|
2001
|
|
$286K
|
+$291K
|
1
|
0%
|
New
|
|
|
2002
|
MBL Wealth
Charlotte,
North Carolina
|
$285K
|
-$138K
|
1
|
0.02%
|
Reduced
|
|
|
2003
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$284K
|
+$289K
|
1
|
0.15%
|
New
|
|
|
2004
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$284K
|
+$6.38K
|
1
|
0.03%
|
Increased
|
|
|
2005
|
HF Advisory Group
Annapolis,
Maryland
|
$283K
|
+$288K
|
1
|
0.09%
|
New
|
|
|
2006
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$283K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2007
|
New Insight Wealth Advisors
San Ramon,
California
|
$283K
|
-$126K
|
1
|
0.08%
|
Reduced
|
|
|
2008
|
SRH Advisors
Salina,
Kansas
|
$283K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
2009
|
Root Financial Partners
Encinitas,
California
|
$281K
|
-$66.2K
|
1
|
0.01%
|
Reduced
|
|
|
2010
|
BAM Wealth Management
Lakewood,
Colorado
|
$281K
|
+$48.2K
|
1
|
0.18%
|
Increased
|
|
|
2011
|
LM Advisors
San Diego,
California
|
$280K
|
+$257K
|
1
|
0.03%
|
Increased
|
|
|
2012
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$278K
|
-$58.9K
|
1
|
0.02%
|
Reduced
|
|
|
2013
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$278K
|
-$116K
|
1
|
0.01%
|
Reduced
|
|
|
2014
|
Pasadena Private Wealth
Pasadena,
California
|
$277K
|
+$60.5K
|
1
|
0.04%
|
Increased
|
|
|
2015
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$277K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2016
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$276K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2017
|
Foresight Global Investors
Purchase,
New York
|
$276K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2018
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$275K
|
-$4.77K
|
1
|
0.03%
|
Reduced
|
|
|
2019
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$274K
|
-$130K
|
1
|
0.15%
|
Reduced
|
|
|
2020
|
Wolff Wiese Magana
Carslbad,
California
|
$274K
|
+$10.9K
|
1
|
0.13%
|
Increased
|
|
|
2021
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$274K
|
-$79.3K
|
1
|
0.02%
|
Reduced
|
|
|
2022
|
Realta Investment Advisors
Wilmington,
Delaware
|
$273K
|
-$33.5K
|
1
|
0.08%
|
Reduced
|
|
|
2023
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$271K
|
+$73.9K
|
1
|
0.01%
|
Increased
|
|
|
2024
|
TriaGen Wealth Management
Calabasas,
California
|
$269K
|
+$64.5K
|
1
|
0.07%
|
Increased
|
|
|
2025
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$269K
|
+$46.8K
|
1
|
0.05%
|
Increased
|
|