|
2001
|
Ramirez Asset Management
New York
|
$80.7K
|
+$81K
|
1
|
0.01%
|
New
|
|
|
2002
|
Wiser Advisor Group
Phoenix,
Arizona
|
$80K
|
+$81K
|
2
|
0.1%
|
New
|
|
|
2003
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$79.8K
|
+$5.64K
|
1
|
0.03%
|
Increased
|
|
|
2004
|
Raffa Wealth Management
Washington,
District of Columbia
|
$74.6K
|
-$285
|
2
|
0.01%
|
Reduced
|
|
|
2005
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$74.2K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2006
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$73.9K
|
-$2.92K
|
2
|
0.03%
|
Reduced
|
|
|
2007
|
Banque de Luxembourg
Luxembourg
|
$73.4K
|
-$16K
|
1
|
0.04%
|
Reduced
|
|
|
2008
|
Abound Wealth Management
Franklin,
Tennessee
|
$73K
|
+$34.2K
|
2
|
0.02%
|
Increased
|
|
|
2009
|
Salomon & Ludwin
Richmond,
Virginia
|
$71.9K
|
+$50.8K
|
2
|
0.01%
|
Increased
|
|
|
2010
|
Berbice Capital Management
Melville,
New York
|
$70.9K
|
+$5.09K
|
1
|
0.04%
|
Increased
|
|
|
2011
|
Elevation Wealth Partners
Santa Rosa,
California
|
$69.8K
|
+$13K
|
2
|
0.03%
|
Increased
|
|
|
2012
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$69.3K
|
+$25.9K
|
2
|
0%
|
Increased
|
|
|
2013
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$68.2K
|
+$69.4K
|
2
|
0.02%
|
New
|
|
|
2014
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$68.2K
|
+$68.5K
|
1
|
0.01%
|
New
|
|
|
2015
|
Orion Capital Management
Coronado,
California
|
$67.6K
|
+$13.2K
|
3
|
0.02%
|
Increased
|
|
|
2016
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$67.6K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2017
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$67.5K
|
-$8.48K
|
1
|
0.03%
|
Reduced
|
|
|
2018
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$67.1K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2019
|
|
$67.1K
|
+$70.5K
|
1
|
0.01%
|
New
|
|
|
2020
|
Birch Capital Management
Dallas,
Texas
|
$66.4K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2021
|
AllSquare Wealth Management
Albany,
New York
|
$66.4K
|
+$3.39K
|
2
|
0.04%
|
Increased
|
|
|
2022
|
Cloud Capital Management
Seattle,
Washington
|
$66K
|
+$69.3K
|
3
|
0.03%
|
New
|
|
|
2023
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$65.7K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2024
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$63.1K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2025
|
Financial Life Planners
Tempe,
Arizona
|
$62.7K
|
+$63.6K
|
2
|
0.04%
|
New
|
|