015
|
Gibson Capital
Wexford,
Pennsylvania
|
$200K
|
+$183K
|
1
|
0.03%
|
New
|
|
|
2016
|
Harmony Asset Management
Scottsdale,
Arizona
|
$200K
|
+$183K
|
1
|
0.05%
|
New
|
|
|
2017
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$200K
|
+$183K
|
1
|
0.02%
|
New
|
|
|
2018
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$200K
|
+$183K
|
1
|
0.08%
|
New
|
|
|
2019
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$199K
|
+$5.14K
|
5
|
0.06%
|
Increased
|
|
|
2020
|
Interval Partners
New York
|
$198K
|
+$148K
|
1
|
0.01%
|
New
|
|
|
2021
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$196K
|
+$83.8K
|
3
|
0%
|
Increased
|
|
|
2022
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$190K
|
+$142K
|
1
|
0.15%
|
New
|
|
|
2023
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$186K
|
-$12.6K
|
1
|
0.02%
|
Reduced
|
|
|
2024
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$181K
|
-$107K
|
2
|
0.05%
|
Reduced
|
|
|
2025
|
Morse Asset Management
Darien,
Connecticut
|
$178K
|
+$67.3K
|
2
|
0.03%
|
Increased
|
|