|
2001
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$943
|
$0
|
1
|
0%
|
Maintained
|
|
|
2002
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$943
|
+$920
|
1
|
0%
|
New
|
|
|
2003
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$936
|
$0
|
1
|
0%
|
Maintained
|
|
|
2004
|
Ruedi Wealth Management
Champaign,
Illinois
|
$631
|
$0
|
1
|
0%
|
Maintained
|
|
|
2005
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$578
|
+$177
|
1
|
0%
|
New
|
|
|
2006
|
Fairscale Capital
Nashua,
New Hampshire
|
$536
|
$0
|
1
|
0%
|
Maintained
|
|
|
2007
|
Tortoise Investment Management
White Plains,
New York
|
$526
|
$0
|
1
|
0%
|
Maintained
|
|
|
2008
|
Capital & Planning LLC
Jonesboro,
Georgia
|
$332
|
+$266
|
1
|
0%
|
New
|
|
|
2009
|
PFG Private Wealth Management
Lutz,
Florida
|
$325
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
Swan Capital
Pensacola,
Florida
|
$149
|
+$170
|
1
|
0%
|
Increased
|
|
|
2011
|
1858 Wealth Management
Akron,
Ohio
|
$0
|
-$204K
|
0
|
–
|
Closed
|
|
|
2012
|
44 Wealth Management
Eugene,
Oregon
|
$0
|
-$255K
|
0
|
–
|
Closed
|
|
|
2013
|
Accuvest Global Advisors
Provo,
Utah
|
$0
|
-$769K
|
0
|
–
|
Closed
|
|
|
2014
|
Aigen Investment Management
New York
|
$0
|
-$461K
|
0
|
–
|
Closed
|
|
|
2015
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$0
|
-$312K
|
0
|
–
|
Closed
|
|
|
2016
|
Anson Funds Management
Dallas,
Texas
|
$0
|
-$5.07M
|
0
|
–
|
Closed
|
|
|
2017
|
Arista Wealth Management
Las Vegas,
Nevada
|
$0
|
-$8.52K
|
0
|
–
|
Closed
|
|
|
2018
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$0
|
-$837K
|
0
|
–
|
Closed
|
|
|
2019
|
Ashton Thomas Securities
Rochester,
New York
|
$0
|
-$199K
|
0
|
–
|
Closed
|
|
|
2020
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$0
|
-$1.05M
|
0
|
–
|
Closed
|
|
|
2021
|
Atlas Financial Advisors
Oroville,
California
|
$0
|
-$244K
|
0
|
–
|
Closed
|
|
|
2022
|
Avidian Wealth Enterprises
Houston,
Texas
|
$0
|
-$223K
|
0
|
–
|
Closed
|
|
|
2023
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$0
|
-$223K
|
0
|
–
|
Closed
|
|
|
2024
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$0
|
-$248K
|
0
|
–
|
Closed
|
|
|
2025
|
Berger Financial Group
Plymouth,
Minnesota
|
$0
|
-$218K
|
0
|
–
|
Closed
|
|