|
2001
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$25.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2002
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$25.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2003
|
Vision Retirement
Ridgewood,
New Jersey
|
$25.2K
|
-$398
|
1
|
0.01%
|
Reduced
|
|
|
2004
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$25K
|
+$18.7K
|
4
|
0%
|
Increased
|
|
|
2005
|
Hughes Financial Services
Herndon,
Virginia
|
$25K
|
+$3.4K
|
3
|
0%
|
Increased
|
|
|
2006
|
Laidlaw Wealth Management
New York City,
New York
|
$24.6K
|
+$29.6K
|
1
|
0.09%
|
New
|
|
|
2007
|
Pingora Partners
Wilson,
Wyoming
|
$24.5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2008
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$24.4K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
2009
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$24.3K
|
-$855
|
1
|
0.02%
|
Reduced
|
|
|
2010
|
United Advisor Group
Cincinnati,
Ohio
|
$24.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2011
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$24.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2012
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$24.1K
|
-$5.87K
|
1
|
0%
|
Reduced
|
|
|
2013
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$24.1K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2014
|
RMG Wealth Management
Platteville,
Wisconsin
|
$24K
|
+$2.63K
|
3
|
0%
|
Increased
|
|
|
2015
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$24K
|
$0
|
3
|
0%
|
Maintained
|
|
|
2016
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$24K
|
+$6.53K
|
3
|
0.01%
|
Increased
|
|
|
2017
|
Godfrey Financial Associates
Glenmont,
New York
|
$23.9K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2018
|
Asset Dedication LLC
San Francisco,
California
|
$23.7K
|
-$99.1K
|
4
|
0%
|
Reduced
|
|
|
2019
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$23.4K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2020
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$23K
|
-$684
|
3
|
0.02%
|
Reduced
|
|
|
2021
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$22.9K
|
+$6.98K
|
5
|
0.02%
|
Increased
|
|
|
2022
|
Community Bank
Dewitt,
New York
|
$22.8K
|
+$22.2K
|
1
|
0%
|
New
|
|
|
2023
|
Red Tortoise LLC
Atlanta,
Georgia
|
$22.2K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2024
|
Pin Oak Investment Advisors
Houston,
Texas
|
$22K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2025
|
E Fund Management (HK)
Central,
Hong Kong
|
$21.8K
|
+$19K
|
3
|
0.01%
|
Increased
|
|