|
2001
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$45K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2002
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$45K
|
+$51.9K
|
1
|
0.13%
|
New
|
|
|
2003
|
G&S Capital
Denver,
Colorado
|
$45K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
2004
|
Princeton Capital Management
Red Bank,
New Jersey
|
$45K
|
-$29.7K
|
2
|
0.02%
|
Reduced
|
|
|
2005
|
Cribstone Capital Management
Augusta,
Maine
|
$43K
|
-$9.26K
|
3
|
0.02%
|
Reduced
|
|
|
2006
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$43K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
2007
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$42K
|
-$62.5K
|
3
|
0.04%
|
Reduced
|
|
|
2008
|
Norway Savings Bank
Portland,
Maine
|
$42K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2009
|
Shamrock Asset Management
Dallas,
Texas
|
$42K
|
+$14.2K
|
1
|
0.03%
|
Increased
|
|
|
2010
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$41K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2011
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$41K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2012
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$41K
|
+$519
|
7
|
0.03%
|
Increased
|
|
|
2013
|
Investment House LLC
Redondo Beach,
California
|
$39K
|
+$45.3K
|
1
|
0%
|
New
|
|
|
2014
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$38K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2015
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$38K
|
+$4.76K
|
16
|
0.05%
|
Increased
|
|
|
2016
|
Hoertkorn Richard Charles
|
$38K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2017
|
MCF Advisors
Covington,
Kentucky
|
$38K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2018
|
United Asset Strategies
Garden City,
New York
|
$37K
|
-$541K
|
1
|
0.01%
|
Reduced
|
|
|
2019
|
Winthrop Partners - WNY
Buffalo,
New York
|
$36.6K
|
-$92K
|
2
|
0.03%
|
Reduced
|
|
|
2020
|
Avantax Planning Partners
Dubuque,
Iowa
|
$36K
|
+$55.2K
|
1
|
0%
|
New
|
|
|
2021
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$34K
|
-$2.65K
|
3
|
0.03%
|
Reduced
|
|
|
2022
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$33K
|
+$6.04K
|
1
|
0.01%
|
Increased
|
|
|
2023
|
MKD Wealth Coaches
Troy,
Michigan
|
$33K
|
-$5.92K
|
2
|
0.03%
|
Reduced
|
|
|
2024
|
SRH Advisors
Salina,
Kansas
|
$33K
|
-$26.2K
|
2
|
0.11%
|
Reduced
|
|
|
2025
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$33K
|
-$1.29K
|
7
|
0.01%
|
Reduced
|
|