|
2001
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$18.8K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2002
|
Column Capital Advisors
Indianapolis,
Indiana
|
$18.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2003
|
Destiny Wealth Partners
Tavares,
Florida
|
$18.3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2004
|
|
$18.3K
|
-$29.9K
|
1
|
0.02%
|
Reduced
|
|
|
2005
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$18.2K
|
-$2.72K
|
1
|
0.01%
|
Reduced
|
|
|
2006
|
Highline Wealth Partners
Sherman Oaks,
California
|
$17.6K
|
+$12K
|
2
|
0.01%
|
Increased
|
|
|
2007
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$17.5K
|
+$20.1K
|
2
|
0.01%
|
New
|
|
|
2008
|
Align Wealth Management
Oklahoma City,
Oklahoma
|
$17.2K
|
+$16K
|
1
|
0.01%
|
New
|
|
|
2009
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$17K
|
-$20.4K
|
2
|
0%
|
Reduced
|
|
|
2010
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$16.8K
|
-$41.7K
|
1
|
0%
|
Reduced
|
|
|
2011
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$16.6K
|
-$263
|
2
|
0%
|
Reduced
|
|
|
2012
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$15.5K
|
+$18.8K
|
2
|
0.02%
|
New
|
|
|
2013
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$15K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2014
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$14.7K
|
-$3.68K
|
2
|
0.01%
|
Reduced
|
|
|
2015
|
Arcus Capital Partners
Atlanta,
Georgia
|
$14.4K
|
+$16.2K
|
1
|
0.01%
|
New
|
|
|
2016
|
Community Bank
Dewitt,
New York
|
$14.2K
|
+$12.4K
|
1
|
0%
|
Increased
|
|
|
2017
|
PrairieView Partners
St. Paul,
Minnesota
|
$14K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2018
|
Global Financial Private Client
Sarasota,
Florida
|
$13.9K
|
-$65.6K
|
1
|
0.01%
|
Reduced
|
|
|
2019
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$13.6K
|
+$13.8K
|
1
|
0.01%
|
New
|
|
|
2020
|
Annapolis Financial Services
Annapolis,
Maryland
|
$12.8K
|
-$3.76K
|
1
|
0%
|
Reduced
|
|
|
2021
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$12.7K
|
+$14.3K
|
1
|
0.01%
|
New
|
|
|
2022
|
Rock Creek Group
Washington,
District of Columbia
|
$12.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
Stephens Consulting
Flint,
Michigan
|
$12.1K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2024
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2025
|
Retirement Group
San Diego,
California
|
$12K
|
+$1.88K
|
1
|
0.01%
|
Increased
|
|