|
2001
|
New Capital Management
Houston,
Texas
|
$84K
|
+$82.8K
|
2
|
0.12%
|
New
|
|
|
2002
|
Segantii Capital Management
Hong Kong
|
$83K
|
+$66.1K
|
2
|
0.02%
|
New
|
|
|
2003
|
Integrated Wealth Counsel
Carmel,
California
|
$79K
|
$0
|
2
|
0.17%
|
Maintained
|
|
|
2004
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$79K
|
-$8.06K
|
6
|
0.03%
|
Reduced
|
|
|
2005
|
Tradewinds Capital Management
Bellingham,
Washington
|
$79K
|
-$928
|
5
|
0.05%
|
Reduced
|
|
|
2006
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$76K
|
+$439
|
6
|
0.07%
|
Increased
|
|
|
2007
|
C-J Advisory
San Jose,
California
|
$75K
|
$0
|
3
|
0.07%
|
Maintained
|
|
|
2008
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$73K
|
$0
|
3
|
0.07%
|
Maintained
|
|
|
2009
|
Pacific Center for Financial Services
San Ramon,
California
|
$73K
|
+$71.8K
|
3
|
0.06%
|
New
|
|
|
2010
|
Legato Capital Management
San Francisco,
California
|
$71.8K
|
+$67.3K
|
1
|
1.3%
|
New
|
|
|
2011
|
Arax Advisory Partners
Denver,
Colorado
|
$70K
|
+$69.2K
|
4
|
0.04%
|
New
|
|
|
2012
|
D'Orazio & Associates
Falls Church,
Virginia
|
$68K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2013
|
Glassman Wealth Services
Vienna,
Virginia
|
$68K
|
+$26.8K
|
3
|
0.05%
|
Increased
|
|
|
2014
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$66K
|
+$44.1K
|
1
|
0.06%
|
Increased
|
|
|
2015
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$59K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
2016
|
Tarbox Family Office
Newport Beach,
California
|
$58K
|
-$544
|
7
|
0.03%
|
Reduced
|
|
|
2017
|
Creative Financial Designs
Kokomo,
Indiana
|
$57K
|
+$58.3K
|
5
|
0.05%
|
New
|
|
|
2018
|
MU Investments Company
Tokyo,
Japan
|
$57K
|
-$30.2K
|
1
|
0.04%
|
Reduced
|
|
|
2019
|
Stanford Investment Group
Mountain View,
California
|
$57K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
2020
|
|
$55K
|
+$53.1K
|
1
|
0.93%
|
New
|
|
|
2021
|
Apriem Advisors
Irvine,
California
|
$54K
|
+$3.84K
|
6
|
0.02%
|
Increased
|
|
|
2022
|
Davidson Investment Advisors
Great Falls,
Montana
|
$54K
|
-$15.5K
|
2
|
0.01%
|
Reduced
|
|
|
2023
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$54K
|
+$17.3K
|
4
|
0.03%
|
Increased
|
|
|
2024
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$53K
|
+$52.3K
|
1
|
0%
|
New
|
|
|
2025
|
Sonora Investment Management
Tucson,
Arizona
|
$53K
|
+$31.9K
|
3
|
0.01%
|
Increased
|
|