|
2001
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$3.06K
|
-$4.7K
|
1
|
0.01%
|
Reduced
|
|
|
2002
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3.06K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2003
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$2.77K
|
+$1.31K
|
2
|
0%
|
Increased
|
|
|
2004
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$2.44K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2005
|
Delos Wealth Advisors
Dallas,
Texas
|
$2.35K
|
+$3.42K
|
1
|
0%
|
New
|
|
|
2006
|
Gunpowder Capital Management
Towson,
Maryland
|
$2.32K
|
+$2.62K
|
1
|
0%
|
New
|
|
|
2007
|
Paladin Partners
Hartland,
Wisconsin
|
$2.3K
|
+$2.35K
|
1
|
0%
|
New
|
|
|
2008
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$2.01K
|
-$2.06K
|
2
|
0%
|
Reduced
|
|
|
2009
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$1.63K
|
+$94
|
2
|
0%
|
Increased
|
|
|
2010
|
Bear Mountain Capital
Seattle,
Washington
|
$1.6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2011
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.6K
|
-$9.75K
|
3
|
0%
|
Reduced
|
|
|
2012
|
Davis Capital Management
Jacksonville,
Florida
|
$1.56K
|
$0
|
3
|
0%
|
Maintained
|
|
|
2013
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$1.53K
|
+$1.57K
|
1
|
0%
|
New
|
|
|
2014
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.51K
|
-$65.7K
|
1
|
0%
|
Reduced
|
|
|
2015
|
MASECO Private Wealth
London,
|
$1.51K
|
+$1.61K
|
1
|
0%
|
New
|
|
|
2016
|
Redwood Park Advisors
Redwood City,
California
|
$1.39K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2017
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$1.25K
|
+$1.28K
|
2
|
0%
|
New
|
|
|
2018
|
Creative Capital Management Investments
San Diego,
California
|
$1.24K
|
+$1.31K
|
1
|
0%
|
New
|
|
|
2019
|
Bard Associates
Chicago,
Illinois
|
$1.22K
|
+$1.01K
|
1
|
0%
|
New
|
|
|
2020
|
Winnow Wealth
Waco,
Texas
|
$1.17K
|
-$6.64K
|
3
|
0%
|
Reduced
|
|
|
2021
|
E Fund Management (HK)
Central,
Hong Kong
|
$1.14K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2022
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$1.08K
|
-$328
|
1
|
0%
|
Reduced
|
|
|
2023
|
DecisionPoint Financial
Mesa,
Arizona
|
$933
|
$0
|
2
|
0%
|
Maintained
|
|
|
2024
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$879
|
+$961
|
2
|
0%
|
New
|
|
|
2025
|
DV Trading
Chicago,
Illinois
|
$853
|
+$856
|
2
|
0%
|
New
|
|