|
2001
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$46.1K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2002
|
Sierra Ocean
Ripon,
California
|
$45.2K
|
+$2.03K
|
6
|
0.04%
|
Increased
|
|
|
2003
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$45.1K
|
+$14.9K
|
2
|
0.02%
|
Increased
|
|
|
2004
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$44.1K
|
+$45.8K
|
2
|
0.01%
|
New
|
|
|
2005
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$43.8K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2006
|
Saudi Central Bank
Riyadh,
Saudi Arabia
|
$43.7K
|
+$43.4K
|
4
|
0.23%
|
New
|
|
|
2007
|
Silicon Valley Capital Partners
San Jose,
California
|
$43.5K
|
-$27.9K
|
1
|
0.01%
|
Reduced
|
|
|
2008
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$43K
|
+$42.9K
|
3
|
0.04%
|
New
|
|
|
2009
|
Wiser Advisor Group
Phoenix,
Arizona
|
$41.8K
|
-$64.5K
|
1
|
0.06%
|
Reduced
|
|
|
2010
|
Centricity Wealth Management
Westerville,
Ohio
|
$40.9K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2011
|
Ionic Capital Management
New York
|
$40.3K
|
-$95.2K
|
1
|
0.01%
|
Reduced
|
|
|
2012
|
E Fund Management (HK)
Central,
Hong Kong
|
$37K
|
-$7.29K
|
1
|
0.03%
|
Reduced
|
|
|
2013
|
Headlands Technologies
Chicago,
Illinois
|
$36.4K
|
-$6.26M
|
1
|
0%
|
Reduced
|
|
|
2014
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$35K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2015
|
Chilton Capital Management
Houston,
Texas
|
$34.2K
|
-$11.8K
|
1
|
0%
|
Reduced
|
|
|
2016
|
Center for Financial Planning
Southfied,
Michigan
|
$33.1K
|
+$10.2K
|
2
|
0%
|
Increased
|
|
|
2017
|
Activest Wealth Management
Aventure,
Florida
|
$32.7K
|
+$32K
|
4
|
0.01%
|
Increased
|
|
|
2018
|
Tortoise Investment Management
White Plains,
New York
|
$32.6K
|
-$11.1K
|
2
|
0%
|
Reduced
|
|
|
2019
|
Asset Dedication LLC
San Francisco,
California
|
$32.6K
|
-$18.5K
|
3
|
0%
|
Reduced
|
|
|
2020
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$31.4K
|
+$1.55K
|
3
|
0.01%
|
Increased
|
|
|
2021
|
Salomon & Ludwin
Richmond,
Virginia
|
$31.3K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2022
|
Pin Oak Investment Advisors
Houston,
Texas
|
$31K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2023
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$30.8K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2024
|
Fortitude Family Office
Scottsdale,
Arizona
|
$30.2K
|
-$7.86K
|
3
|
0.01%
|
Reduced
|
|
|
2025
|
Cedar Wealth Management
Walnut Creek,
California
|
$30.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
