|
2001
|
ESL Trust Services
Rochester,
New York
|
$17.1K
|
+$17K
|
1
|
0%
|
New
|
|
|
2002
|
Kimelman & Baird
New York
|
$17.1K
|
+$17K
|
1
|
0%
|
New
|
|
|
2003
|
Salomon & Ludwin
Richmond,
Virginia
|
$16.8K
|
-$3.19K
|
1
|
0%
|
Reduced
|
|
|
2004
|
CGC Financial Services
Lake Oswego,
Oregon
|
$16.4K
|
+$16.3K
|
1
|
0%
|
New
|
|
|
2005
|
Hughes Financial Services
Herndon,
Virginia
|
$16.4K
|
+$13.6K
|
2
|
0%
|
Increased
|
|
|
2006
|
First Bancorp
Damariscotta,
Maine
|
$16.1K
|
+$16K
|
1
|
0.01%
|
New
|
|
|
2007
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$15.8K
|
+$9.49K
|
2
|
0.01%
|
Increased
|
|
|
2008
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$15.7K
|
+$15.6K
|
1
|
0%
|
New
|
|
|
2009
|
GoalVest Advisory
New York
|
$15.5K
|
+$15.4K
|
2
|
0%
|
New
|
|
|
2010
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$15.4K
|
+$15.3K
|
1
|
0.01%
|
New
|
|
|
2011
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$15.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2012
|
TOP Private Wealth
Glastonbury,
Connecticut
|
$14.9K
|
+$14.8K
|
1
|
0.01%
|
New
|
|
|
2013
|
Private Wealth Management Group
Princeton,
New Jersey
|
$14.5K
|
+$14.4K
|
1
|
0%
|
New
|
|
|
2014
|
Gill Capital Partners
Denver,
Colorado
|
$14.5K
|
+$14.4K
|
2
|
0%
|
New
|
|
|
2015
|
Aspect Partners
Fairfax,
Virginia
|
$13.9K
|
+$3.69K
|
2
|
0.01%
|
Increased
|
|
|
2016
|
PlanVest Financial
Gaithersburg,
Maryland
|
$13.8K
|
+$13.8K
|
1
|
0.01%
|
New
|
|
|
2017
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$13.8K
|
-$14.9K
|
1
|
0%
|
Reduced
|
|
|
2018
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$13.8K
|
+$4.6K
|
2
|
0.01%
|
Increased
|
|
|
2019
|
Monetary Management Group
St Louis,
Missouri
|
$13.7K
|
+$13.6K
|
1
|
0%
|
New
|
|
|
2020
|
Cromwell Holdings
Jackson,
Wyoming
|
$13.5K
|
+$5.38K
|
1
|
0.01%
|
Increased
|
|
|
2021
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$13.5K
|
+$13.4K
|
1
|
0%
|
New
|
|
|
2022
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$13.4K
|
+$13.2K
|
2
|
0.02%
|
New
|
|
|
2023
|
Clark Wealth Partners
O'fallon,
Illinois
|
$13.2K
|
+$13.1K
|
1
|
0.01%
|
New
|
|
|
2024
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$12.3K
|
+$12.2K
|
1
|
0%
|
New
|
|
|
2025
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$12K
|
+$11.9K
|
1
|
0%
|
New
|
|