|
2001
|
Delphi Private Advisors
San Diego,
California
|
$81K
|
+$1.46K
|
4
|
0.14%
|
Increased
|
|
|
2002
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$72K
|
+$48.2K
|
6
|
0.03%
|
Increased
|
|
|
2003
|
AllSquare Wealth Management
Albany,
New York
|
$72K
|
$0
|
4
|
0.07%
|
Maintained
|
|
|
2004
|
Cowen Prime Advisors
New York
|
$71K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2005
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$71K
|
+$426
|
2
|
0.06%
|
Increased
|
|
|
2006
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$68K
|
-$5.44K
|
2
|
0.03%
|
Reduced
|
|
|
2007
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$65K
|
+$4.89K
|
3
|
0.03%
|
Increased
|
|
|
2008
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$64K
|
-$648K
|
2
|
0.02%
|
Reduced
|
|
|
2009
|
Vigilant Capital Management
Portland,
Maine
|
$64K
|
+$13.3K
|
2
|
0.01%
|
Increased
|
|
|
2010
|
Sunnymeath Asset Management
Red Bank,
New Jersey
|
$62K
|
-$23K
|
1
|
0.14%
|
Reduced
|
|
|
2011
|
NCM Capital Management Group
Durham,
North Carolina
|
$58K
|
$0
|
1
|
0.7%
|
Maintained
|
|
|
2012
|
D. Scott Neal
Lexington,
Kentucky
|
$51K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2013
|
Lenox Wealth Advisors
New York
|
$51K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2014
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$45K
|
+$30.4K
|
2
|
0.02%
|
Increased
|
|
|
2015
|
Ruggie Capital Group
Tavares,
Florida
|
$44K
|
+$1.78K
|
2
|
0.04%
|
Increased
|
|
|
2016
|
Gradient Investments
Arden Hills,
Minnesota
|
$41K
|
-$38.6K
|
3
|
0%
|
Reduced
|
|
|
2017
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$41K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2018
|
ETF Managers Group
Summit,
New Jersey
|
$39K
|
+$38.9K
|
1
|
0.08%
|
New
|
|
|
2019
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$39K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2020
|
IKOS CIF
Limassol,
Cyprus
|
$39K
|
-$55.4K
|
2
|
0.23%
|
Reduced
|
|
|
2021
|
New York Life Trust
New York
|
$38K
|
+$26.5K
|
1
|
0.19%
|
Increased
|
|
|
2022
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$37K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2023
|
Integrated Wealth Counsel
Carmel,
California
|
$35K
|
+$34.6K
|
2
|
0.07%
|
New
|
|
|
2024
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$35K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2025
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$34K
|
+$24.1K
|
1
|
0%
|
New
|
|