|
2001
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$15K
|
+$13.7K
|
2
|
0.01%
|
New
|
|
|
2002
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$14K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2003
|
Isthmus Partners
Madison,
Wisconsin
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2004
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$14K
|
-$37K
|
2
|
0.01%
|
Reduced
|
|
|
2005
|
Red Cedar Capital
Omaha,
Nebraska
|
$14K
|
+$13.4K
|
1
|
0.01%
|
New
|
|
|
2006
|
Regal Wealth Group
Seal Beach,
California
|
$13K
|
+$64
|
1
|
0.01%
|
Increased
|
|
|
2007
|
Stumpf Capital Management
Scottsdale,
Arizona
|
$10K
|
+$10K
|
1
|
0.01%
|
New
|
|
|
2008
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2009
|
Globeflex Capital
San Diego,
California
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2010
|
Horan Securities
Cincinnati,
United States
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2011
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$8K
|
+$2.76K
|
2
|
0%
|
Increased
|
|
|
2012
|
Cordasco Financial Network
Naples,
Florida
|
$7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2013
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2014
|
Ruggie Capital Group
Tavares,
Florida
|
$6K
|
+$5.25K
|
1
|
0%
|
New
|
|
|
2015
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
Portfolio Solutions
Royal Oak,
Michigan
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2017
|
Trust Asset Management
Houston,
Texas
|
$5K
|
-$49.7K
|
1
|
0%
|
Reduced
|
|
|
2018
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2019
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4K
|
-$4.06K
|
1
|
0%
|
Reduced
|
|
|
2020
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$4K
|
+$2.94K
|
2
|
0%
|
Increased
|
|
|
2021
|
Causeway Capital Management
Los Angeles,
California
|
$3K
|
-$2.76K
|
1
|
0%
|
Reduced
|
|
|
2022
|
Ironwood Financial
Tucson,
Arizona
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
TLP Group
Evanston,
Illinois
|
$3K
|
-$3.8K
|
2
|
0%
|
Reduced
|
|
|
2024
|
Spectrum Management Group
Indianapolis,
Indiana
|
$1K
|
-$11K
|
1
|
0%
|
Reduced
|
|
|
2025
|
Advisors Preferred
Rockville,
Maryland
|
$0
|
-$99K
|
0
|
–
|
Closed
|
|