|
2001
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$44K
|
-$4.14K
|
1
|
0.01%
|
Reduced
|
|
|
2002
|
Focused Wealth Management
Newburgh,
New York
|
$44K
|
+$190
|
4
|
0.01%
|
Increased
|
|
|
2003
|
GDS Wealth Management
Flower Mound,
Texas
|
$44K
|
+$66.3K
|
1
|
0.01%
|
New
|
|
|
2004
|
High Net Worth Advisory Group
Naples,
Florida
|
$44K
|
-$24.3K
|
2
|
0.02%
|
Reduced
|
|
|
2005
|
O'Dell Group
Cincinnati,
Ohio
|
$44K
|
-$4.62K
|
3
|
0.02%
|
Reduced
|
|
|
2006
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$43K
|
-$11K
|
4
|
0.02%
|
Reduced
|
|
|
2007
|
Heritage Financial Services
Westwood,
Massachusetts
|
$43K
|
+$49.5K
|
2
|
0.02%
|
New
|
|
|
2008
|
CVA Family Office
Denver,
Colorado
|
$41K
|
-$10K
|
4
|
0.01%
|
Reduced
|
|
|
2009
|
Arcus Capital Partners
Atlanta,
Georgia
|
$40K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2010
|
West Financial Advisors
Des Moines,
Iowa
|
$39K
|
-$7.04K
|
1
|
0.01%
|
Reduced
|
|
|
2011
|
Exane Derivatives
Paris,
France
|
$38.5K
|
-$25K
|
4
|
0.02%
|
Reduced
|
|
|
2012
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$38K
|
+$38.6K
|
4
|
0.02%
|
New
|
|
|
2013
|
IMA Advisory Services
Denver,
Colorado
|
$38K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2014
|
Alterna Wealth Management
Houston,
Texas
|
$37K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2015
|
DB Wealth Management Group
San Diego,
California
|
$37K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
2016
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$37K
|
-$17.4K
|
3
|
0.02%
|
Reduced
|
|
|
2017
|
Pacifica Partners
Surrey,
Canada
|
$37K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
2018
|
Kelly Financial Services
Braintree,
Massachusetts
|
$36.8K
|
-$47
|
3
|
0.02%
|
Reduced
|
|
|
2019
|
FNY Investment Advisers
New York
|
$36K
|
+$4.61K
|
4
|
0.03%
|
Increased
|
|
|
2020
|
Wolff Wiese Magana
Carslbad,
California
|
$36K
|
+$14.7K
|
4
|
0.03%
|
Increased
|
|
|
2021
|
Column Capital Advisors
Indianapolis,
Indiana
|
$35K
|
-$22K
|
4
|
0.01%
|
Reduced
|
|
|
2022
|
Denali Advisors
San Diego,
California
|
$35K
|
+$13.4K
|
1
|
0.02%
|
Increased
|
|
|
2023
|
Financial Management Professionals
Austin,
Texas
|
$35K
|
-$7.19K
|
4
|
0.01%
|
Reduced
|
|
|
2024
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$35K
|
+$1.91K
|
1
|
0.03%
|
Increased
|
|
|
2025
|
Good Life Advisors
Reading,
Pennsylvania
|
$35K
|
$0
|
1
|
0%
|
Maintained
|
|