|
2001
|
Aspect Partners
Fairfax,
Virginia
|
$25.1K
|
+$3.13K
|
2
|
0.02%
|
Increased
|
|
|
2002
|
Bangor Savings Bank
Bangor,
Maine
|
$25.1K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2003
|
Altshuler Shaham
Tel Aviv,
Israel
|
$24.8K
|
-$265
|
2
|
0%
|
Reduced
|
|
|
2004
|
PFS Partners
Mine Hill,
New Jersey
|
$24K
|
+$106
|
1
|
0.02%
|
Increased
|
|
|
2005
|
Optiver Holding
Amsterdam,
Netherlands
|
$23.2K
|
+$7.86K
|
1
|
0%
|
Increased
|
|
|
2006
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$23.1K
|
+$100
|
2
|
0.01%
|
Increased
|
|
|
2007
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$22.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2008
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2009
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$21K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2010
|
Maryland Capital Advisors
Chester,
Maryland
|
$20.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2011
|
J. Safra Asset Management
New York
|
$20.3K
|
+$19.4K
|
1
|
0%
|
New
|
|
|
2012
|
Fortitude Family Office
Scottsdale,
Arizona
|
$20.2K
|
+$17.7K
|
3
|
0.01%
|
Increased
|
|
|
2013
|
|
$20K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2014
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$19.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2015
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$19K
|
-$96
|
2
|
0%
|
Reduced
|
|
|
2016
|
Kings Path Partners
Sugar Land,
Texas
|
$18.6K
|
+$17.8K
|
1
|
0.01%
|
New
|
|
|
2017
|
SJS Investment Consulting
Sylvania,
Ohio
|
$17.4K
|
$0
|
9
|
0%
|
Maintained
|
|
|
2018
|
Financial Network Wealth Advisors
Murray,
Utah
|
$17.4K
|
+$17.1K
|
4
|
0.01%
|
New
|
|
|
2019
|
Gradient Investments
Arden Hills,
Minnesota
|
$17.4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2020
|
Stephens Consulting
Flint,
Michigan
|
$16.9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2021
|
FSC Wealth Advisors
Fishkill,
New York
|
$16.9K
|
+$1.64K
|
2
|
0.01%
|
Increased
|
|
|
2022
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$16.8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$16.6K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2024
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$16K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2025
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$15.8K
|
$0
|
1
|
0%
|
Maintained
|
|