|
2001
|
OneAscent Financial Services
Birmingham,
Alabama
|
$729K
|
-$59.7K
|
2
|
0.03%
|
Reduced
|
|
|
2002
|
Accel Wealth Management
Waverly,
Iowa
|
$725K
|
-$5.46K
|
1
|
0.16%
|
Reduced
|
|
|
2003
|
MJP Associates
Farmington,
Connecticut
|
$723K
|
-$30K
|
1
|
0.08%
|
Reduced
|
|
|
2004
|
Next Level Private
Harrison,
New York
|
$722K
|
-$910
|
1
|
0.14%
|
Reduced
|
|
|
2005
|
Autumn Glory Partners
Dallas,
Texas
|
$722K
|
-$654K
|
1
|
0.2%
|
Reduced
|
|
|
2006
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$720K
|
+$9.64K
|
1
|
0.1%
|
Increased
|
|
|
2007
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$720K
|
-$7.82K
|
1
|
0.03%
|
Reduced
|
|
|
2008
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$717K
|
+$141K
|
2
|
0.17%
|
Increased
|
|
|
2009
|
Westside Investment Management
Santa Monica,
California
|
$716K
|
-$36.4K
|
2
|
0.09%
|
Reduced
|
|
|
2010
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$716K
|
-$1.79M
|
1
|
0.08%
|
Reduced
|
|
|
2011
|
Donaldson Capital Management
Evansville,
Indiana
|
$714K
|
+$703K
|
2
|
0.02%
|
New
|
|
|
2012
|
WNY Asset Management
Williamsville,
New York
|
$710K
|
-$39.1K
|
1
|
0.06%
|
Reduced
|
|
|
2013
|
Northwest Wealth Management
Spencer,
Iowa
|
$709K
|
-$6.91K
|
1
|
0.09%
|
Reduced
|
|
|
2014
|
BankChampaign National Association
Champaign,
Illinois
|
$708K
|
+$38.8K
|
1
|
0.54%
|
Increased
|
|
|
2015
|
Armbruster Capital Management
Pittsford,
New York
|
$707K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2016
|
Breakwater Capital Group
Paramus,
New Jersey
|
$707K
|
-$34.8K
|
1
|
0.08%
|
Reduced
|
|
|
2017
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$707K
|
-$54K
|
1
|
0.15%
|
Reduced
|
|
|
2018
|
Crewe Advisors
Salt Lake City,
Utah
|
$706K
|
+$254K
|
3
|
0.05%
|
Increased
|
|
|
2019
|
XML Financial
Bethesda,
Maryland
|
$704K
|
-$90.1K
|
1
|
0.05%
|
Reduced
|
|
|
2020
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$704K
|
-$562K
|
2
|
0.16%
|
Reduced
|
|
|
2021
|
Alessandra Capital Management
Torrance,
California
|
$704K
|
+$30.9K
|
1
|
0.5%
|
Increased
|
|
|
2022
|
Ironwood Investment Management
Boston,
Massachusetts
|
$704K
|
+$713
|
1
|
0.24%
|
Increased
|
|
|
2023
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$702K
|
-$158K
|
1
|
0.11%
|
Reduced
|
|
|
2024
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$699K
|
+$498K
|
1
|
0.04%
|
New
|
|
|
2025
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$696K
|
+$18.2K
|
1
|
0.19%
|
Increased
|
|