|
2001
|
Strategic Advocates
Logan,
Utah
|
$41.1K
|
+$45.2K
|
1
|
0.01%
|
New
|
|
|
2002
|
Silicon Valley Capital Partners
San Jose,
California
|
$41K
|
+$197
|
1
|
0%
|
Increased
|
|
|
2003
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$40K
|
+$153K
|
3
|
0.01%
|
Increased
|
|
|
2004
|
Physician Wealth Advisors
Midvale,
Utah
|
$40K
|
+$30.5K
|
4
|
0.01%
|
Increased
|
|
|
2005
|
Kelleher Financial Advisors
New York
|
$39.9K
|
+$42.7K
|
1
|
0.01%
|
New
|
|
|
2006
|
Bullock Wealth Management
Bloomington,
Indiana
|
$39.8K
|
-$1.6K
|
1
|
0.02%
|
Reduced
|
|
|
2007
|
Center for Financial Planning
Southfied,
Michigan
|
$39.2K
|
-$1.72K
|
1
|
0%
|
Reduced
|
|
|
2008
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$38K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2009
|
Wealth Watch Advisors
Englewood,
Colorado
|
$38K
|
+$36.8K
|
3
|
0.02%
|
New
|
|
|
2010
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$37.7K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2011
|
D.J. St. Germain
Springfield,
Massachusetts
|
$37.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
LOM Asset Management
Hamilton,
|
$37K
|
-$14.3K
|
1
|
0.01%
|
Reduced
|
|
|
2013
|
Clarity Asset Management
Ames,
Iowa
|
$36.7K
|
+$124
|
1
|
0.02%
|
Increased
|
|
|
2014
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$36.4K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2015
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$36.3K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2016
|
MASECO Private Wealth
London,
|
$35.9K
|
-$17.4K
|
1
|
0%
|
Reduced
|
|
|
2017
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$35.5K
|
-$136K
|
1
|
0.01%
|
Reduced
|
|
|
2018
|
Fairscale Capital
Nashua,
New Hampshire
|
$35.4K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2019
|
Tortoise Investment Management
White Plains,
New York
|
$35.4K
|
+$2.68K
|
5
|
0%
|
Increased
|
|
|
2020
|
Chilton Capital Management
Houston,
Texas
|
$34.9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2021
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$34K
|
+$139
|
1
|
0.01%
|
Increased
|
|
|
2022
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$33.5K
|
+$162
|
2
|
0.01%
|
Increased
|
|
|
2023
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$33.1K
|
+$17.4K
|
1
|
0%
|
Increased
|
|
|
2024
|
Bare Financial Services
Gap,
Pennsylvania
|
$33K
|
+$4.36K
|
7
|
0.01%
|
Increased
|
|
|
2025
|
Bellevue Asset Management
Bellevue,
Washington
|
$32.8K
|
+$1.57K
|
3
|
0.02%
|
Increased
|
|