|
2001
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$395K
|
+$365K
|
1
|
0.26%
|
New
|
|
|
2002
|
West Bancorporation
West Des Moines,
Iowa
|
$395K
|
-$5.44K
|
1
|
0.26%
|
Reduced
|
|
|
2003
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$394K
|
+$43.1K
|
1
|
0.24%
|
Increased
|
|
|
2004
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$394K
|
+$364K
|
1
|
0.38%
|
New
|
|
|
2005
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$394K
|
+$756
|
1
|
0.05%
|
Increased
|
|
|
2006
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$393K
|
-$143K
|
1
|
0.07%
|
Reduced
|
|
|
2007
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$393K
|
+$4.38K
|
1
|
0.17%
|
Increased
|
|
|
2008
|
Alta Advisers
London,
United Kingdom
|
$393K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
2009
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$393K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2010
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$393K
|
-$1.81K
|
1
|
0.03%
|
Reduced
|
|
|
2011
|
CNB Bank
Clearfield,
Pennsylvania
|
$391K
|
+$19.2K
|
1
|
0.21%
|
Increased
|
|
|
2012
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$390K
|
-$13.6K
|
3
|
0.08%
|
Reduced
|
|
|
2013
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$390K
|
+$604
|
1
|
0.39%
|
Increased
|
|
|
2014
|
WealthShield Partners
Cary,
North Carolina
|
$390K
|
-$19.9K
|
1
|
0.06%
|
Reduced
|
|
|
2015
|
Journey Strategic Wealth
Summit,
New Jersey
|
$388K
|
-$13.6K
|
1
|
0.02%
|
Reduced
|
|
|
2016
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$386K
|
+$453
|
1
|
0.11%
|
Increased
|
|
|
2017
|
Gryphon Financial Partners
Columbus,
Ohio
|
$386K
|
+$22.2K
|
1
|
0.07%
|
Increased
|
|
|
2018
|
Ballast Advisors
Woodbury,
Minnesota
|
$385K
|
-$103K
|
1
|
0.14%
|
Reduced
|
|
|
2019
|
Five Oceans Advisors
Santa Monica,
California
|
$385K
|
+$6.65K
|
1
|
0.22%
|
Increased
|
|
|
2020
|
Sterling Financial Planning
Sparta,
New Jersey
|
$385K
|
+$34.8K
|
1
|
0.17%
|
Increased
|
|
|
2021
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$385K
|
-$45.3K
|
1
|
0.11%
|
Reduced
|
|
|
2022
|
Novare Capital Management
Charlotte,
North Carolina
|
$385K
|
+$2.12K
|
1
|
0.04%
|
Increased
|
|
|
2023
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$385K
|
+$6.5K
|
1
|
0.1%
|
Increased
|
|
|
2024
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$385K
|
+$22.7K
|
1
|
0.1%
|
Increased
|
|
|
2025
|
Independent Investors Inc
Nesconset,
New York
|
$384K
|
-$106K
|
1
|
0.09%
|
Reduced
|
|
