|
2001
|
Manchester Financial
Westlake Village,
California
|
$20K
|
+$19.4K
|
3
|
0.01%
|
New
|
|
|
2002
|
First Financial Corp
Terre Haute,
Indiana
|
$19K
|
-$355
|
1
|
0.01%
|
Reduced
|
|
|
2003
|
Kessler Investment Group
Columbus,
Indiana
|
$19K
|
+$9.76K
|
1
|
0.02%
|
Increased
|
|
|
2004
|
Lee Financial
Dallas,
Texas
|
$19K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2005
|
Tompkins Financial
Ithaca,
New York
|
$19K
|
-$5.24K
|
1
|
0%
|
Reduced
|
|
|
2006
|
McIlrath & Eck
Arlington,
Washington
|
$18K
|
+$2.93K
|
2
|
0.01%
|
Increased
|
|
|
2007
|
Acima Private Wealth
Richmond,
Virginia
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2008
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$17K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2009
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$15K
|
+$12K
|
1
|
0.01%
|
New
|
|
|
2010
|
Financial Enhancement Group
Anderson,
Indiana
|
$15K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2011
|
CKW Financial Group
Honolulu,
Hawaii
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$14K
|
-$3.25K
|
3
|
0%
|
Reduced
|
|
|
2013
|
Accuvest Global Advisors
Provo,
Utah
|
$13K
|
+$10.4K
|
1
|
0.03%
|
New
|
|
|
2014
|
Bourgeon Capital Management
Darien,
Connecticut
|
$13K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2015
|
Close Asset Management
London,
United Kingdom
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
Jackson Square Capital
San Francisco,
California
|
$13K
|
+$12K
|
1
|
0.01%
|
New
|
|
|
2017
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$13K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2018
|
Blume Capital Management
Berkeley,
California
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2019
|
Founders Capital Management (Texas)
Houston,
Texas
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2020
|
Lake Point Wealth Management
Rockwall,
Texas
|
$12K
|
+$9.9K
|
3
|
0%
|
New
|
|
|
2021
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2022
|
Wealthcare Capital Management
Richmond,
Virginia
|
$12K
|
+$10.5K
|
3
|
0%
|
New
|
|
|
2023
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$11K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2024
|
Tobias Financial Advisors
Plantation,
Florida
|
$11K
|
+$10.2K
|
2
|
0.01%
|
New
|
|
|
2025
|
Atlas Private Wealth Management
Albany,
New York
|
$10K
|
+$8.13K
|
1
|
0.01%
|
New
|
|