|
2001
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2002
|
US Financial Advisors
Braintree,
Massachusetts
|
$20K
|
-$34.7K
|
5
|
0.03%
|
Reduced
|
|
|
2003
|
CSS LLC
Chicago,
Illinois
|
$19K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2004
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$19K
|
+$4.97K
|
2
|
0.01%
|
Increased
|
|
|
2005
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$19K
|
+$17.4K
|
2
|
0%
|
New
|
|
|
2006
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$18K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2007
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$18K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2008
|
SRH Advisors
Salina,
Kansas
|
$15K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
2009
|
Two Sigma Securities
New York
|
$15K
|
-$263K
|
1
|
0.02%
|
Reduced
|
|
|
2010
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$11K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2011
|
Pathstone Family Office
Englewood,
New Jersey
|
$11K
|
+$10.5K
|
1
|
0.02%
|
New
|
|
|
2012
|
Cedar Wealth Management
Walnut Creek,
California
|
$10K
|
+$8.44K
|
1
|
0.01%
|
New
|
|
|
2013
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2014
|
Crosspoint Capital Strategies
Orinda,
California
|
$7K
|
-$937K
|
1
|
0.01%
|
Reduced
|
|
|
2015
|
Financial Management Professionals
Austin,
Texas
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2016
|
Navellier & Associates
Reno,
Nevada
|
$5K
|
+$4.65K
|
1
|
0%
|
New
|
|
|
2017
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$5K
|
+$94
|
1
|
0%
|
Increased
|
|
|
2018
|
Hoertkorn Richard Charles
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2019
|
Winch Advisory Services
Appleton,
Wisconsin
|
$4K
|
-$21K
|
0
|
–
|
Closed
|
|
|
2020
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2021
|
Cordasco Financial Network
Naples,
Florida
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2022
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$1.77K
|
-$589K
|
2
|
0%
|
Reduced
|
|
|
2023
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2024
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2025
|
Accident Compensation Corp
Wellington,
New Zealand
|
$0
|
-$1.01M
|
0
|
–
|
Closed
|
|