|
2001
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$65.1K
|
+$70.8K
|
2
|
0.01%
|
New
|
|
|
2002
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$64.1K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2003
|
Pingora Partners
Wilson,
Wyoming
|
$63.2K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
2004
|
FWL Investment Management
Dallas,
Texas
|
$62.7K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2005
|
Clayton Financial Group
St. Louis,
Missouri
|
$62.4K
|
+$693
|
2
|
0.03%
|
Increased
|
|
|
2006
|
Richardson Financial Services
Medway,
Massachusetts
|
$62.3K
|
-$222K
|
1
|
0.02%
|
Reduced
|
|
|
2007
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$61.8K
|
-$25.6K
|
2
|
0%
|
Reduced
|
|
|
2008
|
Sankala Group
Lyons,
Colorado
|
$61.5K
|
+$68.3K
|
1
|
0.05%
|
New
|
|
|
2009
|
Sawyer Falduto Asset Management
Elmhurst,
Illinois
|
$60.9K
|
+$67.5K
|
1
|
0.06%
|
New
|
|
|
2010
|
Whipplewood Advisors
Littleton,
Colorado
|
$60.3K
|
+$1.03K
|
2
|
0.04%
|
Increased
|
|
|
2011
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$59.8K
|
-$15K
|
1
|
0.03%
|
Reduced
|
|
|
2012
|
WPG Advisers
Baltimore,
Maryland
|
$59.5K
|
-$11.1K
|
5
|
0.04%
|
Reduced
|
|
|
2013
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$58.3K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2014
|
Penserra Capital Management
Orinda,
California
|
$58K
|
-$145
|
5
|
0%
|
Reduced
|
|
|
2015
|
Clark Wealth Partners
O'fallon,
Illinois
|
$57.7K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
2016
|
Winnow Wealth
Waco,
Texas
|
$57.3K
|
+$4.17K
|
2
|
0.04%
|
Increased
|
|
|
2017
|
Asset Dedication LLC
San Francisco,
California
|
$56.7K
|
$0
|
3
|
0%
|
Maintained
|
|
|
2018
|
MV Capital Management
Bethesda,
Maryland
|
$54.6K
|
+$6.7K
|
5
|
0.01%
|
Increased
|
|
|
2019
|
Goodman Advisory Group
Needham,
Massachusetts
|
$53.9K
|
-$78.8K
|
1
|
0.01%
|
Reduced
|
|
|
2020
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$53K
|
+$3.39K
|
4
|
0.01%
|
Increased
|
|
|
2021
|
Signature Equity Partners
Columbus,
Ohio
|
$52.5K
|
+$57K
|
4
|
0.03%
|
New
|
|
|
2022
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$52.1K
|
+$54.9K
|
2
|
0.03%
|
New
|
|
|
2023
|
First Community Trust
Dubuque,
Iowa
|
$51.2K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2024
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$51K
|
+$52.2K
|
2
|
0.03%
|
New
|
|
|
2025
|
United Community Bank
Greenville,
South Carolina
|
$50.9K
|
-$101K
|
2
|
0.02%
|
Reduced
|
|