|
1901
|
Claybrook Capital
Wellesley,
Massachusetts
|
$1.5万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1902
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.5万
|
-$8,244
|
1
|
0.01%
|
減少
|
|
|
1903
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.5万
|
+$1.47万
|
1
|
0%
|
新規
|
|
|
1904
|
Skylands Capital
Milwaukee,
Wisconsin
|
$1.5万
|
$0
|
1
|
0%
|
維持
|
|
|
1905
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.4万
|
+$1.31万
|
1
|
0.01%
|
新規
|
|
|
1906
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.33万
|
$0
|
1
|
0%
|
維持
|
|
|
1907
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$1万
|
$0
|
1
|
0%
|
維持
|
|
|
1908
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$9,346
|
-$9,921
|
1
|
0%
|
減少
|
|
|
1909
|
Stumpf Capital Management
Scottsdale,
Arizona
|
$9,000
|
$0
|
1
|
0.01%
|
維持
|
|
|
1910
|
Crewe Advisors
Salt Lake City,
Utah
|
$8,000
|
+$8,105
|
1
|
0.01%
|
新規
|
|
|
1911
|
Ironwood Financial
Tucson,
Arizona
|
$8,000
|
+$7,266
|
1
|
0%
|
新規
|
|
|
1912
|
Litman Gregory Wealth Management
Larkspur,
California
|
$8,000
|
$0
|
1
|
0%
|
維持
|
|
|
1913
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$8,000
|
$0
|
1
|
0%
|
維持
|
|
|
1914
|
Advent Capital Management
New York
|
$5,000
|
+$5,310
|
1
|
0%
|
新規
|
|
|
1915
|
ClariVest Asset Management
San Diego,
California
|
$5,000
|
$0
|
1
|
0%
|
維持
|
|
|
1916
|
Simon Quick Advisors
Morristown,
New Jersey
|
$5,000
|
$0
|
1
|
0%
|
維持
|
|
|
1917
|
LifePlan Financial Group
Dayton,
Ohio
|
$4,000
|
$0
|
1
|
0%
|
維持
|
|
|
1918
|
Parkside Investments
Deerfield,
Illinois
|
$4,000
|
+$4,332
|
1
|
0%
|
新規
|
|
|
1919
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2,000
|
$0
|
1
|
0%
|
維持
|
|
|
1920
|
Capstone Investment Advisors
New York
|
$1,000
|
-$216万
|
1
|
0%
|
減少
|
|
|
1921
|
Financial Management Professionals
Austin,
Texas
|
$1,000
|
$0
|
1
|
0%
|
維持
|
|
|
1922
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1,000
|
$0
|
1
|
0%
|
維持
|
|
|
1923
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1,000
|
+$140
|
1
|
0%
|
買い増し
|
|
|
1924
|
WESPAC Advisors SoCal
Pasadena,
California
|
$1,000
|
+$1,397
|
1
|
0%
|
新規
|
|
|
1925
|
Adalta Capital Management
New York
|
$0
|
-$21万
|
0
|
–
|
解消
|
|