|
2001
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$1.26M
|
+$148K
|
1
|
0.14%
|
Increased
|
|
|
2002
|
Richmond Brothers
Jackson,
Michigan
|
$1.26M
|
+$1M
|
1
|
0.65%
|
New
|
|
|
2003
|
Millstone Evans Group
Boulder,
Colorado
|
$1.26M
|
+$9.93K
|
15
|
0.68%
|
Increased
|
|
|
2004
|
Sandro Wealth Management
Fairfield,
New Jersey
|
$1.25M
|
+$7.32K
|
1
|
0.9%
|
Increased
|
|
|
2005
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.25M
|
$0
|
1
|
0.6%
|
Maintained
|
|
|
2006
|
PVG Asset Management
Golden,
Colorado
|
$1.25M
|
$0
|
1
|
0.72%
|
Maintained
|
|
|
2007
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.24M
|
-$8.91K
|
3
|
0.08%
|
Reduced
|
|
|
2008
|
Essex Savings Bank
Essex,
Connecticut
|
$1.24M
|
-$54.1K
|
2
|
0.27%
|
Reduced
|
|
|
2009
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.24M
|
-$141K
|
3
|
0.07%
|
Reduced
|
|
|
2010
|
RDA Financial Network
Akron,
Iowa
|
$1.23M
|
+$17.4K
|
1
|
0.27%
|
Increased
|
|
|
2011
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$1.23M
|
+$498K
|
3
|
0.12%
|
Increased
|
|
|
2012
|
Caitlin John
Brighton,
Michigan
|
$1.23M
|
+$136K
|
12
|
0.67%
|
Increased
|
|
|
2013
|
USA Financial Formulas
Ada,
Michigan
|
$1.23M
|
+$850K
|
12
|
0.22%
|
Increased
|
|
|
2014
|
Keebeck Wealth Management
Chicago,
Illinois
|
$1.23M
|
-$1.58M
|
3
|
0.12%
|
Reduced
|
|
|
2015
|
Van Diest Capital
Poly City,
Iowa
|
$1.22M
|
-$292K
|
3
|
1.1%
|
Reduced
|
|
|
2016
|
Everstar Asset Management
Mooresville,
North Carolina
|
$1.22M
|
-$17.6K
|
1
|
0.59%
|
Reduced
|
|
|
2017
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.22M
|
-$410K
|
3
|
0.44%
|
Reduced
|
|
|
2018
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$1.21M
|
-$18.3K
|
8
|
0.03%
|
Reduced
|
|
|
2019
|
Meteora Capital
Boca Raton,
Florida
|
$1.21M
|
-$114K
|
1
|
0.1%
|
Reduced
|
|
|
2020
|
Ridgewood Investments
Springfield,
New Jersey
|
$1.21M
|
+$185K
|
2
|
0.45%
|
Increased
|
|
|
2021
|
Green Alpha Advisors
Niwot,
Colorado
|
$1.21M
|
+$12.5K
|
3
|
0.81%
|
Increased
|
|
|
2022
|
Kendall Capital Management
Rockville,
Maryland
|
$1.21M
|
+$1.24M
|
1
|
0.2%
|
New
|
|
|
2023
|
Apricus Wealth
Beaufort,
South Carolina
|
$1.21M
|
$0
|
2
|
0.58%
|
Maintained
|
|
|
2024
|
Aspire Capital Advisors
Seattle,
Washington
|
$1.2M
|
-$98.3K
|
3
|
0.23%
|
Reduced
|
|
|
2025
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1.2M
|
+$762K
|
1
|
0.06%
|
Increased
|
|