|
2001
|
BFSG LLC
Irvine,
California
|
$5.99K
|
-$5.42K
|
1
|
0%
|
Reduced
|
|
|
2002
|
Fairscale Capital
Nashua,
New Hampshire
|
$5.89K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2003
|
IMG Wealth Management
Jacksonville,
Florida
|
$5.82K
|
+$4.66K
|
1
|
0%
|
New
|
|
|
2004
|
Leo H. Evart Inc
Redwood City,
California
|
$5.41K
|
+$722
|
1
|
0%
|
Increased
|
|
|
2005
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5.4K
|
+$4.81K
|
1
|
0%
|
New
|
|
|
2006
|
Evolution Wealth Management
Fort Myers,
Florida
|
$5.28K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2007
|
Cetera Trust Company
St. Paul,
Minnesota
|
$4.51K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2008
|
United Community Bank
Greenville,
South Carolina
|
$4.51K
|
-$41.3K
|
1
|
0%
|
Reduced
|
|
|
2009
|
IFS Advisors
Overland Park,
Kansas
|
$4.17K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$4.14K
|
-$6.58K
|
1
|
0%
|
Reduced
|
|
|
2011
|
Graney & King
Latham,
New York
|
$4.09K
|
+$36
|
1
|
0%
|
Increased
|
|
|
2012
|
Navigoe Wealth Management
Redondo Beach,
California
|
$4K
|
+$2.12K
|
3
|
0%
|
Increased
|
|
|
2013
|
Burk Holdings
Tulsa,
Oklahoma
|
$3.97K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2014
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$3.92K
|
+$3.5K
|
1
|
0%
|
New
|
|
|
2015
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$3.92K
|
+$2.99K
|
2
|
0%
|
Increased
|
|
|
2016
|
DecisionPoint Financial
Mesa,
Arizona
|
$3.9K
|
+$1.26K
|
3
|
0%
|
Increased
|
|
|
2017
|
Arlington Trust
Birmingham,
Alabama
|
$3.88K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
Berkshire Capital Holdings
San Jose,
California
|
$3.82K
|
-$17.4M
|
3
|
0%
|
Reduced
|
|
|
2019
|
J. Safra Asset Management
New York
|
$3.78K
|
-$3.49K
|
1
|
0%
|
Reduced
|
|
|
2020
|
Point Nemo Capital
Dripping Springs,
Texas
|
$3.68K
|
+$3.28K
|
1
|
0%
|
New
|
|
|
2021
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$3.66K
|
+$623
|
3
|
0%
|
Increased
|
|
|
2022
|
Gilpin Wealth Management
Denver,
Colorado
|
$3.55K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$3.47K
|
+$2.78K
|
1
|
0%
|
New
|
|
|
2024
|
RMG Wealth Management
Platteville,
Wisconsin
|
$3.41K
|
+$353
|
1
|
0%
|
Increased
|
|
|
2025
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.16K
|
$0
|
1
|
0%
|
Maintained
|
|