|
2001
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$79K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2002
|
Highlander Capital Management
Short Hills,
New Jersey
|
$79K
|
-$34.2K
|
2
|
0.04%
|
Reduced
|
|
|
2003
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$78K
|
+$29.5K
|
5
|
0.02%
|
Increased
|
|
|
2004
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$77K
|
-$4.37K
|
1
|
0.04%
|
Reduced
|
|
|
2005
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$77K
|
+$71.5K
|
1
|
0.06%
|
New
|
|
|
2006
|
Financial Management Professionals
Austin,
Texas
|
$76K
|
-$44.1K
|
2
|
0.02%
|
Reduced
|
|
|
2007
|
Leelyn Smith
Geneva,
Illinois
|
$75K
|
+$10.7K
|
1
|
0.02%
|
Increased
|
|
|
2008
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$75K
|
-$11.8K
|
4
|
0.02%
|
Reduced
|
|
|
2009
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$74K
|
$0
|
6
|
0.04%
|
Maintained
|
|
|
2010
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$73K
|
-$444K
|
5
|
0.01%
|
Reduced
|
|
|
2011
|
Curi Wealth Management
Raleigh,
North Carolina
|
$73K
|
+$68.4K
|
2
|
0.05%
|
New
|
|
|
2012
|
Center for Financial Planning
Southfied,
Michigan
|
$72K
|
+$55.2K
|
2
|
0.02%
|
Increased
|
|
|
2013
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$72K
|
-$9.6K
|
1
|
0.05%
|
Reduced
|
|
|
2014
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$72K
|
+$65.9K
|
6
|
0.02%
|
New
|
|
|
2015
|
Manchester Financial
Westlake Village,
California
|
$71K
|
$0
|
5
|
0.04%
|
Maintained
|
|
|
2016
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$70K
|
-$22.8K
|
3
|
0.06%
|
Reduced
|
|
|
2017
|
Insight Advisors
Newtown,
Pennsylvania
|
$67K
|
+$69.9K
|
1
|
0.03%
|
New
|
|
|
2018
|
Accel Wealth Management
Waverly,
Iowa
|
$66K
|
+$62.3K
|
2
|
0.06%
|
New
|
|
|
2019
|
Lenox Wealth Advisors
New York
|
$63K
|
+$13.9K
|
2
|
0.01%
|
Increased
|
|
|
2020
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$63K
|
+$24.3K
|
4
|
0.02%
|
Increased
|
|
|
2021
|
Ironwood Financial
Tucson,
Arizona
|
$62K
|
+$31.7K
|
1
|
0.02%
|
Increased
|
|
|
2022
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$60K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2023
|
Waterfront Wealth
Overland Park,
Kansas
|
$60K
|
+$62.7K
|
1
|
0.04%
|
New
|
|
|
2024
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$59K
|
+$32
|
4
|
0.04%
|
Increased
|
|
|
2025
|
Pflug Koory
Omaha,
Nebraska
|
$59K
|
$0
|
2
|
0.03%
|
Maintained
|
|