|
2001
|
GW&K Investment Management
Boston,
Massachusetts
|
$104K
|
-$107K
|
1
|
0%
|
Reduced
|
|
|
2002
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$103K
|
-$89.2K
|
1
|
0.01%
|
Reduced
|
|
|
2003
|
Swiss Re
Zurich,
Switzerland
|
$102K
|
+$51.8K
|
1
|
0.01%
|
Increased
|
|
|
2004
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$101K
|
-$84.6K
|
1
|
0%
|
Reduced
|
|
|
2005
|
Wolff Wiese Magana
Carslbad,
California
|
$100K
|
-$38.3K
|
2
|
0.05%
|
Reduced
|
|
|
2006
|
Dorato Capital Management
Denver,
Colorado
|
$100K
|
-$98.8K
|
1
|
0.07%
|
Reduced
|
|
|
2007
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$98K
|
-$99.1K
|
2
|
0.01%
|
Reduced
|
|
|
2008
|
Cheviot Value Management
Beverly Hills,
California
|
$96.7K
|
-$87K
|
1
|
0.01%
|
Reduced
|
|
|
2009
|
Anchor Investment Management
Columbia,
South Carolina
|
$94.3K
|
-$119K
|
1
|
0.01%
|
Reduced
|
|
|
2010
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$92.5K
|
-$92.6K
|
1
|
0.08%
|
Reduced
|
|
|
2011
|
Centerpoint Advisors
Needham,
Massachusetts
|
$92K
|
-$74.5K
|
2
|
0.03%
|
Reduced
|
|
|
2012
|
Lodestone Wealth Management
Spokane,
Washington
|
$90.9K
|
-$118K
|
1
|
0.03%
|
Reduced
|
|
|
2013
|
Addison Advisors
Middlebury,
Vermont
|
$90.8K
|
-$118K
|
2
|
0.04%
|
Reduced
|
|
|
2014
|
Investors Portfolio Services
Puyallup,
Washington
|
$90.2K
|
-$88.2K
|
2
|
0.07%
|
Reduced
|
|
|
2015
|
Curat Global
Springfield,
New Hampshire
|
$89.6K
|
-$89.2K
|
1
|
0.07%
|
Reduced
|
|
|
2016
|
Mosley Wealth Management
Anaheim,
California
|
$89.3K
|
+$56.2K
|
1
|
0.03%
|
Increased
|
|
|
2017
|
Westpac Banking Corp
Sydney,
Australia
|
$89.1K
|
-$59.6K
|
1
|
0.01%
|
Reduced
|
|
|
2018
|
Rakuten Securities
Tokyo,
Japan
|
$88.6K
|
-$68.1K
|
1
|
0.02%
|
Reduced
|
|
|
2019
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$88K
|
-$72.1K
|
1
|
0.05%
|
Reduced
|
|
|
2020
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$87.8K
|
-$87.7K
|
1
|
0.01%
|
Reduced
|
|
|
2021
|
Creative Financial Designs
Kokomo,
Indiana
|
$84K
|
-$78.5K
|
1
|
0%
|
Reduced
|
|
|
2022
|
Knuff & Co
Foster City,
California
|
$84K
|
+$47.5K
|
1
|
0.02%
|
Increased
|
|
|
2023
|
Paladin Advisory Group
Clive,
Iowa
|
$83.7K
|
-$84.1K
|
1
|
0.06%
|
Reduced
|
|
|
2024
|
High Note Wealth
Deephaven,
Minnesota
|
$83.3K
|
-$89.2K
|
1
|
0.01%
|
Reduced
|
|
|
2025
|
Downshift Financial
Boulder,
Colorado
|
$80.6K
|
+$80.3K
|
1
|
0.04%
|
New
|
|