|
2001
|
Cedar Wealth Management
Walnut Creek,
California
|
$406K
|
+$38.2K
|
2
|
0.24%
|
Increased
|
|
|
2002
|
Arcus Capital Partners
Atlanta,
Georgia
|
$405K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2003
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$405K
|
+$282K
|
2
|
0.21%
|
Increased
|
|
|
2004
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$404K
|
-$12.3K
|
1
|
0.26%
|
Reduced
|
|
|
2005
|
Denver PWM
Denver,
Colorado
|
$403K
|
+$375K
|
1
|
0.32%
|
New
|
|
|
2006
|
Rikoon Group
Santa Fe,
New Mexico
|
$399K
|
+$379K
|
1
|
0.17%
|
New
|
|
|
2007
|
GeoSphere Capital Management
Miami Beach,
Florida
|
$398K
|
-$1.09M
|
1
|
1.05%
|
Reduced
|
|
|
2008
|
SVA Wealth Management
Madison,
Wisconsin
|
$391K
|
+$372K
|
1
|
0.05%
|
New
|
|
|
2009
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$390K
|
+$36.7K
|
1
|
0.16%
|
Increased
|
|
|
2010
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$390K
|
+$101K
|
7
|
0.2%
|
Increased
|
|
|
2011
|
Rench Wealth Management
Denton,
Texas
|
$387K
|
+$1.18K
|
1
|
0.27%
|
Increased
|
|
|
2012
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$382K
|
+$124K
|
3
|
0.59%
|
Increased
|
|
|
2013
|
IMS Capital Management
Portland,
Oregon
|
$379K
|
+$361K
|
1
|
0.24%
|
New
|
|
|
2014
|
Timber Hill
Greenwich,
Connecticut
|
$378K
|
-$117K
|
1
|
0.04%
|
Reduced
|
|
|
2015
|
WealthTrust Fairport
Cleveland,
Ohio
|
$378K
|
+$360K
|
1
|
0.04%
|
New
|
|
|
2016
|
RFG Advisory
Birmingham,
Alabama
|
$377K
|
+$3.67K
|
1
|
0.23%
|
Increased
|
|
|
2017
|
Point72 Hong Kong
Hong Kong
|
$376K
|
+$307K
|
8
|
0.27%
|
Increased
|
|
|
2018
|
REDW Wealth
Albuquerque,
New Mexico
|
$376K
|
+$358K
|
1
|
0.31%
|
New
|
|
|
2019
|
SFMG Wealth Advisors
Plano,
Texas
|
$376K
|
+$358K
|
1
|
0.07%
|
New
|
|
|
2020
|
Westport Asset Management
Southport,
Connecticut
|
$376K
|
$0
|
1
|
0.28%
|
Maintained
|
|
|
2021
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$375K
|
+$357K
|
1
|
0.15%
|
New
|
|
|
2022
|
Fort Point Capital Partners
San Francisco,
California
|
$373K
|
+$355K
|
1
|
0.18%
|
New
|
|
|
2023
|
Torch Wealth Management
Cincinnati,
Ohio
|
$372K
|
-$2.02K
|
1
|
0.24%
|
Reduced
|
|
|
2024
|
Darwin Wealth Management
Tampa,
Florida
|
$368K
|
-$1.62M
|
1
|
0.36%
|
Reduced
|
|
|
2025
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$367K
|
-$15.7M
|
2
|
0.04%
|
Reduced
|
|