|
2001
|
Litman Gregory Wealth Management
Larkspur,
California
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2002
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$4K
|
+$2.94K
|
2
|
0%
|
Increased
|
|
|
2003
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2004
|
City Holding Co
Charleston,
West Virginia
|
$4K
|
-$4.12K
|
2
|
0%
|
Reduced
|
|
|
2005
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$4K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2006
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2007
|
Regal Wealth Group
Seal Beach,
California
|
$4K
|
+$55
|
2
|
0%
|
Increased
|
|
|
2008
|
Steph & Co
Marinette,
Wisconsin
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2009
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4K
|
+$902
|
2
|
0.07%
|
Increased
|
|
|
2010
|
Edge Wealth Management
New York
|
$3K
|
-$15.8K
|
1
|
0%
|
Reduced
|
|
|
2011
|
Elmwood Wealth Management
Berkeley,
California
|
$3K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2012
|
Human Investing
Lake Oswego,
Oregon
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2013
|
Kessler Investment Group
Columbus,
Indiana
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2014
|
Legacy Bridge
West Des Moines,
Iowa
|
$3K
|
-$529
|
1
|
0%
|
Reduced
|
|
|
2015
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$3K
|
+$6.33K
|
1
|
0%
|
New
|
|
|
2016
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$2K
|
+$2.41K
|
1
|
0%
|
New
|
|
|
2017
|
Blume Capital Management
Berkeley,
California
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2019
|
Lenox Wealth Advisors
New York
|
$2K
|
-$83K
|
1
|
0%
|
Reduced
|
|
|
2020
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2K
|
-$1.83K
|
1
|
0%
|
Reduced
|
|
|
2021
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2022
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2K
|
+$1.33K
|
1
|
0%
|
Increased
|
|
|
2023
|
West Bancorporation
West Des Moines,
Iowa
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2024
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$1.77K
|
+$1.7K
|
1
|
0%
|
New
|
|
|
2025
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.02K
|
-$1.04K
|
2
|
0%
|
Reduced
|
|