|
2001
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$57.1K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2002
|
Horizon Bancorp
Michigan City,
Indiana
|
$57K
|
-$764
|
2
|
0.03%
|
Reduced
|
|
|
2003
|
MV Capital Management
Bethesda,
Maryland
|
$56.8K
|
-$2.15K
|
5
|
0.01%
|
Reduced
|
|
|
2004
|
Caitlin John
Brighton,
Michigan
|
$56.6K
|
-$29.3K
|
6
|
0.04%
|
Reduced
|
|
|
2005
|
Standard Family Office
Sioux Falls,
South Dakota
|
$56.4K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2006
|
Maryland Capital Advisors
Chester,
Maryland
|
$55.6K
|
+$51.5K
|
1
|
0.03%
|
New
|
|
|
2007
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$55K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2008
|
Clearview Wealth Advisors
Salem,
Oregon
|
$54.2K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2009
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$53.2K
|
-$17.6K
|
5
|
0.01%
|
Reduced
|
|
|
2010
|
Claris Advisors
St. Louis,
Missouri
|
$53.1K
|
+$49.4K
|
7
|
0.02%
|
New
|
|
|
2011
|
Savvy Advisors Inc
New York
|
$52.8K
|
+$48.5K
|
1
|
0.01%
|
New
|
|
|
2012
|
Delta Asset Management
Memphis,
Tennessee
|
$52.5K
|
-$6.17K
|
4
|
0%
|
Reduced
|
|
|
2013
|
Bullock Wealth Management
Bloomington,
Indiana
|
$51.4K
|
-$4.23K
|
2
|
0.03%
|
Reduced
|
|
|
2014
|
McIlrath & Eck
Arlington,
Washington
|
$51K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2015
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$50.6K
|
+$46.7K
|
2
|
0.01%
|
New
|
|
|
2016
|
Accent Capital Management
Centerville,
Ohio
|
$49.6K
|
-$16.1K
|
1
|
0.03%
|
Reduced
|
|
|
2017
|
Dimension Capital Management
Coral Gables,
Florida
|
$46.8K
|
+$11.9K
|
1
|
0.01%
|
Increased
|
|
|
2018
|
Aprio Wealth Management
Atlanta,
Georgia
|
$46.2K
|
+$42.5K
|
1
|
0.01%
|
New
|
|
|
2019
|
FSA Wealth Management
Needham,
Massachusetts
|
$46.1K
|
+$44.3K
|
2
|
0.02%
|
New
|
|
|
2020
|
J. Safra Asset Management
New York
|
$45.9K
|
+$12.8K
|
2
|
0%
|
Increased
|
|
|
2021
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$45.4K
|
+$42.2K
|
2
|
0.03%
|
New
|
|
|
2022
|
James Investment Research
Alpha,
Ohio
|
$45K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2023
|
Abound Wealth Management
Franklin,
Tennessee
|
$44.8K
|
+$6.13K
|
7
|
0.01%
|
Increased
|
|
|
2024
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$44.7K
|
+$45.7K
|
1
|
0.02%
|
New
|
|
|
2025
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$43.9K
|
$0
|
3
|
0.02%
|
Maintained
|
|