|
2001
|
Center for Financial Planning
Southfied,
Michigan
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2002
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2003
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2004
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2005
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2006
|
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2007
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$6K
|
+$5.51K
|
1
|
0%
|
New
|
|
|
2008
|
New Millennium Group
Sandy,
Utah
|
$6K
|
+$6.28K
|
1
|
0.01%
|
New
|
|
|
2009
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
|
$5K
|
+$2.7K
|
1
|
0%
|
Increased
|
|
|
2011
|
Eukles Asset Management
Cincinnati,
Ohio
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2013
|
Sierra Capital
Miami,
Florida
|
$5K
|
-$19.8K
|
2
|
0%
|
Reduced
|
|
|
2014
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2015
|
Perkins Coie Trust Company
Seattle,
Washington
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
Pin Oak Investment Advisors
Houston,
Texas
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2017
|
PSI Advisors
Tampa,
Florida
|
$4K
|
-$1K
|
1
|
0%
|
Reduced
|
|
|
2018
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2019
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$3K
|
-$9.23M
|
1
|
0%
|
Reduced
|
|
|
2020
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3K
|
+$1.67K
|
1
|
0%
|
Increased
|
|
|
2021
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.06K
|
+$2.06K
|
3
|
0%
|
New
|
|
|
2022
|
ClariVest Asset Management
San Diego,
California
|
$2K
|
+$459
|
1
|
0%
|
Increased
|
|
|
2023
|
Longfellow Investment Management
Boston,
Massachusetts
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2024
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2025
|
Vectors Research Management
New York
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|