|
2001
|
Painted Porch Advisors
Santa Barbara,
California
|
$23.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2002
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$23K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2003
|
Highline Wealth Partners
Sherman Oaks,
California
|
$22.8K
|
+$2.17K
|
3
|
0.01%
|
Increased
|
|
|
2004
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$22.6K
|
+$5.88K
|
2
|
0.01%
|
Increased
|
|
|
2005
|
Vision Financial Markets
Stamford,
Connecticut
|
$22.4K
|
-$4.5K
|
2
|
0.02%
|
Reduced
|
|
|
2006
|
Bare Financial Services
Gap,
Pennsylvania
|
$22.4K
|
+$6.74K
|
3
|
0.01%
|
Increased
|
|
|
2007
|
Legacy Investment Solutions
Meridian,
Idaho
|
$22.1K
|
+$21.9K
|
1
|
0.01%
|
New
|
|
|
2008
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$22.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2009
|
Hara Capital
Bellevue,
Washington
|
$21.2K
|
+$20.9K
|
1
|
0.01%
|
Increased
|
|
|
2010
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$21.1K
|
-$45.2K
|
3
|
0%
|
Reduced
|
|
|
2011
|
Inlight Wealth Management
Atlanta,
Georgia
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2012
|
Mizuho Securities
Tokyo,
Japan
|
$21K
|
+$20.9K
|
1
|
0.08%
|
New
|
|
|
2013
|
Tacita Capital
Toronto,
Ontario, Canada
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2014
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$21K
|
-$9.93K
|
4
|
0%
|
Reduced
|
|
|
2015
|
Raleigh Capital Management
Cary,
North Carolina
|
$21K
|
-$1.83K
|
1
|
0.01%
|
Reduced
|
|
|
2016
|
Advantage Trust Company
Salina,
Kansas
|
$20.3K
|
+$19.1K
|
2
|
0.01%
|
New
|
|
|
2017
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$20.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
Tidemark
San Diego,
California
|
$19.8K
|
-$4.6K
|
2
|
0.01%
|
Reduced
|
|
|
2019
|
Aventura Private Wealth
Aventura,
Florida
|
$19.6K
|
-$13.3K
|
2
|
0.01%
|
Reduced
|
|
|
2020
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$19.1K
|
+$19.5K
|
1
|
0.03%
|
New
|
|
|
2021
|
Iron Horse Wealth Management
Johston,
Iowa
|
$19K
|
+$47
|
3
|
0.01%
|
Increased
|
|
|
2022
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$19K
|
-$127
|
2
|
0.01%
|
Reduced
|
|
|
2023
|
1 North Wealth Services
Annapolis,
Maryland
|
$18.9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2024
|
Tortoise Investment Management
White Plains,
New York
|
$18.7K
|
+$3.42K
|
3
|
0%
|
Increased
|
|
|
2025
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$18.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|