|
2001
|
Bouchey Financial Group
Troy,
New York
|
$201K
|
+$184K
|
1
|
0.03%
|
New
|
|
|
2002
|
Advisor OS
Chicago,
Illinois
|
$200K
|
-$227K
|
1
|
0.05%
|
Reduced
|
|
|
2003
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$200K
|
+$182K
|
1
|
0.12%
|
New
|
|
|
2004
|
TAP Consulting
Kirkwood,
Missouri
|
$200K
|
+$183K
|
1
|
0.07%
|
New
|
|
|
2005
|
HC Financial Advisors
Lafayette,
California
|
$197K
|
$0
|
2
|
0.13%
|
Maintained
|
|
|
2006
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$195K
|
+$178K
|
1
|
0.11%
|
New
|
|
|
2007
|
Raffa Wealth Management
Washington,
District of Columbia
|
$195K
|
+$1.81K
|
1
|
0.07%
|
Increased
|
|
|
2008
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$190K
|
-$14.8K
|
1
|
0.08%
|
Reduced
|
|
|
2009
|
Asahi Life Asset Management
Tokyo,
Japan
|
$189K
|
+$34.8K
|
1
|
0.02%
|
Increased
|
|
|
2010
|
Allworth Financial
Folsom,
California
|
$182K
|
+$53.2K
|
1
|
0%
|
Increased
|
|
|
2011
|
Barrett Asset Management
New York
|
$182K
|
+$37.6K
|
1
|
0.01%
|
Increased
|
|
|
2012
|
Matthew Hamilton Rosenberg
|
$181K
|
-$9.75K
|
1
|
0.11%
|
Reduced
|
|
|
2013
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$173K
|
+$15.5K
|
1
|
0.09%
|
Increased
|
|
|
2014
|
Defined Wealth Management
Beaverton,
Oregon
|
$170K
|
+$155K
|
1
|
0.17%
|
New
|
|
|
2015
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$169K
|
+$151K
|
1
|
0.05%
|
Increased
|
|
|
2016
|
First Financial Corp
Terre Haute,
Indiana
|
$168K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2017
|
IMA Advisory Services
Denver,
Colorado
|
$168K
|
+$18.8K
|
1
|
0.05%
|
Increased
|
|
|
2018
|
Pflug Koory
Omaha,
Nebraska
|
$168K
|
-$96.1K
|
1
|
0.1%
|
Reduced
|
|
|
2019
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$167K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2020
|
Gradient Investments
Arden Hills,
Minnesota
|
$166K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2021
|
Hartford Financial Management
Hartford,
Connecticut
|
$165K
|
+$139
|
1
|
0.04%
|
Increased
|
|
|
2022
|
Ashburton (Jersey)
St Helier,
Jersey
|
$160K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2023
|
Leelyn Smith
Geneva,
Illinois
|
$155K
|
-$20.9K
|
1
|
0.05%
|
Reduced
|
|
|
2024
|
Manchester Financial
Westlake Village,
California
|
$152K
|
-$3.2K
|
1
|
0.09%
|
Reduced
|
|
|
2025
|
Park Circle Company
Baltimore,
Maryland
|
$152K
|
$0
|
1
|
0.14%
|
Maintained
|
|