|
2001
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$2.88K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2002
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$2.75K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2003
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$2.75K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2004
|
Gables Capital Management
Miami,
Florida
|
$2.71K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2005
|
|
$2.68K
|
+$2.46K
|
1
|
0%
|
New
|
|
|
2006
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$2.35K
|
-$22.9K
|
1
|
0%
|
Reduced
|
|
|
2007
|
EnRich Financial Partners
Madison,
Wisconsin
|
$2.35K
|
+$2.15K
|
1
|
0%
|
New
|
|
|
2008
|
Trust Company
Manhattan,
Kansas
|
$2.14K
|
-$523K
|
1
|
0%
|
Reduced
|
|
|
2009
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$2.08K
|
-$30.6K
|
1
|
0%
|
Reduced
|
|
|
2010
|
Horizons Wealth Management
Asheville,
North Carolina
|
$1.78K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2011
|
Anfield Capital Management
Irvine,
California
|
$1.74K
|
+$1.6K
|
1
|
0%
|
New
|
|
|
2012
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$1.74K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2013
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$1.68K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2014
|
Clear Point Advisors
Melville,
New York
|
$1.59K
|
+$245
|
2
|
0%
|
Increased
|
|
|
2015
|
USA Financial Formulas
Ada,
Michigan
|
$1.54K
|
+$491
|
1
|
0%
|
Increased
|
|
|
2016
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.41K
|
-$307
|
1
|
0%
|
Reduced
|
|
|
2017
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$1.33K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2018
|
St. Johns Investment Management
Jacksonville,
Florida
|
$1.14K
|
+$368
|
1
|
0%
|
Increased
|
|
|
2019
|
Granite FO LLC
Bedford,
New Hampshire
|
$1.13K
|
+$982
|
1
|
0%
|
New
|
|
|
2020
|
Battery Global Advisors
Boston,
Massachusetts
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2021
|
Horrell Capital Management
Little Rock,
Arkansas
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2022
|
Salomon & Ludwin
Richmond,
Virginia
|
$999
|
-$18.4K
|
2
|
0%
|
Reduced
|
|
|
2023
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$871
|
$0
|
1
|
0%
|
Maintained
|
|
|
2024
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$670
|
$0
|
1
|
0%
|
Maintained
|
|
|
2025
|
REAP Financial Group
Austin,
Texas
|
$670
|
$0
|
1
|
0%
|
Maintained
|
|