|
2001
|
SOA Wealth Advisors
New York
|
$16K
|
$0
|
3
|
0%
|
Maintained
|
|
|
2002
|
Halpern Financial
Ashburn,
Virginia
|
$15.7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2003
|
Delos Wealth Advisors
Dallas,
Texas
|
$15K
|
-$22.3K
|
2
|
0.01%
|
Reduced
|
|
|
2004
|
Achmea Investment Management
Zeist,
Netherlands
|
$14K
|
+$12.9K
|
1
|
0%
|
New
|
|
|
2005
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$14K
|
-$8.53K
|
1
|
0%
|
Reduced
|
|
|
2006
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2007
|
Tradewinds Capital Management
Bellingham,
Washington
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2008
|
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2009
|
Column Capital Advisors
Indianapolis,
Indiana
|
$13K
|
-$83.9K
|
2
|
0%
|
Reduced
|
|
|
2010
|
Optimum Investment Advisors
Chicago,
Illinois
|
$13K
|
+$12.4K
|
1
|
0.01%
|
New
|
|
|
2011
|
Pursue Wealth Partners
Clayton,
California
|
$12.8K
|
+$11.4K
|
1
|
0.01%
|
New
|
|
|
2012
|
Horrell Capital Management
Little Rock,
Arkansas
|
$12K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2013
|
Pin Oak Investment Advisors
Houston,
Texas
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2014
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$11K
|
+$1.71K
|
2
|
0%
|
Increased
|
|
|
2015
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$11K
|
+$10.3K
|
1
|
0.01%
|
New
|
|
|
2016
|
WR Wealth Planners
Columbia,
Missouri
|
$10.5K
|
+$9.76K
|
2
|
0.01%
|
New
|
|
|
2017
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$10K
|
+$9.27K
|
2
|
0.01%
|
New
|
|
|
2018
|
Parkside Investments
Deerfield,
Illinois
|
$10K
|
+$9.55K
|
1
|
0%
|
New
|
|
|
2019
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$9K
|
+$8.15K
|
1
|
0%
|
New
|
|
|
2020
|
Arax Advisory Partners
Denver,
Colorado
|
$9K
|
+$8.86K
|
3
|
0%
|
New
|
|
|
2021
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2022
|
Steward Financial Group
Colleyville,
Texas
|
$9K
|
+$9.69K
|
2
|
0.01%
|
New
|
|
|
2023
|
United Community Bank
Greenville,
South Carolina
|
$8.94K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2024
|
Destiny Wealth Partners
Tavares,
Florida
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2025
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$7K
|
+$5.93K
|
1
|
0%
|
New
|
|