|
2001
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$14K
|
+$2.4K
|
2
|
0.01%
|
Increased
|
|
|
2002
|
Annapolis Financial Services
Annapolis,
Maryland
|
$13.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2003
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$13.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2004
|
Bullock Wealth Management
Bloomington,
Indiana
|
$12.8K
|
+$13.1K
|
1
|
0.01%
|
New
|
|
|
2005
|
Advisory Alpha
Holland,
Michigan
|
$12.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2006
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$12K
|
+$3.31K
|
1
|
0%
|
Increased
|
|
|
2007
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$11.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2008
|
Distillate Capital Partners
Chicago,
Illinois
|
$11.5K
|
+$11.6K
|
1
|
2.94%
|
New
|
|
|
2009
|
PFG Private Wealth Management
Lutz,
Florida
|
$11.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2010
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$11.2K
|
-$1K
|
2
|
0.01%
|
Reduced
|
|
|
2011
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$10.8K
|
+$10.9K
|
1
|
0%
|
New
|
|
|
2012
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$10.6K
|
-$321K
|
2
|
0%
|
Reduced
|
|
|
2013
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$10.3K
|
+$10.5K
|
1
|
0%
|
New
|
|
|
2014
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$10.3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2015
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$10.3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
Adirondack Retirement Specialists
Queensbury,
New York
|
$10.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2017
|
Silvant Capital Management
Atlanta,
Georgia
|
$10.1K
|
-$240K
|
1
|
0%
|
Reduced
|
|
|
2018
|
Steph & Co
Marinette,
Wisconsin
|
$10.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2019
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2020
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$9.72K
|
-$11.6K
|
1
|
0.01%
|
Reduced
|
|
|
2021
|
Schubert & Co
Mckinney,
Texas
|
$9.19K
|
+$5.93K
|
1
|
0.01%
|
Increased
|
|
|
2022
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$7.59K
|
-$12.6K
|
1
|
0.01%
|
Reduced
|
|
|
2023
|
Valley Wealth Managers
Paramus,
New Jersey
|
$7.59K
|
-$26.6K
|
1
|
0%
|
Reduced
|
|
|
2024
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$7.52K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2025
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7.37K
|
-$23.5K
|
2
|
0%
|
Reduced
|
|