|
2001
|
Kings Path Partners
Sugar Land,
Texas
|
$18.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2002
|
Stephens Consulting
Flint,
Michigan
|
$18.4K
|
+$1.65K
|
1
|
0%
|
Increased
|
|
|
2003
|
New Age Alpha Advisors
Rye,
New York
|
$17.8K
|
+$17.6K
|
1
|
0.01%
|
New
|
|
|
2004
|
SJS Investment Consulting
Sylvania,
Ohio
|
$17.8K
|
-$293
|
9
|
0%
|
Reduced
|
|
|
2005
|
Raffa Wealth Management
Washington,
District of Columbia
|
$17.2K
|
-$96.1K
|
4
|
0%
|
Reduced
|
|
|
2006
|
FSC Wealth Advisors
Fishkill,
New York
|
$17.1K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2007
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$16.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2008
|
Financial Network Wealth Advisors
Murray,
Utah
|
$16.7K
|
-$3.03K
|
4
|
0.01%
|
Reduced
|
|
|
2009
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$16K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2010
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$16K
|
-$3K
|
1
|
0%
|
Reduced
|
|
|
2011
|
Truvestments Capital
Sarasota,
Florida
|
$15.9K
|
+$15.6K
|
2
|
0%
|
New
|
|
|
2012
|
SRH Advisors
Salina,
Kansas
|
$15.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2013
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$15.6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2014
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$15.2K
|
-$241
|
9
|
0%
|
Reduced
|
|
|
2015
|
First Financial Corp
Terre Haute,
Indiana
|
$14.3K
|
-$1.93K
|
2
|
0.01%
|
Reduced
|
|
|
2016
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$14.1K
|
-$2.41K
|
1
|
0%
|
Reduced
|
|
|
2017
|
Financial Connections Group
Corte Madera,
California
|
$14K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2018
|
FWL Investment Management
Dallas,
Texas
|
$13.9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2019
|
American Capital Advisory
Ketchum,
Idaho
|
$13.5K
|
-$3.27K
|
1
|
0.01%
|
Reduced
|
|
|
2020
|
Pineridge Advisors
St. Charles,
Missouri
|
$13.4K
|
-$2.41K
|
2
|
0.01%
|
Reduced
|
|
|
2021
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$13.1K
|
-$2.41K
|
1
|
0%
|
Reduced
|
|
|
2022
|
Tucker Asset Management
Littleton,
Colorado
|
$12.8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
Aspire Private Capital
Cornelius,
North Carolina
|
$12.7K
|
-$2.29K
|
1
|
0%
|
Reduced
|
|
|
2024
|
Avion Wealth
The Woodlands,
Texas
|
$12K
|
-$657
|
3
|
0%
|
Reduced
|
|
|
2025
|
Westside Investment Management
Santa Monica,
California
|
$11.4K
|
-$2.05K
|
1
|
0%
|
Reduced
|
|