|
2001
|
Vicus Capital
State College,
Pennsylvania
|
$287K
|
+$15.1K
|
1
|
0.02%
|
Increased
|
|
|
2002
|
Northwest Wealth Management
Spencer,
Iowa
|
$286K
|
+$9.69K
|
1
|
0.05%
|
Increased
|
|
|
2003
|
Wealth Architects
Mountain View,
California
|
$283K
|
-$20.6K
|
1
|
0.03%
|
Reduced
|
|
|
2004
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$283K
|
-$10.3K
|
1
|
0.14%
|
Reduced
|
|
|
2005
|
Integrity Financial
Cheyenne,
Wyoming
|
$282K
|
+$23.6K
|
1
|
0.13%
|
Increased
|
|
|
2006
|
Ascent Capital Management
Bend,
Oregon
|
$282K
|
-$100K
|
1
|
0.23%
|
Reduced
|
|
|
2007
|
Resources Management Corp
West Hartford,
Connecticut
|
$282K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2008
|
BlackDiamond Wealth Management
New York
|
$282K
|
+$277K
|
1
|
0.15%
|
New
|
|
|
2009
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$281K
|
-$7.27K
|
1
|
0.11%
|
Reduced
|
|
|
2010
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$281K
|
+$15.1K
|
1
|
0.09%
|
Increased
|
|
|
2011
|
Banco Santander
Madrid,
Spain
|
$280K
|
-$41.8K
|
1
|
0%
|
Reduced
|
|
|
2012
|
Camelot Portfolios
Maumee,
Ohio
|
$280K
|
$0
|
1
|
0.17%
|
Maintained
|
|
|
2013
|
Ariadne Wealth Management
Santa Barbara,
California
|
$280K
|
-$1.82K
|
1
|
0.13%
|
Reduced
|
|
|
2014
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$280K
|
+$8.48K
|
1
|
0.03%
|
Increased
|
|
|
2015
|
Alpha Financial Partners
Lexington,
Kentucky
|
$280K
|
+$12.1K
|
1
|
0.18%
|
Increased
|
|
|
2016
|
West Wealth Group
Irvine,
California
|
$279K
|
+$3.63K
|
1
|
0.06%
|
Increased
|
|
|
2017
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$279K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
2018
|
High Net Worth Advisory Group
Naples,
Florida
|
$278K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
2019
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$278K
|
+$1.21K
|
1
|
0.18%
|
Increased
|
|
|
2020
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$278K
|
-$56.9K
|
1
|
0.12%
|
Reduced
|
|
|
2021
|
Symmetry Partners
Glastonbury,
Connecticut
|
$278K
|
+$37.6K
|
1
|
0.03%
|
Increased
|
|
|
2022
|
Advance Capital Management
Southfield,
Michigan
|
$277K
|
+$2.42K
|
1
|
0.01%
|
Increased
|
|
|
2023
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$277K
|
-$101K
|
1
|
0.08%
|
Reduced
|
|
|
2024
|
Financial Council
Towson,
Maryland
|
$277K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2025
|
Sonora Investment Management Group
Tucson,
Arizona
|
$277K
|
+$27.3K
|
1
|
0.02%
|
Increased
|
|