|
2001
|
Frazier Financial Advisors
Columbus,
Ohio
|
$57.3K
|
+$2.2K
|
3
|
0.05%
|
Increased
|
|
|
2002
|
Banque Transatlantique
Paris,
France
|
$56.9K
|
+$62.3K
|
1
|
0%
|
New
|
|
|
2003
|
WR Wealth Planners
Columbia,
Missouri
|
$55.5K
|
+$3.27K
|
4
|
0.02%
|
Increased
|
|
|
2004
|
Oakworth Capital
Birmingham,
Alabama
|
$55.2K
|
$0
|
3
|
0%
|
Maintained
|
|
|
2005
|
True Wealth Design
Akron,
Ohio
|
$54.4K
|
+$6.04K
|
5
|
0.02%
|
Increased
|
|
|
2006
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$54.1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2007
|
Private Wealth Management Group
Princeton,
New Jersey
|
$53.8K
|
+$7.93K
|
6
|
0.02%
|
Increased
|
|
|
2008
|
Union Savings Bank
Litchfield,
Connecticut
|
$53.4K
|
-$17.3K
|
2
|
0.03%
|
Reduced
|
|
|
2009
|
Asset Dedication LLC
San Francisco,
California
|
$52.5K
|
-$5.49K
|
3
|
0%
|
Reduced
|
|
|
2010
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$50.2K
|
+$50.5K
|
1
|
0.02%
|
New
|
|
|
2011
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$48.7K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2012
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$48.4K
|
+$3.84K
|
3
|
0.01%
|
Increased
|
|
|
2013
|
Ridgewood Investments
Springfield,
New Jersey
|
$48.3K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2014
|
Caisse Des Depots Et Consignations
Paris,
France
|
$47.2K
|
+$51.5K
|
1
|
0%
|
New
|
|
|
2015
|
MV Capital Management
Bethesda,
Maryland
|
$47.1K
|
-$31.9K
|
3
|
0.01%
|
Reduced
|
|
|
2016
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$47.1K
|
-$34.5K
|
2
|
0.02%
|
Reduced
|
|
|
2017
|
Caitlin John
Brighton,
Michigan
|
$46.4K
|
+$157
|
2
|
0.03%
|
Increased
|
|
|
2018
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$44.1K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2019
|
Rialto Wealth Management
Syracuse,
New York
|
$43.9K
|
+$47.2K
|
2
|
0.01%
|
New
|
|
|
2020
|
Financial Gravity Companies
Lakeway,
Texas
|
$43.3K
|
+$43.5K
|
2
|
0.01%
|
Increased
|
|
|
2021
|
Chilton Capital Management
Houston,
Texas
|
$43.2K
|
-$8.55K
|
2
|
0%
|
Reduced
|
|
|
2022
|
Centricity Wealth Management
Westerville,
Ohio
|
$43K
|
+$45.3K
|
2
|
0.04%
|
New
|
|
|
2023
|
Tortoise Investment Management
White Plains,
New York
|
$42.8K
|
-$8.58K
|
3
|
0%
|
Reduced
|
|
|
2024
|
Clarity Asset Management
Ames,
Iowa
|
$42.5K
|
+$200
|
1
|
0.03%
|
Increased
|
|
|
2025
|
McIlrath & Eck
Arlington,
Washington
|
$40.5K
|
+$14.1K
|
2
|
0.01%
|
Increased
|
|