|
2001
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$26K
|
+$28K
|
1
|
0.02%
|
New
|
|
|
2002
|
Accel Wealth Management
Waverly,
Iowa
|
$25.2K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2003
|
SJS Investment Consulting
Sylvania,
Ohio
|
$25.1K
|
-$30.3K
|
4
|
0.01%
|
Reduced
|
|
|
2004
|
Arax Advisory Partners
Denver,
Colorado
|
$24.1K
|
-$659
|
4
|
0%
|
Reduced
|
|
|
2005
|
Arlington Partners
Birmingham,
Alabama
|
$22.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2006
|
Manchester Capital Management
Manchester,
Vermont
|
$22.4K
|
-$72.1K
|
2
|
0%
|
Reduced
|
|
|
2007
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$22.4K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2008
|
West Branch Capital
Amherst,
Massachusetts
|
$22.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2009
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$22.1K
|
+$23.9K
|
1
|
0.01%
|
New
|
|
|
2010
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$22.1K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2011
|
First Community Trust
Dubuque,
Iowa
|
$22K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2012
|
Annapolis Financial Services
Annapolis,
Maryland
|
$21.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2013
|
PFS Partners
Mine Hill,
New Jersey
|
$21.2K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2014
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2015
|
Gables Capital Management
Miami,
Florida
|
$20.7K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2016
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$20.2K
|
-$6.09K
|
3
|
0.01%
|
Reduced
|
|
|
2017
|
Red Tortoise LLC
Atlanta,
Georgia
|
$19.7K
|
+$19.5K
|
2
|
0.01%
|
New
|
|
|
2018
|
Waddell & Associates
Memphis,
Tennessee
|
$19.6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2019
|
Delos Wealth Advisors
Dallas,
Texas
|
$19.6K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2020
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$19K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2021
|
WFA of San Diego
San Diego,
California
|
$18.9K
|
+$18.8K
|
2
|
0.01%
|
New
|
|
|
2022
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$18.8K
|
+$24.7K
|
1
|
0.01%
|
New
|
|
|
2023
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$17.9K
|
+$19.4K
|
1
|
0.01%
|
New
|
|
|
2024
|
Raleigh Capital Management
Cary,
North Carolina
|
$17.6K
|
-$1.6K
|
2
|
0.01%
|
Reduced
|
|
|
2025
|
PayPay Securities
Tokyo,
Japan
|
$16.8K
|
+$16.9K
|
2
|
1.13%
|
New
|
|