|
2001
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$176K
|
-$21.5K
|
1
|
0.03%
|
Reduced
|
|
|
2002
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$176K
|
-$17.6K
|
1
|
0.03%
|
Reduced
|
|
|
2003
|
Barrett Asset Management
New York
|
$171K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2004
|
Wolverine Asset Management
Chicago,
Illinois
|
$169K
|
+$82.9K
|
1
|
0%
|
Increased
|
|
|
2005
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$165K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2006
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$165K
|
-$107K
|
1
|
0.12%
|
Reduced
|
|
|
2007
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$164K
|
-$1.76K
|
1
|
0.07%
|
Reduced
|
|
|
2008
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$164K
|
+$270
|
1
|
0.05%
|
Increased
|
|
|
2009
|
Better Money Decisions
Santa Fe,
New Mexico
|
$160K
|
+$676
|
1
|
0.14%
|
Increased
|
|
|
2010
|
IMA Advisory Services
Denver,
Colorado
|
$159K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2011
|
Johnson Midwest Financial
Glidden,
Iowa
|
$159K
|
+$270
|
1
|
0.16%
|
Increased
|
|
|
2012
|
Pflug Koory
Omaha,
Nebraska
|
$157K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2013
|
First Financial Corp
Terre Haute,
Indiana
|
$156K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2014
|
McIlrath & Eck
Arlington,
Washington
|
$156K
|
+$30.5K
|
1
|
0.05%
|
Increased
|
|
|
2015
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$154K
|
-$44.5K
|
1
|
0.03%
|
Reduced
|
|
|
2016
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$152K
|
-$274K
|
1
|
0.04%
|
Reduced
|
|
|
2017
|
West Branch Capital
Amherst,
Massachusetts
|
$151K
|
+$143K
|
1
|
0.07%
|
New
|
|
|
2018
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$149K
|
+$10.8K
|
1
|
0.07%
|
Increased
|
|
|
2019
|
Leelyn Smith
Geneva,
Illinois
|
$146K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2020
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$145K
|
+$3.79K
|
1
|
0.02%
|
Increased
|
|
|
2021
|
Montanaro Asset Management
London,
United Kingdom
|
$144K
|
+$134K
|
1
|
0.02%
|
New
|
|
|
2022
|
Field & Main Bank
Henderson,
Kentucky
|
$143K
|
+$16.9K
|
1
|
0.09%
|
Increased
|
|
|
2023
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$143K
|
+$946
|
1
|
0.05%
|
New
|
|
|
2024
|
First Horizon Corporation
Memphis,
Tennessee
|
$140K
|
+$4.46K
|
1
|
0.01%
|
Increased
|
|
|
2025
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$139K
|
+$29.7K
|
1
|
0.07%
|
Increased
|
|