|
2001
|
HWG Holdings
Houston,
Texas
|
$1.83K
|
+$2.09K
|
1
|
0%
|
New
|
|
|
2002
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.83K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2003
|
Garde Capital
Seattle,
Washington
|
$1.53K
|
+$1.74K
|
1
|
0%
|
New
|
|
|
2004
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.53K
|
-$3.49K
|
1
|
0%
|
Reduced
|
|
|
2005
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.53K
|
+$1.74K
|
1
|
0%
|
New
|
|
|
2006
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1.53K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2007
|
Nova Wealth Management
Bonita Springs,
Florida
|
$1.53K
|
+$349
|
1
|
0%
|
Increased
|
|
|
2008
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.53K
|
+$349
|
1
|
0%
|
Increased
|
|
|
2009
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$1.22K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
Goodman Advisory Group
Needham,
Massachusetts
|
$1.22K
|
+$1.4K
|
1
|
0%
|
New
|
|
|
2011
|
High Note Wealth
Deephaven,
Minnesota
|
$1.22K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
Briaud Financial Planning
College Station,
Texas
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2013
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2014
|
Anfield Capital Management
Irvine,
California
|
$916
|
$0
|
1
|
0%
|
Maintained
|
|
|
2015
|
Davis Capital Management
Jacksonville,
Florida
|
$916
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
Financially Speaking
Greenwood Village,
Colorado
|
$916
|
$0
|
1
|
0%
|
Maintained
|
|
|
2017
|
GoalVest Advisory
New York
|
$916
|
+$1.05K
|
1
|
0%
|
New
|
|
|
2018
|
Lummis Asset Management
Fort Worth,
Texas
|
$916
|
$0
|
1
|
0%
|
Maintained
|
|
|
2019
|
Peterson Wealth Services
South Ogden,
Utah
|
$916
|
-$18.5K
|
1
|
0%
|
Reduced
|
|
|
2020
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$916
|
$0
|
1
|
0%
|
Maintained
|
|
|
2021
|
Richardson Financial Services
Medway,
Massachusetts
|
$916
|
+$349
|
1
|
0%
|
Increased
|
|
|
2022
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$916
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$659
|
$0
|
1
|
0%
|
Maintained
|
|
|
2024
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$612
|
+$697
|
1
|
0%
|
New
|
|
|
2025
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$611
|
$0
|
1
|
0%
|
Maintained
|
|