|
2001
|
Ironwood Financial
Tucson,
Arizona
|
$6K
|
-$2.04K
|
2
|
0%
|
Reduced
|
|
|
2002
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$6K
|
+$4.13K
|
1
|
0%
|
New
|
|
|
2003
|
NVWM LLC
Yardley,
Pennsylvania
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2004
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2005
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2006
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$5K
|
+$4.92K
|
1
|
0%
|
New
|
|
|
2007
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$5K
|
+$4.12K
|
1
|
0%
|
New
|
|
|
2008
|
TD Capital Management
Memphis,
Tennessee
|
$5K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2009
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4K
|
+$869
|
4
|
0%
|
Increased
|
|
|
2010
|
Financial Avengers
Oakland,
California
|
$4K
|
+$3.84K
|
1
|
0%
|
New
|
|
|
2011
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2013
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$4K
|
+$4.18K
|
1
|
0%
|
New
|
|
|
2014
|
Fiduciary Planning
Englewood,
Florida
|
$3K
|
-$2.68K
|
1
|
0%
|
Reduced
|
|
|
2015
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2017
|
Asset Dedication LLC
San Francisco,
California
|
$2K
|
-$11.1K
|
1
|
0%
|
Reduced
|
|
|
2018
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$2K
|
-$51.5K
|
1
|
0%
|
Reduced
|
|
|
2019
|
Bray Capital Advisors
Naples,
Florida
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2020
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$2K
|
+$1.38K
|
1
|
0%
|
New
|
|
|
2021
|
First Financial Corp
Terre Haute,
Indiana
|
$2K
|
-$11K
|
1
|
0%
|
Reduced
|
|
|
2022
|
First National Bank of South Miami
South Miami,
Florida
|
$2K
|
-$8.85K
|
1
|
0%
|
Reduced
|
|
|
2023
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$2K
|
-$1.97K
|
1
|
0%
|
Reduced
|
|
|
2024
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2K
|
-$590
|
1
|
0%
|
Reduced
|
|
|
2025
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$2K
|
+$1.94K
|
2
|
0%
|
Increased
|
|