|
2001
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$14.8K
|
+$13.7K
|
2
|
0.01%
|
New
|
|
|
2002
|
Distillate Capital Partners
Chicago,
Illinois
|
$14.5K
|
-$282
|
1
|
2.44%
|
Reduced
|
|
|
2003
|
FSC Wealth Advisors
Fishkill,
New York
|
$14.5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2004
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$13.7K
|
+$234
|
1
|
0%
|
Increased
|
|
|
2005
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$13.2K
|
+$87
|
9
|
0%
|
Increased
|
|
|
2006
|
American Capital Advisory
Ketchum,
Idaho
|
$13.1K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2007
|
West Oak Capital
Westlake Village,
California
|
$13K
|
+$11.3K
|
1
|
0.01%
|
New
|
|
|
2008
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$12.8K
|
+$768
|
2
|
0%
|
Increased
|
|
|
2009
|
SRH Advisors
Salina,
Kansas
|
$11.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
REAP Financial Group
Austin,
Texas
|
$11.6K
|
-$69.3K
|
1
|
0%
|
Reduced
|
|
|
2011
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$11.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
Avion Wealth
The Woodlands,
Texas
|
$11K
|
+$864
|
3
|
0%
|
Increased
|
|
|
2013
|
VitalStone Financial
Shavano Park,
Texas
|
$11K
|
+$6.93K
|
2
|
0.01%
|
Increased
|
|
|
2014
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$9.58K
|
-$17.8K
|
2
|
0%
|
Reduced
|
|
|
2015
|
TFO Wealth Partners
Maumee,
Ohio
|
$9.55K
|
-$1.11K
|
7
|
0%
|
Reduced
|
|
|
2016
|
Tucker Asset Management
Littleton,
Colorado
|
$9.53K
|
-$2.37K
|
1
|
0%
|
Reduced
|
|
|
2017
|
Clear Point Advisors
Melville,
New York
|
$9.44K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2018
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$8.68K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2019
|
Caldwell Sutter Capital
Sausalito,
California
|
$8.58K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2020
|
Hollencrest Capital Management
Newport Beach,
California
|
$8.23K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2021
|
Caitlin John
Brighton,
Michigan
|
$8.06K
|
-$4.58K
|
2
|
0.01%
|
Reduced
|
|
|
2022
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
Macroview Investment Management
Bethesda,
Maryland
|
$7.29K
|
+$7.09K
|
1
|
0.01%
|
New
|
|
|
2024
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$6.47K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2025
|
M&R Capital Management
Summit,
New Jersey
|
$6.46K
|
$0
|
1
|
0%
|
Maintained
|
|