|
2001
|
Berger Financial Group
Plymouth,
Minnesota
|
$3.22M
|
-$994K
|
3
|
0.16%
|
Reduced
|
|
|
2002
|
ticino wealth
Mission Viejo,
California
|
$3.21M
|
-$1.5M
|
4
|
1.01%
|
Reduced
|
|
|
2003
|
Henry James International Management
New York
|
$3.21M
|
$0
|
1
|
0.96%
|
Maintained
|
|
|
2004
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$3.2M
|
-$3.64M
|
4
|
0.28%
|
Reduced
|
|
|
2005
|
Sivia Capital Partners
Mill Valley,
California
|
$3.2M
|
-$1.54M
|
4
|
0.39%
|
Reduced
|
|
|
2006
|
Sterling Investment Counsel
Buffalo,
New York
|
$3.2M
|
+$110K
|
2
|
0.75%
|
Increased
|
|
|
2007
|
Advisor OS
Chicago,
Illinois
|
$3.19M
|
-$280K
|
6
|
0.21%
|
Reduced
|
|
|
2008
|
Fortis Group Advisors
Westwood,
New Jersey
|
$3.19M
|
+$4.91K
|
7
|
0.51%
|
Increased
|
|
|
2009
|
Montecito Bank & Trust
Santa Barbara,
California
|
$3.18M
|
-$864K
|
3
|
0.48%
|
Reduced
|
|
|
2010
|
|
$3.18M
|
+$2.87M
|
2
|
0.74%
|
New
|
|
|
2011
|
Stablepoint Partners
Braintree,
Massachusetts
|
$3.18M
|
-$502K
|
2
|
0.44%
|
Reduced
|
|
|
2012
|
Eurizon SLJ Capital
London,
|
$3.17M
|
-$761K
|
2
|
1.17%
|
Reduced
|
|
|
2013
|
Kurv Investment Management
San Francisco,
California
|
$3.17M
|
-$1.35M
|
1
|
1.91%
|
Reduced
|
|
|
2014
|
Autumn Glory Partners
Dallas,
Texas
|
$3.17M
|
+$1.54M
|
3
|
0.9%
|
Increased
|
|
|
2015
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$3.16M
|
-$1.88M
|
2
|
1.42%
|
Reduced
|
|
|
2016
|
Empire Financial Management Company
New York
|
$3.15M
|
-$9.43M
|
2
|
1.25%
|
Reduced
|
|
|
2017
|
Woodson Capital Management
Greenwich,
Connecticut
|
$3.15M
|
+$2.19M
|
1
|
0.53%
|
Increased
|
|
|
2018
|
Wellington Shields Capital Management
New York
|
$3.13M
|
+$516K
|
5
|
0.4%
|
Increased
|
|
|
2019
|
Balance Capital Partners
New York
|
$3.12M
|
+$2.46M
|
1
|
2.24%
|
New
|
|
|
2020
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$3.12M
|
-$3.03M
|
1
|
0.36%
|
Reduced
|
|
|
2021
|
Abacus FCF Advisors
Orlando,
Florida
|
$3.11M
|
+$3.52M
|
1
|
0.57%
|
New
|
|
|
2022
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.1M
|
-$458K
|
5
|
0.08%
|
Reduced
|
|
|
2023
|
WealthShield Partners
Cary,
North Carolina
|
$3.1M
|
-$246K
|
1
|
0.47%
|
Reduced
|
|
|
2024
|
XXI Wealth LLC
Chicago,
Illinois
|
$3.09M
|
-$225K
|
1
|
1.42%
|
Reduced
|
|
|
2025
|
RS Crum Inc
Newport Beach,
California
|
$3.08M
|
+$1.2K
|
2
|
0.58%
|
Increased
|
|