|
2001
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$261K
|
-$11.9K
|
1
|
0.07%
|
Reduced
|
|
|
2002
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$261K
|
-$21.1K
|
1
|
0.01%
|
Reduced
|
|
|
2003
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$260K
|
-$36.6K
|
1
|
0.04%
|
Reduced
|
|
|
2004
|
MA Private Wealth
San Carlos,
California
|
$260K
|
-$45.4K
|
1
|
0.05%
|
Reduced
|
|
|
2005
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$260K
|
-$20.8K
|
1
|
0.07%
|
Reduced
|
|
|
2006
|
Stevard LLC
Chicago,
Illinois
|
$260K
|
+$54.4K
|
1
|
0.18%
|
Increased
|
|
|
2007
|
Triton Wealth Management
Sun City,
Arizona
|
$260K
|
-$10.9K
|
1
|
0.13%
|
Reduced
|
|
|
2008
|
Eisler Capital (UK)
London,
United Kingdom
|
$259K
|
-$5.3M
|
1
|
0.01%
|
Reduced
|
|
|
2009
|
|
$259K
|
-$11.2K
|
1
|
0.02%
|
Reduced
|
|
|
2010
|
WrapManager Inc
Mill Valley,
California
|
$258K
|
-$3.89K
|
1
|
0.06%
|
Reduced
|
|
|
2011
|
TFG Advisers
Auburn Hills,
Michigan
|
$257K
|
-$7.78K
|
1
|
0.11%
|
Reduced
|
|
|
2012
|
Windsor Capital Management
Phoenix,
Arizona
|
$257K
|
-$24.7K
|
1
|
0.08%
|
Reduced
|
|
|
2013
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$256K
|
-$15.7K
|
1
|
0.13%
|
Reduced
|
|
|
2014
|
Axxcess Wealth Management
Carlsbad,
California
|
$256K
|
+$240K
|
1
|
0.02%
|
New
|
|
|
2015
|
Blodgett Wealth Advisors
Concord,
California
|
$256K
|
+$241K
|
1
|
0.2%
|
New
|
|
|
2016
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$256K
|
+$241K
|
1
|
0.09%
|
New
|
|
|
2017
|
Central Bank & Trust
Lexington,
Kentucky
|
$255K
|
+$80.9K
|
1
|
0.04%
|
Increased
|
|
|
2018
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$255K
|
+$12.2K
|
1
|
0.05%
|
Increased
|
|
|
2019
|
Family Management
New York
|
$255K
|
-$11K
|
1
|
0.07%
|
Reduced
|
|
|
2020
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$255K
|
+$240K
|
1
|
0.01%
|
New
|
|
|
2021
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$255K
|
-$51.4K
|
1
|
0.04%
|
Reduced
|
|
|
2022
|
Bank of Marin
Novato,
California
|
$254K
|
-$10.9K
|
1
|
0.17%
|
Reduced
|
|
|
2023
|
Demars Financial Group
Spokane Valley,
Washington
|
$254K
|
-$3.89K
|
1
|
0.13%
|
Reduced
|
|
|
2024
|
Planning Center Inc
Moline,
Illinois
|
$254K
|
+$232K
|
1
|
0.2%
|
New
|
|
|
2025
|
Spectrum Management Group
Indianapolis,
Indiana
|
$254K
|
-$24.6K
|
1
|
0.04%
|
Reduced
|
|
