|
2001
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$18K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2002
|
Smart Portfolios LLC
Seattle,
Washington
|
$17K
|
+$15.9K
|
1
|
0.01%
|
New
|
|
|
2003
|
Trilogy Capital
Irvine,
California
|
$17K
|
+$16.1K
|
3
|
0%
|
New
|
|
|
2004
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$15K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2005
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$15K
|
-$14.1K
|
3
|
0.01%
|
Reduced
|
|
|
2006
|
Omnia Family Wealth
Aventura,
Florida
|
$15K
|
-$28K
|
1
|
0.01%
|
Reduced
|
|
|
2007
|
Red Cedar Capital
Omaha,
Nebraska
|
$15K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2008
|
Isthmus Partners
Madison,
Wisconsin
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2009
|
Barnett & Company
Chattanooga,
Tennessee
|
$13K
|
-$23.5K
|
1
|
0.01%
|
Reduced
|
|
|
2010
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$13K
|
-$23.4K
|
1
|
0%
|
Reduced
|
|
|
2011
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12K
|
+$11.6K
|
4
|
0.01%
|
New
|
|
|
2012
|
Regal Wealth Group
Seal Beach,
California
|
$12K
|
+$122
|
1
|
0.01%
|
Increased
|
|
|
2013
|
Destination Wealth Management
Walnut Creek,
California
|
$11K
|
+$17.8K
|
3
|
0%
|
New
|
|
|
2014
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$11K
|
+$11.5K
|
3
|
0%
|
New
|
|
|
2015
|
FNY Managed Accounts
New York
|
$10K
|
-$21.2K
|
1
|
0.01%
|
Reduced
|
|
|
2016
|
Glassman Wealth Services
Vienna,
Virginia
|
$9K
|
-$16.1K
|
3
|
0.01%
|
Reduced
|
|
|
2017
|
Horan Securities
Cincinnati,
United States
|
$9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2018
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$9K
|
+$9.14K
|
2
|
0%
|
New
|
|
|
2019
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$8.46K
|
-$202K
|
3
|
0.08%
|
Reduced
|
|
|
2020
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2021
|
Balentine LLC
Atlanta,
Georgia
|
$8K
|
-$605K
|
1
|
0%
|
Reduced
|
|
|
2022
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2023
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$7K
|
-$7K
|
1
|
0%
|
Reduced
|
|
|
2024
|
Accuvest Global Advisors
Provo,
Utah
|
$6K
|
+$5.43K
|
1
|
0%
|
New
|
|
|
2025
|
Financial Enhancement Group
Anderson,
Indiana
|
$6K
|
+$5.65K
|
1
|
0%
|
New
|
|