|
2001
|
|
$36K
|
+$28.5K
|
1
|
0.02%
|
New
|
|
|
2002
|
Lee Financial
Dallas,
Texas
|
$35K
|
+$27.6K
|
1
|
0.01%
|
New
|
|
|
2003
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$35K
|
+$27.6K
|
1
|
0.02%
|
New
|
|
|
2004
|
Optimum Investment Advisors
Chicago,
Illinois
|
$35K
|
+$21.4K
|
1
|
0.01%
|
Increased
|
|
|
2005
|
TD Capital Management
Memphis,
Tennessee
|
$34K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2006
|
Liberty Wealth Management
Oakland,
California
|
$31K
|
-$8.98K
|
1
|
0.02%
|
Reduced
|
|
|
2007
|
Disciplined Investments
Tulsa,
Oklahoma
|
$27K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2008
|
Howe & Rusling
Rochester,
New York
|
$27K
|
+$17.3K
|
1
|
0.01%
|
Increased
|
|
|
2009
|
TimeScale Financial
Danvers,
Massachusetts
|
$27K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2010
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$26K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2011
|
Matthew Hamilton Rosenberg
|
$26K
|
+$20.7K
|
1
|
0.02%
|
New
|
|
|
2012
|
Barnett & Company
Chattanooga,
Tennessee
|
$24K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2013
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$24K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2014
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$23K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2015
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$23K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
Private Ocean
San Rafael,
California
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2017
|
First Personal Financial Services
Charlotte,
North Carolina
|
$22K
|
+$17.3K
|
1
|
0.01%
|
New
|
|
|
2018
|
Vigilant Capital Management
Portland,
Maine
|
$22K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2019
|
TFO Wealth Partners
Maumee,
Ohio
|
$20K
|
+$9.67K
|
1
|
0.01%
|
Increased
|
|
|
2020
|
Center for Financial Planning
Southfied,
Michigan
|
$19K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2021
|
Financial Management Professionals
Austin,
Texas
|
$19K
|
+$14.4K
|
1
|
0.01%
|
Increased
|
|
|
2022
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$17.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2023
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$17.4K
|
+$13.8K
|
1
|
0.01%
|
New
|
|
|
2024
|
Acima Private Wealth
Richmond,
Virginia
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2025
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|