|
2001
|
West Michigan Advisors
Holland,
Michigan
|
$2.76M
|
-$1.03M
|
3
|
0.52%
|
Reduced
|
|
|
2002
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$2.75M
|
+$4.99K
|
1
|
0.42%
|
Increased
|
|
|
2003
|
Mirador Capital Partners
Pleasanton,
California
|
$2.75M
|
+$2.08M
|
2
|
0.34%
|
Increased
|
|
|
2004
|
Bayban
Bayport,
Minnesota
|
$2.75M
|
-$5.47K
|
4
|
2.11%
|
Reduced
|
|
|
2005
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
$2.75M
|
+$32.9K
|
2
|
1.71%
|
Increased
|
|
|
2006
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$2.74M
|
+$547K
|
4
|
0.53%
|
Increased
|
|
|
2007
|
|
$2.74M
|
-$5.15M
|
1
|
2.17%
|
Reduced
|
|
|
2008
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.71M
|
-$2.12M
|
4
|
0.05%
|
Reduced
|
|
|
2009
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.71M
|
-$263K
|
1
|
0.27%
|
Reduced
|
|
|
2010
|
Mangrove Partners
Greenwich,
Connecticut
|
$2.71M
|
-$735K
|
2
|
0.18%
|
Reduced
|
|
|
2011
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$2.7M
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
2012
|
CMG Global Holdings
Plano,
Texas
|
$2.69M
|
-$18.6K
|
1
|
1.14%
|
Reduced
|
|
|
2013
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$2.69M
|
+$7.96K
|
2
|
0.49%
|
Increased
|
|
|
2014
|
TriaGen Wealth Management
Calabasas,
California
|
$2.68M
|
+$2.08M
|
2
|
0.67%
|
New
|
|
|
2015
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$2.68M
|
+$2.64M
|
3
|
0.04%
|
New
|
|
|
2016
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$2.68M
|
+$1.78M
|
3
|
0.16%
|
Increased
|
|
|
2017
|
Iams Wealth Management
Omaha,
Nebraska
|
$2.68M
|
+$1.18M
|
2
|
0.81%
|
Increased
|
|
|
2018
|
Adell Harriman & Carpenter
Houston,
Texas
|
$2.67M
|
-$123K
|
2
|
0.14%
|
Reduced
|
|
|
2019
|
Ausdal Financial Partners
Davenport,
Iowa
|
$2.67M
|
+$823K
|
5
|
0.1%
|
Increased
|
|
|
2020
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$2.66M
|
-$113K
|
5
|
1.19%
|
Reduced
|
|
|
2021
|
DLK Investment Management
Solana Beach,
California
|
$2.66M
|
-$722K
|
1
|
1.13%
|
Reduced
|
|
|
2022
|
Essex Financial Services
Essex,
Connecticut
|
$2.66M
|
+$27.8K
|
4
|
0.13%
|
Increased
|
|
|
2023
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$2.65M
|
-$678K
|
1
|
0.39%
|
Reduced
|
|
|
2024
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$2.65M
|
+$30.3K
|
2
|
1.86%
|
Increased
|
|
|
2025
|
Neville Rodie & Shaw
New York
|
$2.64M
|
+$171K
|
2
|
0.17%
|
Increased
|
|