|
2001
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$40K
|
+$11K
|
6
|
0.01%
|
Increased
|
|
|
2002
|
GDS Wealth Management
Flower Mound,
Texas
|
$39K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2003
|
Kelly Financial Services
Braintree,
Massachusetts
|
$38.1K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2004
|
Mather Group
Chicago,
Illinois
|
$38K
|
+$38.1K
|
1
|
0%
|
New
|
|
|
2005
|
SJS Investment Consulting
Sylvania,
Ohio
|
$38K
|
+$47.1K
|
8
|
0.01%
|
New
|
|
|
2006
|
West Financial Advisors
Des Moines,
Iowa
|
$38K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2007
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$37K
|
+$7.41K
|
1
|
0.03%
|
Increased
|
|
|
2008
|
Dimension Capital Management
Coral Gables,
Florida
|
$36K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2009
|
Arcus Capital Partners
Atlanta,
Georgia
|
$35K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2010
|
Pacifica Partners
Surrey,
Canada
|
$35K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
2011
|
Wolff Wiese Magana
Carslbad,
California
|
$35K
|
-$1.14K
|
4
|
0.03%
|
Reduced
|
|
|
2012
|
Arlington Partners
Birmingham,
Alabama
|
$34K
|
-$33K
|
2
|
0.01%
|
Reduced
|
|
|
2013
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$34K
|
-$369
|
4
|
0.02%
|
Reduced
|
|
|
2014
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$34K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2015
|
PDS Planning
Dublin,
Ohio
|
$34K
|
-$771
|
1
|
0.01%
|
Reduced
|
|
|
2016
|
Alterna Wealth Management
Houston,
Texas
|
$33K
|
+$421
|
1
|
0.04%
|
Increased
|
|
|
2017
|
DB Wealth Management Group
San Diego,
California
|
$33K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2018
|
Private Ocean
San Rafael,
California
|
$33K
|
-$244
|
1
|
0.01%
|
Reduced
|
|
|
2019
|
DGS Capital Management
Jersey City,
New Jersey
|
$32.5K
|
+$32.6K
|
1
|
0.02%
|
New
|
|
|
2020
|
Burleson & Co
Petaluma,
California
|
$32K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
2021
|
Column Capital Advisors
Indianapolis,
Indiana
|
$32K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
2022
|
Center for Financial Planning
Southfied,
Michigan
|
$31K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2023
|
Good Life Advisors
Reading,
Pennsylvania
|
$31K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2024
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$31K
|
-$1.86K
|
2
|
0.03%
|
Reduced
|
|
|
2025
|
IMA Advisory Services
Denver,
Colorado
|
$31K
|
-$3.9K
|
2
|
0.01%
|
Reduced
|
|