|
2001
|
Denver PWM
Denver,
Colorado
|
$91K
|
+$89.7K
|
2
|
0.04%
|
New
|
|
|
2002
|
Bogart Wealth LLC
Mclean,
Virginia
|
$90.8K
|
+$44.6K
|
2
|
0%
|
Increased
|
|
|
2003
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$90.3K
|
+$91.1K
|
2
|
0.04%
|
New
|
|
|
2004
|
Hartford Financial Management
Hartford,
Connecticut
|
$90.2K
|
-$2.52K
|
2
|
0.02%
|
Reduced
|
|
|
2005
|
True Wealth Design
Akron,
Ohio
|
$89.8K
|
+$37.9K
|
1
|
0.03%
|
Increased
|
|
|
2006
|
Archer Investment Corporation
Carmel,
Indiana
|
$88.4K
|
+$762
|
2
|
0.02%
|
Increased
|
|
|
2007
|
Gould Capital
Tacoma,
Washington
|
$87.6K
|
-$12.7K
|
2
|
0.06%
|
Reduced
|
|
|
2008
|
Birch Capital Management
Dallas,
Texas
|
$84.5K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2009
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$83.5K
|
-$11.1K
|
2
|
0.03%
|
Reduced
|
|
|
2010
|
Tradewinds Capital Management
Bellingham,
Washington
|
$83.1K
|
+$58.7K
|
2
|
0.02%
|
Increased
|
|
|
2011
|
Addison Advisors
Middlebury,
Vermont
|
$82.5K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2012
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$81.1K
|
+$82.7K
|
2
|
0.07%
|
New
|
|
|
2013
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$77.5K
|
+$76.3K
|
1
|
0.08%
|
New
|
|
|
2014
|
Sherman Asset Management
Ventura,
California
|
$77.2K
|
+$76K
|
1
|
0.07%
|
New
|
|
|
2015
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$76.8K
|
-$76K
|
1
|
0.06%
|
Reduced
|
|
|
2016
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$76.5K
|
-$78K
|
1
|
0.05%
|
Reduced
|
|
|
2017
|
Groupe la Francaise
Paris,
France
|
$76.3K
|
+$82.4K
|
2
|
0%
|
New
|
|
|
2018
|
AllSquare Wealth Management
Albany,
New York
|
$71.6K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2019
|
Promethos Capital
Boston,
Massachusetts
|
$71.3K
|
+$70.2K
|
1
|
0.03%
|
New
|
|
|
2020
|
Clean Yield Group
Norwich,
Vermont
|
$71.2K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2021
|
Pacifica Partners
Surrey,
Canada
|
$69.9K
|
-$2.69K
|
1
|
0.03%
|
Reduced
|
|
|
2022
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$69.6K
|
-$42K
|
2
|
0.04%
|
Reduced
|
|
|
2023
|
Pacific Capital Wealth Advisors
Corona,
California
|
$69.6K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2024
|
Aspetuck Financial Management
Westport,
Connecticut
|
$69.1K
|
+$68.9K
|
2
|
0.05%
|
New
|
|
|
2025
|
Vision Financial Markets
Stamford,
Connecticut
|
$68.6K
|
+$68K
|
2
|
0.07%
|
New
|
|