|
2001
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2002
|
MV Capital Management
Bethesda,
Maryland
|
$8K
|
-$1.55K
|
3
|
0%
|
Reduced
|
|
|
2003
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2004
|
Oxford Financial Group
Carmel,
Indiana
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2005
|
Selective Wealth Management
Forest,
Virginia
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2006
|
Evolution Wealth Advisors
Aventura,
Florida
|
$6K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2007
|
Ovata Capital Management
Hong Kong
|
$6K
|
+$7.13K
|
1
|
0%
|
New
|
|
|
2008
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$6K
|
+$6.11K
|
1
|
0%
|
New
|
|
|
2009
|
Cypress Point Wealth Management
Dallas,
Texas
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$5K
|
+$6.72K
|
1
|
0%
|
New
|
|
|
2011
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$5K
|
+$4.65K
|
1
|
0%
|
New
|
|
|
2013
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$4K
|
-$4K
|
2
|
0%
|
Reduced
|
|
|
2014
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2015
|
PrairieView Partners
St. Paul,
Minnesota
|
$4K
|
+$4.64K
|
2
|
0%
|
New
|
|
|
2016
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$3.97K
|
+$4.15K
|
1
|
0%
|
New
|
|
|
2017
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$3K
|
+$3.49K
|
1
|
0%
|
New
|
|
|
2019
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2020
|
Macroview Investment Management
Bethesda,
Maryland
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2021
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$3K
|
+$1.65K
|
2
|
0%
|
Increased
|
|
|
2022
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2023
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$3K
|
-$5K
|
1
|
0%
|
Reduced
|
|
|
2024
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2025
|
Ravenstone Capital Management
Toronto,
|
$2.95K
|
+$3.06K
|
1
|
0%
|
New
|
|