|
2001
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$13.5K
|
+$1.41K
|
8
|
0%
|
Increased
|
|
|
2002
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$13.3K
|
-$1.91K
|
3
|
0%
|
Reduced
|
|
|
2003
|
Community Financial Services Group
Newport,
Vermont
|
$13.3K
|
-$7.16K
|
1
|
0%
|
Reduced
|
|
|
2004
|
Downshift Financial
Boulder,
Colorado
|
$13K
|
+$12.7K
|
1
|
0.01%
|
New
|
|
|
2005
|
American National Bank & Trust
Wichita Falls,
Texas
|
$12.8K
|
-$21.8K
|
2
|
0%
|
Reduced
|
|
|
2006
|
Premier Financial Group
Eureka,
California
|
$12.3K
|
+$12.1K
|
1
|
0%
|
New
|
|
|
2007
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$12.2K
|
-$715
|
9
|
0%
|
Reduced
|
|
|
2008
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$12.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2009
|
Tripletail Wealth Management
Orlando,
Florida
|
$12K
|
-$38.5K
|
1
|
0.01%
|
Reduced
|
|
|
2010
|
Avion Wealth
The Woodlands,
Texas
|
$12K
|
+$478
|
5
|
0%
|
Increased
|
|
|
2011
|
Walsh & Associates
Sarasota,
Florida
|
$11.9K
|
+$11.5K
|
1
|
0.01%
|
New
|
|
|
2012
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$11.8K
|
-$3.51K
|
2
|
0%
|
Reduced
|
|
|
2013
|
West Branch Capital
Amherst,
Massachusetts
|
$11.8K
|
+$11.5K
|
1
|
0%
|
New
|
|
|
2014
|
LifeSteps Financial
Claremont,
California
|
$10.9K
|
+$10.8K
|
2
|
0.01%
|
New
|
|
|
2015
|
Prosperity Bancshares
Houston,
Texas
|
$10.8K
|
-$33.1K
|
1
|
0.01%
|
Reduced
|
|
|
2016
|
SRH Advisors
Salina,
Kansas
|
$10.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2017
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$10.6K
|
+$10.4K
|
1
|
0%
|
New
|
|
|
2018
|
Planning Strategies
Lancaster,
Pennsylvania
|
$10.6K
|
+$10.6K
|
5
|
0.01%
|
New
|
|
|
2019
|
Timbuktu Capital Management
Boston,
Massachusetts
|
$10.2K
|
+$10.2K
|
1
|
0.02%
|
New
|
|
|
2020
|
Arlington Trust
Birmingham,
Alabama
|
$10.1K
|
$0
|
3
|
0%
|
Maintained
|
|
|
2021
|
AmeriFlex Group
Las Vegas,
Nevada
|
$9.48K
|
+$9.35K
|
3
|
0%
|
New
|
|
|
2022
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$9.42K
|
+$341
|
2
|
0%
|
Increased
|
|
|
2023
|
Valued Wealth Advisors
Holladay,
Utah
|
$9.37K
|
+$1.95K
|
5
|
0%
|
Increased
|
|
|
2024
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$9.21K
|
+$15.2K
|
1
|
0.01%
|
New
|
|
|
2025
|
ORG Wealth Partners
Dallas,
Texas
|
$9.13K
|
-$79.1K
|
1
|
0%
|
Reduced
|
|