|
2001
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$24K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2002
|
TD Securities (USA)
New York
|
$24K
|
-$208
|
5
|
0.22%
|
Reduced
|
|
|
2003
|
Balentine LLC
Atlanta,
Georgia
|
$23K
|
-$19.2K
|
2
|
0.01%
|
Reduced
|
|
|
2004
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$23K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2005
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$23K
|
-$4.31K
|
2
|
0.02%
|
Reduced
|
|
|
2006
|
Wealthcare Capital Management
Richmond,
Virginia
|
$23K
|
-$10.5K
|
3
|
0%
|
Reduced
|
|
|
2007
|
Redwood Investments
Boston,
Massachusetts
|
$21K
|
+$5.31K
|
1
|
0%
|
Increased
|
|
|
2008
|
SRH Advisors
Salina,
Kansas
|
$21K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2009
|
Sterling Global Strategies
Carlsbad,
California
|
$20K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
2010
|
Lagoda Investment Management
New York
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2011
|
Lenox Wealth Advisors
New York
|
$14K
|
-$6.56K
|
2
|
0%
|
Reduced
|
|
|
2012
|
Payden & Rygel
Los Angeles,
California
|
$14K
|
-$18K
|
1
|
0%
|
Reduced
|
|
|
2013
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$14K
|
+$188
|
4
|
0.01%
|
Increased
|
|
|
2014
|
CKW Financial Group
Honolulu,
Hawaii
|
$12K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2015
|
Sequent Asset Management
Houston,
Texas
|
$12K
|
-$329K
|
1
|
0.01%
|
Reduced
|
|
|
2016
|
USA Mutuals Advisors
Dallas,
Texas
|
$12K
|
+$4.44K
|
4
|
0.01%
|
Increased
|
|
|
2017
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$9K
|
+$8.7K
|
1
|
0%
|
Increased
|
|
|
2018
|
Ironwood Financial
Tucson,
Arizona
|
$9K
|
+$8.38K
|
2
|
0.01%
|
New
|
|
|
2019
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9K
|
-$33K
|
1
|
0%
|
Reduced
|
|
|
2020
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$8K
|
-$2K
|
1
|
0.01%
|
Reduced
|
|
|
2021
|
Bouchey Financial Group
Troy,
New York
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2022
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2023
|
Crosspoint Capital Strategies
Orinda,
California
|
$6K
|
-$1.54M
|
1
|
0.01%
|
Reduced
|
|
|
2024
|
Stanford Investment Group
Mountain View,
California
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2025
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$5.27K
|
+$5.59K
|
1
|
0%
|
New
|
|