|
2001
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$14K
|
-$2K
|
3
|
0.01%
|
Reduced
|
|
|
2002
|
Stanford Investment Group
Mountain View,
California
|
$14K
|
+$6.09K
|
1
|
0.01%
|
Increased
|
|
|
2003
|
CKW Financial Group
Honolulu,
Hawaii
|
$13K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2004
|
Sterling Global Strategies
Carlsbad,
California
|
$13K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2005
|
Lenox Wealth Advisors
New York
|
$12K
|
-$1K
|
1
|
0%
|
Reduced
|
|
|
2006
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$12K
|
-$8.62K
|
2
|
0.02%
|
Reduced
|
|
|
2007
|
Ironwood Financial
Tucson,
Arizona
|
$9K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2008
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2009
|
Bouchey Financial Group
Troy,
New York
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
|
$8K
|
-$6.28M
|
1
|
0%
|
Reduced
|
|
|
2011
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
USA Mutuals Advisors
Dallas,
Texas
|
$8K
|
-$3K
|
3
|
0%
|
Reduced
|
|
|
2013
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$6K
|
-$2.81K
|
3
|
0%
|
Reduced
|
|
|
2014
|
Sequent Asset Management
Houston,
Texas
|
$6K
|
-$5.82K
|
1
|
0%
|
Reduced
|
|
|
2015
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$5K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2016
|
Integrated Wealth Counsel
Carmel,
California
|
$5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2017
|
Piershale Financial Group
Barrington,
Illinois
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
Shamrock Asset Management
Dallas,
Texas
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2019
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$3.66K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2020
|
Rocky Mountain Private Wealth Management
Sugar Land,
Texas
|
$3K
|
$0
|
1
|
1.92%
|
Maintained
|
|
|
2021
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$2.38K
|
+$2.45K
|
1
|
0%
|
New
|
|
|
2022
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$2K
|
+$1.06K
|
2
|
0%
|
Increased
|
|
|
2023
|
Cedar Wealth Management
Walnut Creek,
California
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2024
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2025
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2K
|
+$2.76K
|
2
|
0%
|
New
|
|