|
2001
|
Creative Financial Designs
Kokomo,
Indiana
|
$212K
|
+$34.3K
|
1
|
0.05%
|
Increased
|
|
|
2002
|
RVW Wealth
Los Angeles,
California
|
$211K
|
+$202K
|
1
|
0.04%
|
New
|
|
|
2003
|
CFO4Life Group
Coppell,
Texas
|
$208K
|
-$18.6K
|
1
|
0.07%
|
Reduced
|
|
|
2004
|
Human Investing
Lake Oswego,
Oregon
|
$208K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2005
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$208K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2006
|
Clean Yield Group
Norwich,
Vermont
|
$207K
|
-$60.8K
|
1
|
0.08%
|
Reduced
|
|
|
2007
|
First National Bank of Omaha
Omaha,
Nebraska
|
$207K
|
-$18.8K
|
1
|
0.01%
|
Reduced
|
|
|
2008
|
Glovista Investments
Jersey City,
New Jersey
|
$207K
|
+$198K
|
1
|
0.07%
|
New
|
|
|
2009
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$207K
|
+$198K
|
1
|
0.16%
|
New
|
|
|
2010
|
Odey Holdings (Switzerland)
Zurich, Switzerland,
Switzerland
|
$207K
|
+$198K
|
1
|
1.8%
|
New
|
|
|
2011
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$206K
|
+$197K
|
1
|
0.05%
|
New
|
|
|
2012
|
Crestone Asset Management
Boulder,
Colorado
|
$205K
|
+$196K
|
1
|
0.06%
|
New
|
|
|
2013
|
Doheny Asset Management
Los Angeles,
California
|
$205K
|
+$196K
|
1
|
0.17%
|
New
|
|
|
2014
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$204K
|
+$195K
|
1
|
0.01%
|
New
|
|
|
2015
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$204K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2016
|
Cowen Prime Advisors
New York
|
$204K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2017
|
Lantz Financial
Naperville,
Illinois
|
$202K
|
-$37.7K
|
1
|
0.14%
|
Reduced
|
|
|
2018
|
Profit Investment Management
North Bethesda,
Maryland
|
$202K
|
+$193K
|
1
|
0.12%
|
New
|
|
|
2019
|
Requisite Capital Management
Dallas,
Texas
|
$202K
|
-$48.8K
|
1
|
0.07%
|
Reduced
|
|
|
2020
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$202K
|
+$193K
|
1
|
0.15%
|
New
|
|
|
2021
|
Allen Capital Group
Grand Island,
Nebraska
|
$200K
|
+$182K
|
1
|
0.05%
|
New
|
|
|
2022
|
Arax Advisory Partners
Denver,
Colorado
|
$200K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2023
|
Raffa Wealth Management
Washington,
District of Columbia
|
$199K
|
-$1.32K
|
1
|
0.07%
|
Reduced
|
|
|
2024
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$196K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2025
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$194K
|
$0
|
1
|
0.06%
|
Maintained
|
|