|
2001
|
Callan Capital
La Jolla,
California
|
$25K
|
+$28.5K
|
1
|
0.01%
|
New
|
|
|
2002
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$25K
|
+$24.5K
|
1
|
0.02%
|
New
|
|
|
2003
|
FCM Investments
Dallas,
Texas
|
$24K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2004
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$24K
|
+$5.58K
|
2
|
0.01%
|
Increased
|
|
|
2005
|
Simply Money Advisors
Cincinnati,
Ohio
|
$23K
|
+$17.4K
|
1
|
0%
|
Increased
|
|
|
2006
|
LifePlan Financial Group
Dayton,
Ohio
|
$21K
|
+$339
|
2
|
0.02%
|
Increased
|
|
|
2007
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$20.1K
|
+$831
|
2
|
2.77%
|
Increased
|
|
|
2008
|
Bouchey Financial Group
Troy,
New York
|
$20K
|
+$22.8K
|
1
|
0.01%
|
New
|
|
|
2009
|
SRH Advisors
Salina,
Kansas
|
$19K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
2010
|
Pathstone Family Office
Englewood,
New Jersey
|
$18K
|
-$25.1K
|
2
|
0.05%
|
Reduced
|
|
|
2011
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$17.3K
|
+$17.5K
|
1
|
0%
|
New
|
|
|
2012
|
Winch Advisory Services
Appleton,
Wisconsin
|
$17K
|
+$16.4K
|
3
|
0.01%
|
New
|
|
|
2013
|
Raffa Wealth Management
Washington,
District of Columbia
|
$13.7K
|
-$9.8K
|
2
|
0.01%
|
Reduced
|
|
|
2014
|
First Eagle Investment Management
New York
|
$13K
|
+$158
|
1
|
0%
|
Increased
|
|
|
2015
|
Macroview Investment Management
Bethesda,
Maryland
|
$13K
|
-$11.1K
|
4
|
0.02%
|
Reduced
|
|
|
2016
|
Tortoise Investment Management
White Plains,
New York
|
$13K
|
+$11.5K
|
3
|
0.01%
|
Increased
|
|
|
2017
|
Financial Advantage
Columbia,
Maryland
|
$12K
|
-$40K
|
1
|
0.01%
|
Reduced
|
|
|
2018
|
Wealthcare Capital Management
Richmond,
Virginia
|
$12K
|
+$11.6K
|
1
|
0%
|
New
|
|
|
2019
|
Amida Capital Management II
New York
|
$6K
|
-$114K
|
1
|
0.01%
|
Reduced
|
|
|
2020
|
GM Advisory Group
Melville,
New York
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2021
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$6K
|
+$5.01K
|
1
|
0%
|
New
|
|
|
2022
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$4K
|
+$3.41K
|
1
|
0%
|
New
|
|
|
2024
|
Denali Advisors
San Diego,
California
|
$4K
|
-$162K
|
1
|
0%
|
Reduced
|
|
|
2025
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2K
|
+$2.06K
|
1
|
0%
|
New
|
|