|
2001
|
Valley Wealth Managers
Paramus,
New Jersey
|
$4.62K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2002
|
Credential Qtrade Securities
Vancouver,
|
$4.51K
|
+$4.7K
|
1
|
0%
|
New
|
|
|
2003
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$4.38K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2004
|
DecisionPoint Financial
Mesa,
Arizona
|
$4.12K
|
+$4.29K
|
1
|
0%
|
New
|
|
|
2005
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$4.03K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2006
|
Pin Oak Investment Advisors
Houston,
Texas
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2007
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$3.77K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2008
|
Paladin Advisory Group
Clive,
Iowa
|
$3.73K
|
+$3.88K
|
1
|
0%
|
New
|
|
|
2009
|
Perkins Coie Trust Company
Seattle,
Washington
|
$3.69K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$3.58K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2011
|
Avion Wealth
The Woodlands,
Texas
|
$3K
|
+$2.47K
|
2
|
0%
|
Increased
|
|
|
2012
|
Front Row Advisors
Tiburon,
California
|
$3K
|
+$2.54K
|
1
|
0%
|
New
|
|
|
2013
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2014
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$2.89K
|
+$2.9K
|
1
|
0%
|
New
|
|
|
2015
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2.45K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
|
$2.35K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2017
|
PEAK6 Investments
Chicago,
Illinois
|
$2K
|
-$1.67M
|
2
|
0%
|
Reduced
|
|
|
2018
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$1.96K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2019
|
Longfellow Investment Management
Boston,
Massachusetts
|
$1.57K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2020
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.18K
|
-$1.09K
|
1
|
0%
|
Reduced
|
|
|
2021
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1K
|
+$1.39K
|
1
|
0%
|
New
|
|
|
2022
|
PrairieView Partners
St. Paul,
Minnesota
|
$1K
|
-$4.7K
|
1
|
0%
|
Reduced
|
|
|
2023
|
Retirement Group
San Diego,
California
|
$1K
|
-$139K
|
1
|
0%
|
Reduced
|
|
|
2024
|
Steward Financial Group
Colleyville,
Texas
|
$1K
|
+$680
|
1
|
0%
|
Increased
|
|
|
2025
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$693
|
$0
|
2
|
0%
|
Maintained
|
|