|
2001
|
TFO Wealth Partners
Maumee,
Ohio
|
$41.6K
|
+$1.37K
|
2
|
0.01%
|
Increased
|
|
|
2002
|
St. Johns Investment Management
Jacksonville,
Florida
|
$41.4K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2003
|
Kelly Financial Services
Braintree,
Massachusetts
|
$41.4K
|
-$1.1K
|
3
|
0.02%
|
Reduced
|
|
|
2004
|
Estate Counselors
Thiensville,
Wisconsin
|
$40.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2005
|
Country Trust Bank
Bloomington,
Illinois
|
$40.5K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2006
|
First Financial Corp
Terre Haute,
Indiana
|
$40.5K
|
+$42K
|
1
|
0.02%
|
New
|
|
|
2007
|
Good Life Advisors
Reading,
Pennsylvania
|
$40.4K
|
+$14.3K
|
1
|
0%
|
Increased
|
|
|
2008
|
Benedetti & Gucer
Atlanta,
Georgia
|
$40.1K
|
+$8.4K
|
1
|
0.02%
|
Increased
|
|
|
2009
|
Versant Capital Management
Phoenix,
Arizona
|
$39.3K
|
-$67
|
8
|
0.01%
|
Reduced
|
|
|
2010
|
|
$39.3K
|
+$38.8K
|
1
|
0%
|
New
|
|
|
2011
|
OneAscent Financial Services
Birmingham,
Alabama
|
$39K
|
+$9.17K
|
1
|
0.01%
|
Increased
|
|
|
2012
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$38.9K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2013
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$37.9K
|
-$150K
|
1
|
0.01%
|
Reduced
|
|
|
2014
|
Chesapeake Asset Management
New York
|
$37.5K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2015
|
Impact Partnership Wealth
Marietta,
Georgia
|
$37.5K
|
+$19.8K
|
4
|
0.01%
|
Increased
|
|
|
2016
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$37K
|
+$65
|
5
|
0.01%
|
Increased
|
|
|
2017
|
Dimension Capital Management
Coral Gables,
Florida
|
$35.8K
|
+$2.98K
|
1
|
0.01%
|
Increased
|
|
|
2018
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$35K
|
-$5.22K
|
2
|
0.01%
|
Reduced
|
|
|
2019
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$34.7K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2020
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$34.4K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2021
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$34.3K
|
+$6.98K
|
1
|
0.02%
|
Increased
|
|
|
2022
|
Center for Financial Planning
Southfied,
Michigan
|
$33.9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2023
|
SJS Investment Consulting
Sylvania,
Ohio
|
$33.9K
|
+$1.04K
|
7
|
0.01%
|
Increased
|
|
|
2024
|
Private Ocean
San Rafael,
California
|
$33.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2025
|
EMC Capital Management
Houston,
Texas
|
$33K
|
+$45.6K
|
1
|
0.02%
|
Increased
|
|