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Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
RDA Financial Network
2001
RDA Financial Network
Iowa
USD 404 k -USD 127 k -931 -21%
Successful Portfolios
2002
Successful Portfolios
Florida
USD 403 k – – –
Kure Advisory
2003
Kure Advisory
Minnesota
USD 403 k -USD 7.09 k -52 -1%
Ionic Capital Management
2004
Ionic Capital Management
New York
USD 403 k -USD 68.2 k -500 -13%
Amplius Wealth Advisors
2005
Amplius Wealth Advisors
Pennsylvania
USD 402 k +USD 6.96 k +51 +2%
NFP Retirement Inc
2006
NFP Retirement Inc
California
USD 402 k +USD 57.2 k +419 +14%
ProVise Management Group
2007
ProVise Management Group
Florida
USD 401 k – – –
First Heartland Consultants
2008
First Heartland Consultants
Missouri
USD 401 k +USD 63.4 k +465 +16%
APW
2009
Aurora Private Wealth
New Jersey
USD 401 k -USD 579 k -4,244 -55%
Wellington Shields Capital Management
2010
Wellington Shields Capital Management
New York
USD 401 k -USD 466 k -3,414 -50%
Arbor Trust Wealth Advisors
2011
Arbor Trust Wealth Advisors
Michigan
USD 400 k -USD 102 k -750 -18%
Wick Capital Partners
2012
Wick Capital Partners
Pennsylvania
USD 400 k -USD 128 k -941 -22%
Affinity Capital Advisors
2013
Affinity Capital Advisors
California
USD 400 k -USD 298 k -2,188 -42%
First Manhattan
2014
First Manhattan
New York
USD 399 k -USD 141 k -1,030 -23%
Heritage Wealth Management (Ohio)
2015
Heritage Wealth Management (Ohio)
Ohio
USD 399 k -USD 25.1 k -184 -5%
Kimelman & Baird
2016
Kimelman & Baird
New York
USD 398 k +USD 128 k +939 +38%
Avalon Capital Management
2017
Avalon Capital Management
California
USD 396 k – – –
Variant Private Wealth
2018
Variant Private Wealth
Virginia
USD 396 k -USD 1.09 k -8 -0.2%
Limestone Investment Advisors
2019
Limestone Investment Advisors
New York
USD 396 k -USD 187 k -1,370 -29%
All Terrain Financial Advisors
2020
All Terrain Financial Advisors
Minnesota
USD 393 k +USD 4.64 k +34 +1%
Choate Investment Advisors
2021
Choate Investment Advisors
Massachusetts
USD 393 k +USD 16.4 k +120 +4%
Syverson Strege & Co
2022
Syverson Strege & Co
Iowa
USD 392 k +USD 104 k +759 +29%
Jag Capital Management
2023
Jag Capital Management
Missouri
USD 392 k – – –
3Chopt Investment Partners
2024
3Chopt Investment Partners
Virginia
USD 392 k +USD 85.7 k +628 +23%
Terril Brothers
2025
Terril Brothers
Missouri
USD 392 k – – –