|
2001
|
Promus Capital
Chicago,
Illinois
|
$8.07K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2002
|
Hughes Financial Services
Herndon,
Virginia
|
$8.05K
|
+$7.93K
|
4
|
0%
|
New
|
|
|
2003
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$7.87K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2004
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$7.73K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2005
|
Distillate Capital Partners
Chicago,
Illinois
|
$7.73K
|
+$6.91K
|
1
|
0%
|
Increased
|
|
|
2006
|
Strategic Blueprint
Atlanta,
Georgia
|
$7.71K
|
-$331K
|
1
|
0%
|
Reduced
|
|
|
2007
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$7.48K
|
-$24.2K
|
2
|
0.01%
|
Reduced
|
|
|
2008
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$7.45K
|
+$58
|
3
|
0%
|
Increased
|
|
|
2009
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$7.39K
|
+$7.46K
|
1
|
0.01%
|
New
|
|
|
2010
|
Solstein Capital
Menlo Park,
California
|
$7.23K
|
-$3.39K
|
1
|
0%
|
Reduced
|
|
|
2011
|
Swan Capital
Pensacola,
Florida
|
$7.09K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2012
|
North Capital
Salt Lake City,
Utah
|
$7.06K
|
+$6.43K
|
2
|
0.01%
|
New
|
|
|
2013
|
Close Asset Management
London,
United Kingdom
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2014
|
MTM Investment Management
Spartanburg,
South Carolina
|
$6.96K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2015
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$6.79K
|
+$9.56K
|
1
|
0%
|
New
|
|
|
2016
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$6.72K
|
+$6.57K
|
3
|
0%
|
Increased
|
|
|
2017
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$6.68K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
Samalin Investment Counsel
Chappaqua,
New York
|
$6.6K
|
+$9.29K
|
1
|
0%
|
New
|
|
|
2019
|
Clarendon Private
Boston,
Massachusetts
|
$6.58K
|
+$9.25K
|
1
|
0.01%
|
New
|
|
|
2020
|
LifeWealth Investments
Winter Garden,
Florida
|
$6.58K
|
+$9.25K
|
1
|
0%
|
New
|
|
|
2021
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$6.29K
|
-$28.7K
|
1
|
0.01%
|
Reduced
|
|
|
2022
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$6.16K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$6.16K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2024
|
Friedenthal Financial
Marlton,
New Jersey
|
$6.16K
|
+$4.91K
|
1
|
0%
|
Increased
|
|
|
2025
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$6.09K
|
$0
|
1
|
0%
|
Maintained
|
|