|
2001
|
Perkins Coie Trust Company
Seattle,
Washington
|
$68.3K
|
-$930
|
3
|
0.01%
|
Reduced
|
|
|
2002
|
Pingora Partners
Wilson,
Wyoming
|
$67.9K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
2003
|
Optimum Investment Advisors
Chicago,
Illinois
|
$65.9K
|
-$617
|
1
|
0.03%
|
Reduced
|
|
|
2004
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$65.4K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2005
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$65.4K
|
-$617
|
2
|
0.02%
|
Reduced
|
|
|
2006
|
First Community Trust
Dubuque,
Iowa
|
$65.2K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2007
|
Advantage Trust Company
Salina,
Kansas
|
$64.7K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2008
|
Summit Securities Group
New York
|
$63.9K
|
+$62.2K
|
3
|
0.01%
|
New
|
|
|
2009
|
Frazier Financial Advisors
Columbus,
Ohio
|
$62.7K
|
-$2.36K
|
2
|
0.04%
|
Reduced
|
|
|
2010
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$61.7K
|
-$6.22K
|
2
|
0.01%
|
Reduced
|
|
|
2011
|
Meeder Asset Management
Dublin,
Ohio
|
$57.8K
|
-$8.78K
|
4
|
0%
|
Reduced
|
|
|
2012
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$57.8K
|
+$29.6K
|
3
|
0.01%
|
Increased
|
|
|
2013
|
Asset Dedication LLC
San Francisco,
California
|
$57.7K
|
+$22.4K
|
3
|
0%
|
Increased
|
|
|
2014
|
FWL Investment Management
Dallas,
Texas
|
$56.7K
|
+$39.8K
|
2
|
0.02%
|
Increased
|
|
|
2015
|
MV Capital Management
Bethesda,
Maryland
|
$56.4K
|
+$1.68K
|
5
|
0.01%
|
Increased
|
|
|
2016
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$56.1K
|
-$12K
|
1
|
0.01%
|
Reduced
|
|
|
2017
|
Silicon Valley Capital Partners
San Jose,
California
|
$56.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2018
|
GoalVest Advisory
New York
|
$56.1K
|
+$43.7K
|
1
|
0.01%
|
Increased
|
|
|
2019
|
Riverview Trust Company
Vancouver,
Washington
|
$56.1K
|
-$19.4K
|
1
|
0.07%
|
Reduced
|
|
|
2020
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$55.8K
|
-$2.34K
|
2
|
0.01%
|
Reduced
|
|
|
2021
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$53.9K
|
-$2.34K
|
1
|
0.05%
|
Reduced
|
|
|
2022
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$53.9K
|
-$27K
|
1
|
0.02%
|
Reduced
|
|
|
2023
|
Rialto Wealth Management
Syracuse,
New York
|
$53.7K
|
+$2.09K
|
8
|
0.02%
|
Increased
|
|
|
2024
|
Ridgewood Investments
Springfield,
New Jersey
|
$52.7K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2025
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$52.6K
|
-$493
|
1
|
0%
|
Reduced
|
|