|
2001
|
Axiom Investment Management
New York
|
$149K
|
+$157K
|
2
|
0.3%
|
New
|
|
|
2002
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$145K
|
-$4.4K
|
2
|
0.05%
|
Reduced
|
|
|
2003
|
Vigilant Capital Management
Portland,
Maine
|
$145K
|
+$84.9K
|
1
|
0.01%
|
Increased
|
|
|
2004
|
Crewe Advisors
Salt Lake City,
Utah
|
$144K
|
+$4.88K
|
1
|
0.03%
|
Increased
|
|
|
2005
|
PSI Advisors
Tampa,
Florida
|
$143K
|
-$55K
|
2
|
0.08%
|
Reduced
|
|
|
2006
|
Accel Wealth Management
Waverly,
Iowa
|
$142K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
2007
|
Endurance Wealth Management
Providence,
Rhode Island
|
$142K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2008
|
Win Advisors
Palm Beach Gardens,
Florida
|
$142K
|
+$154K
|
1
|
0.05%
|
New
|
|
|
2009
|
WR Wealth Planners
Columbia,
Missouri
|
$141K
|
+$3.8K
|
2
|
0.1%
|
Increased
|
|
|
2010
|
Eagle Bay Advisors
New York
|
$141K
|
+$50.5K
|
2
|
0.09%
|
Increased
|
|
|
2011
|
Financial Perspectives
Minneapolis,
Minnesota
|
$140K
|
+$1.24K
|
2
|
0.08%
|
Increased
|
|
|
2012
|
Evermay Wealth Management
Arlington,
Virginia
|
$138K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2013
|
Standard Family Office
Sioux Falls,
South Dakota
|
$138K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2014
|
Clean Yield Group
Norwich,
Vermont
|
$134K
|
+$6.38K
|
2
|
0.06%
|
Increased
|
|
|
2015
|
Front Row Advisors
Tiburon,
California
|
$132K
|
-$443
|
2
|
0.07%
|
Reduced
|
|
|
2016
|
Fortis Advisors
Wayne,
Pennsylvania
|
$129K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
2017
|
Castle Wealth Management
West Palm Beach,
Florida
|
$125K
|
+$709
|
2
|
0.08%
|
Increased
|
|
|
2018
|
Hudock Inc
Williamsport,
Pennsylvania
|
$125K
|
-$5.24K
|
2
|
0.04%
|
Reduced
|
|
|
2019
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$122K
|
+$3.02K
|
1
|
0.03%
|
Increased
|
|
|
2020
|
Corsicana & Co
Corsicana,
Texas
|
$121K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2021
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$121K
|
-$46.6K
|
2
|
0.09%
|
Reduced
|
|
|
2022
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$119K
|
+$8.87K
|
1
|
0.06%
|
Increased
|
|
|
2023
|
Versant Capital Management
Phoenix,
Arizona
|
$118K
|
+$5.33K
|
2
|
0.05%
|
Increased
|
|
|
2024
|
Gleason Group
Prospect,
Kentucky
|
$117K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2025
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$116K
|
+$27
|
2
|
0.05%
|
Increased
|
|