|
2001
|
CAAS Capital Management
New York
|
$129K
|
-$4.82M
|
1
|
0%
|
Reduced
|
|
|
2002
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$129K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2003
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$125K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2004
|
TFC Financial Management
Boston,
Massachusetts
|
$124K
|
+$284
|
1
|
0.04%
|
Increased
|
|
|
2005
|
First Mercantile Trust
Cordova,
Tennessee
|
$123K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2006
|
McIlrath & Eck
Arlington,
Washington
|
$123K
|
-$19.2K
|
1
|
0.04%
|
Reduced
|
|
|
2007
|
Activest Wealth Management
Aventure,
Florida
|
$122K
|
+$57.6K
|
1
|
0.08%
|
Increased
|
|
|
2008
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$121K
|
-$14.2K
|
1
|
0.06%
|
Reduced
|
|
|
2009
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$121K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2010
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$119K
|
-$22K
|
1
|
0.03%
|
Reduced
|
|
|
2011
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$116K
|
-$114K
|
1
|
0.03%
|
Reduced
|
|
|
2012
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$115K
|
-$2.07K
|
2
|
0.04%
|
Reduced
|
|
|
2013
|
Hartford Financial Management
Hartford,
Connecticut
|
$114K
|
-$11.5K
|
1
|
0.03%
|
Reduced
|
|
|
2014
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$113K
|
-$38.9K
|
1
|
0.05%
|
Reduced
|
|
|
2015
|
First Personal Financial Services
Charlotte,
North Carolina
|
$113K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2016
|
Country Trust Bank
Bloomington,
Illinois
|
$112K
|
+$2.27K
|
1
|
0%
|
Increased
|
|
|
2017
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$111K
|
+$8.51K
|
1
|
0.09%
|
Increased
|
|
|
2018
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$110K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2019
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$110K
|
+$10.4K
|
1
|
0%
|
Increased
|
|
|
2020
|
First Command Bank
Fort Worth,
Texas
|
$108K
|
+$2.98K
|
1
|
0.02%
|
Increased
|
|
|
2021
|
First Command Financial Services
Fort Worth,
Texas
|
$108K
|
+$2.98K
|
1
|
0.02%
|
Increased
|
|
|
2022
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$106K
|
+$117K
|
1
|
0.03%
|
New
|
|
|
2023
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$101K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2024
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$101K
|
+$111K
|
1
|
0.05%
|
New
|
|
|
2025
|
Norway Savings Bank
Portland,
Maine
|
$99K
|
$0
|
1
|
0.05%
|
Maintained
|
|