|
2001
|
Kelly Financial Services
Braintree,
Massachusetts
|
$6.68K
|
+$1.03K
|
2
|
0%
|
Increased
|
|
|
2002
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$6.61K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2003
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$6.36K
|
+$35
|
1
|
0%
|
Increased
|
|
|
2004
|
Caitlin John
Brighton,
Michigan
|
$6.32K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2005
|
Barrett & Company
Providence,
Rhode Island
|
$6.3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2006
|
Your Advocates Ltd
Houston,
Texas
|
$6.3K
|
+$6.41K
|
1
|
0%
|
New
|
|
|
2007
|
Iron Horse Wealth Management
Johston,
Iowa
|
$5.98K
|
$0
|
3
|
0%
|
Maintained
|
|
|
2008
|
Macroview Investment Management
Bethesda,
Maryland
|
$5.77K
|
-$4.41K
|
1
|
0.01%
|
Reduced
|
|
|
2009
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$5.72K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
Dunhill Financial
London,
United Kingdom
|
$5.63K
|
+$1.42K
|
2
|
0%
|
Increased
|
|
|
2011
|
Northwest Bank & Trust
Davenport,
Iowa
|
$5.42K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
Frazier Financial Advisors
Columbus,
Ohio
|
$5.22K
|
-$5.32K
|
2
|
0%
|
Reduced
|
|
|
2013
|
CGC Financial Services
Lake Oswego,
Oregon
|
$5.05K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2014
|
Richard W. Paul & Associates
Novi,
Michigan
|
$4.79K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2015
|
Delos Wealth Advisors
Dallas,
Texas
|
$4.6K
|
-$770
|
1
|
0%
|
Reduced
|
|
|
2016
|
City Holding Co
Charleston,
West Virginia
|
$4.27K
|
-$10.8K
|
1
|
0%
|
Reduced
|
|
|
2017
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$4.2K
|
+$4.18K
|
2
|
0%
|
New
|
|
|
2018
|
Annapolis Financial Services
Annapolis,
Maryland
|
$3.88K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2019
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$3.88K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2020
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.85K
|
-$26K
|
1
|
0%
|
Reduced
|
|
|
2021
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$3.69K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2022
|
BFSG LLC
Irvine,
California
|
$3.6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
Altshuler Shaham
Tel Aviv,
Israel
|
$3.51K
|
-$1.96M
|
1
|
0%
|
Reduced
|
|
|
2024
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$3.41K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2025
|
Plato Investment Management
Sydney, NSW,
Australia
|
$3.4K
|
-$3.91K
|
1
|
0%
|
Reduced
|
|