|
2001
|
Arete Wealth Advisors
Chicago,
Illinois
|
$238K
|
+$243K
|
1
|
0.06%
|
New
|
|
|
2002
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$238K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
2003
|
BHK Investment Advisors
Birmingham,
Alabama
|
$236K
|
+$242K
|
1
|
0.16%
|
New
|
|
|
2004
|
Altavista Wealth Management
Asheville,
North Carolina
|
$233K
|
+$4.92K
|
1
|
0.09%
|
Increased
|
|
|
2005
|
Flossbach Von Storch
Cologne,
Germany
|
$232K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2006
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$232K
|
-$472K
|
1
|
0.02%
|
Reduced
|
|
|
2007
|
Toth Financial Advisory
Leesburg,
Virginia
|
$231K
|
+$181K
|
1
|
0.05%
|
Increased
|
|
|
2008
|
Capital Wealth Planning
Naples,
Florida
|
$230K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2009
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$230K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2010
|
Doliver Advisors
Houston,
Texas
|
$229K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2011
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$229K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2012
|
Todd Asset Management
Louisville,
Kentucky
|
$229K
|
-$2.33K
|
1
|
0.01%
|
Reduced
|
|
|
2013
|
Foresters Asset Management
Toronto,
Ontario, Canada
|
$228K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2014
|
RFG Advisory
Birmingham,
Alabama
|
$228K
|
+$233K
|
1
|
0.07%
|
New
|
|
|
2015
|
BKS Advisors
Southfield,
Michigan
|
$227K
|
+$232K
|
1
|
0.08%
|
New
|
|
|
2016
|
Evermay Wealth Management
Arlington,
Virginia
|
$226K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2017
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$226K
|
-$234K
|
1
|
0.05%
|
Reduced
|
|
|
2018
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$225K
|
+$193K
|
1
|
0.03%
|
New
|
|
|
2019
|
Planning Alternatives
Birmingham,
Michigan
|
$225K
|
+$230K
|
1
|
0.04%
|
New
|
|
|
2020
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$224K
|
+$22.4K
|
1
|
0.06%
|
Increased
|
|
|
2021
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$223K
|
+$229K
|
6
|
0.05%
|
New
|
|
|
2022
|
Rice Partnership
Honolulu,
Hawaii
|
$223K
|
+$12.4K
|
1
|
0.15%
|
Increased
|
|
|
2023
|
Strategic Capital Advisers
Denver,
Colorado
|
$222K
|
-$1.37M
|
1
|
0.16%
|
Reduced
|
|
|
2024
|
HMS Capital Management
Nashville,
Tennessee
|
$221K
|
+$226K
|
1
|
0.13%
|
New
|
|
|
2025
|
Torray Investment Partners
Bethesda,
Maryland
|
$220K
|
-$7.32K
|
1
|
0.02%
|
Reduced
|
|