|
2001
|
Griffith & Werner
Canton,
Georgia
|
$1.15M
|
-$9.9K
|
1
|
0.59%
|
Reduced
|
|
|
2002
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$1.15M
|
-$68K
|
1
|
0.23%
|
Reduced
|
|
|
2003
|
Planned Solutions
Folsom,
California
|
$1.15M
|
+$7.49K
|
1
|
0.37%
|
Increased
|
|
|
2004
|
Main Street Group
Glen Allen,
Virginia
|
$1.15M
|
+$22.9K
|
1
|
0.4%
|
Increased
|
|
|
2005
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$1.15M
|
+$1.2K
|
1
|
0.53%
|
Increased
|
|
|
2006
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$1.15M
|
-$18.6K
|
1
|
0.28%
|
Reduced
|
|
|
2007
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.14M
|
-$898
|
1
|
0.5%
|
Reduced
|
|
|
2008
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$1.14M
|
+$202K
|
2
|
0.28%
|
Increased
|
|
|
2009
|
Montis Financial
Waltham,
Massachusetts
|
$1.14M
|
+$299
|
1
|
0.23%
|
Increased
|
|
|
2010
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$1.14M
|
-$299
|
1
|
0.11%
|
Reduced
|
|
|
2011
|
Lafayette Investments
Ashton,
Maryland
|
$1.14M
|
$0
|
1
|
0.22%
|
Maintained
|
|
|
2012
|
IMZ Advisory
Boca Raton,
Florida
|
$1.14M
|
+$299
|
1
|
0.42%
|
Increased
|
|
|
2013
|
Roundview Capital
Princeton,
New Jersey
|
$1.14M
|
+$157K
|
1
|
0.07%
|
Increased
|
|
|
2014
|
Aviance Capital Partners
Naples,
Florida
|
$1.13M
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
2015
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.13M
|
-$265K
|
1
|
0.27%
|
Reduced
|
|
|
2016
|
Center for Financial Planning
Southfied,
Michigan
|
$1.13M
|
+$15.1K
|
3
|
0.12%
|
Increased
|
|
|
2017
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.13M
|
+$244K
|
3
|
0.07%
|
Increased
|
|
|
2018
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$1.12M
|
+$1.14M
|
1
|
0.39%
|
New
|
|
|
2019
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.12M
|
-$13.2K
|
1
|
0.45%
|
Reduced
|
|
|
2020
|
Tripletail Wealth Management
Orlando,
Florida
|
$1.12M
|
+$193K
|
4
|
1.42%
|
Increased
|
|
|
2021
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$1.12M
|
+$263K
|
1
|
0.53%
|
Increased
|
|
|
2022
|
Hutchinson Capital Management
San Rafael,
California
|
$1.12M
|
+$140K
|
1
|
0.19%
|
Increased
|
|
|
2023
|
Vista Investment Partners II
Richmond,
Indiana
|
$1.12M
|
+$94.3K
|
1
|
0.48%
|
Increased
|
|
|
2024
|
Keynote Financial Services
Vernon,
Connecticut
|
$1.12M
|
-$3K
|
1
|
0.63%
|
Reduced
|
|
|
2025
|
GeoWealth Management
Chicago,
Illinois
|
$1.12M
|
-$16.8K
|
1
|
0.04%
|
Reduced
|
|
