|
2001
|
Opal Wealth Advisors
Jericho,
New York
|
$20.1K
|
+$19.9K
|
1
|
0%
|
New
|
|
|
2002
|
Swiss Re
Zurich,
Switzerland
|
$19.9K
|
$0
|
2
|
0.12%
|
Maintained
|
|
|
2003
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$19.5K
|
+$18.9K
|
3
|
0.01%
|
Increased
|
|
|
2004
|
Asset Dedication LLC
San Francisco,
California
|
$19.5K
|
-$32.9K
|
2
|
0%
|
Reduced
|
|
|
2005
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$19.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2006
|
Community Bank
Dewitt,
New York
|
$19.1K
|
-$89K
|
1
|
0%
|
Reduced
|
|
|
2007
|
Meeder Asset Management
Dublin,
Ohio
|
$19.1K
|
-$1.02M
|
2
|
0%
|
Reduced
|
|
|
2008
|
Torren Management
San Diego,
California
|
$18.7K
|
-$107K
|
4
|
0.01%
|
Reduced
|
|
|
2009
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$18.4K
|
+$3.69K
|
2
|
0%
|
Increased
|
|
|
2010
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$17.7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2011
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$17.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
Joseph Group Capital Management
Columbus,
Ohio
|
$17.4K
|
+$13.3K
|
2
|
0%
|
Increased
|
|
|
2013
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$17.3K
|
+$87
|
1
|
0.01%
|
Increased
|
|
|
2014
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$17.1K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2015
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$16.5K
|
+$8.46K
|
7
|
0.02%
|
Increased
|
|
|
2016
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$16.4K
|
+$6.43K
|
3
|
0.01%
|
Increased
|
|
|
2017
|
Hughes Financial Services
Herndon,
Virginia
|
$16.4K
|
+$3.3K
|
8
|
0%
|
Increased
|
|
|
2018
|
Financial Consulate
Hunt Valley,
Maryland
|
$16.2K
|
-$545
|
3
|
0%
|
Reduced
|
|
|
2019
|
Financial Management Professionals
Austin,
Texas
|
$16.1K
|
-$7.21K
|
3
|
0%
|
Reduced
|
|
|
2020
|
Bullock Wealth Management
Bloomington,
Indiana
|
$15.9K
|
-$2.21K
|
1
|
0.01%
|
Reduced
|
|
|
2021
|
American Capital Advisory
Ketchum,
Idaho
|
$15.6K
|
+$969
|
5
|
0.01%
|
Increased
|
|
|
2022
|
Matthew Hamilton Rosenberg
|
$15.5K
|
-$6.61K
|
2
|
0%
|
Reduced
|
|
|
2023
|
Strategic Advocates
Logan,
Utah
|
$15.4K
|
-$18.9K
|
2
|
0.07%
|
Reduced
|
|
|
2024
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$15.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2025
|
Raffa Wealth Management
Washington,
District of Columbia
|
$15K
|
+$1.11K
|
8
|
0%
|
Increased
|
|