|
2001
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$32K
|
+$9.82K
|
3
|
0.02%
|
Increased
|
|
|
2002
|
Delphi Private Advisors
San Diego,
California
|
$31K
|
-$3.29K
|
2
|
0.05%
|
Reduced
|
|
|
2003
|
Stanford Investment Group
Mountain View,
California
|
$31K
|
-$6.27K
|
3
|
0.02%
|
Reduced
|
|
|
2004
|
Integrated Wealth Counsel
Carmel,
California
|
$29K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
2005
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$29K
|
+$12.6K
|
3
|
0.02%
|
Increased
|
|
|
2006
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$27.6K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2007
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$25K
|
-$21.1K
|
2
|
0.01%
|
Reduced
|
|
|
2008
|
Horrell Capital Management
Little Rock,
Arkansas
|
$25K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2009
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$24K
|
+$3.13K
|
3
|
0.01%
|
Increased
|
|
|
2010
|
Macroview Investment Management
Bethesda,
Maryland
|
$22K
|
$0
|
1
|
0.12%
|
Maintained
|
|
|
2011
|
TD Capital Management
Memphis,
Tennessee
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2012
|
Fusion Family Wealth
Woodbury,
New York
|
$19K
|
+$18.6K
|
1
|
0.01%
|
New
|
|
|
2013
|
Kings Point Capital Management
Great Neck,
New York
|
$19K
|
-$24K
|
1
|
0%
|
Reduced
|
|
|
2014
|
Florence Capital Advisors
New York
|
$17K
|
+$13.8K
|
1
|
0.02%
|
New
|
|
|
2015
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2016
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$15K
|
+$15.3K
|
1
|
0%
|
New
|
|
|
2017
|
Catamount Wealth Management
Westport,
Connecticut
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2018
|
Benson Investment Management Company
Roanoke,
Virginia
|
$11K
|
+$10.5K
|
1
|
0.01%
|
New
|
|
|
2019
|
CKW Financial Group
Honolulu,
Hawaii
|
$11K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2020
|
Harvest Fund Management
Beijing,
China
|
$11K
|
+$11.4K
|
1
|
0%
|
New
|
|
|
2021
|
Private Ocean
San Rafael,
California
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2022
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$5.01K
|
+$4.74K
|
1
|
0%
|
New
|
|
|
2023
|
Barnett & Company
Chattanooga,
Tennessee
|
$5K
|
-$80.1K
|
1
|
0%
|
Reduced
|
|
|
2024
|
Pacific Center for Financial Services
San Ramon,
California
|
$5K
|
+$5.24K
|
1
|
0%
|
New
|
|
|
2025
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|