|
2001
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$2.52K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2002
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$2.51K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2003
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$2.49K
|
-$6.5M
|
2
|
0%
|
Reduced
|
|
|
2004
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$2.46K
|
+$2.29K
|
1
|
0%
|
New
|
|
|
2005
|
Gables Capital Management
Miami,
Florida
|
$2.19K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2006
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$1.84K
|
+$1.72K
|
1
|
0%
|
New
|
|
|
2007
|
Level Financial Advisors
East Amherst,
New York
|
$1.84K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2008
|
Northwest Financial Advisors
Herndon,
Virginia
|
$1.84K
|
+$1.72K
|
1
|
0%
|
New
|
|
|
2009
|
Horizons Wealth Management
Asheville,
North Carolina
|
$1.78K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$1.65K
|
-$573
|
2
|
0%
|
Reduced
|
|
|
2011
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$1.6K
|
+$1.49K
|
1
|
0%
|
New
|
|
|
2012
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$1.53K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2013
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.52K
|
+$1.49K
|
1
|
0%
|
New
|
|
|
2014
|
Life Planning Partners
Jacksonville,
Florida
|
$1.41K
|
+$1.32K
|
1
|
0%
|
New
|
|
|
2015
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.04K
|
-$19.5K
|
1
|
0%
|
Reduced
|
|
|
2016
|
Horrell Capital Management
Little Rock,
Arkansas
|
$1K
|
+$328
|
1
|
0%
|
New
|
|
|
2017
|
PrairieView Partners
St. Paul,
Minnesota
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
Battery Global Advisors
Boston,
Massachusetts
|
$921
|
+$859
|
1
|
0%
|
New
|
|
|
2019
|
USA Financial Formulas
Ada,
Michigan
|
$921
|
-$2.52K
|
1
|
0%
|
Reduced
|
|
|
2020
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$890
|
+$672
|
2
|
0%
|
New
|
|
|
2021
|
Clear Point Advisors
Melville,
New York
|
$870
|
+$546
|
1
|
0%
|
New
|
|
|
2022
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$870
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$799
|
-$859
|
1
|
0%
|
Reduced
|
|
|
2024
|
Cordant Inc
Portland,
Oregon
|
$737
|
+$687
|
1
|
0%
|
New
|
|
|
2025
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$696
|
$0
|
1
|
0%
|
Maintained
|
|