|
2001
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$108K
|
-$2.89K
|
1
|
0.02%
|
Reduced
|
|
|
2002
|
|
$108K
|
-$9.13K
|
1
|
0.04%
|
Reduced
|
|
|
2003
|
Blume Capital Management
Berkeley,
California
|
$106K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2004
|
Bollard Group
Boston,
Massachusetts
|
$101K
|
-$47.6K
|
1
|
0%
|
Reduced
|
|
|
2005
|
Grace Capital
Quincy,
Massachusetts
|
$98K
|
-$124K
|
1
|
0.06%
|
Reduced
|
|
|
2006
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$98K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2007
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$96.9K
|
+$93K
|
1
|
0.09%
|
New
|
|
|
2008
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$96K
|
+$15.1K
|
1
|
0.04%
|
Increased
|
|
|
2009
|
Lee Financial
Dallas,
Texas
|
$93K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2010
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$92K
|
+$3.35K
|
1
|
0.04%
|
Increased
|
|
|
2011
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$92K
|
+$88.8K
|
1
|
0.09%
|
New
|
|
|
2012
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$91K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2013
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$89K
|
+$86K
|
1
|
0.03%
|
New
|
|
|
2014
|
Defined Wealth Management
Beaverton,
Oregon
|
$86K
|
+$82.2K
|
1
|
0.08%
|
New
|
|
|
2015
|
Moser Wealth Advisors
Bellevue,
Washington
|
$85K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2016
|
Tarbox Family Office
Newport Beach,
California
|
$82K
|
-$31.4K
|
1
|
0.02%
|
Reduced
|
|
|
2017
|
West Oak Capital
Westlake Village,
California
|
$82K
|
+$10.9K
|
1
|
0.04%
|
Increased
|
|
|
2018
|
American National Bank & Trust
Wichita Falls,
Texas
|
$81K
|
+$77.3K
|
1
|
0.02%
|
New
|
|
|
2019
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$79K
|
+$76K
|
1
|
0.07%
|
New
|
|
|
2020
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$79K
|
+$75.9K
|
1
|
0.04%
|
New
|
|
|
2021
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$79K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2022
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$78K
|
-$6.47K
|
1
|
0%
|
Reduced
|
|
|
2023
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$76K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2024
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$74K
|
+$71K
|
1
|
0.11%
|
New
|
|
|
2025
|
IFS Advisors
Overland Park,
Kansas
|
$74K
|
+$71K
|
1
|
0.06%
|
New
|
|