|
1951
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.5万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1952
|
Skylands Capital
Milwaukee,
Wisconsin
|
$1.5万
|
$0
|
1
|
0%
|
維持
|
|
|
1953
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.35万
|
+$1.39万
|
1
|
0%
|
新規
|
|
|
1954
|
Aristotle Capital Management
Los Angeles,
California
|
$1.2万
|
+$1.27万
|
1
|
0%
|
新規
|
|
|
1955
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1万
|
+$1.01万
|
1
|
0%
|
新規
|
|
|
1956
|
Portfolio Solutions
Royal Oak,
Michigan
|
$9,000
|
$0
|
1
|
0%
|
維持
|
|
|
1957
|
Stumpf Capital Management
Scottsdale,
Arizona
|
$9,000
|
-$2.84万
|
1
|
0.01%
|
減少
|
|
|
1958
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$8,000
|
$0
|
1
|
0.01%
|
維持
|
|
|
1959
|
Litman Gregory Wealth Management
Larkspur,
California
|
$8,000
|
-$7.91万
|
1
|
0%
|
減少
|
|
|
1960
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8,000
|
+$7,868
|
1
|
0%
|
新規
|
|
|
1961
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$8,000
|
-$2.57万
|
1
|
0%
|
減少
|
|
|
1962
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$8,000
|
-$3,934
|
1
|
0%
|
減少
|
|
|
1963
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6,000
|
$0
|
1
|
0%
|
維持
|
|
|
1964
|
ClariVest Asset Management
San Diego,
California
|
$5,000
|
-$3,329
|
1
|
0%
|
減少
|
|
|
1965
|
LifePlan Financial Group
Dayton,
Ohio
|
$4,000
|
+$4,388
|
1
|
0%
|
新規
|
|
|
1966
|
Truepoint Inc
Cincinnati,
Ohio
|
$3,510
|
-$46.7万
|
1
|
0.03%
|
減少
|
|
|
1967
|
Jump Trading
Chicago,
Illinois
|
$2,000
|
-$169万
|
1
|
0%
|
減少
|
|
|
1968
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2,000
|
$0
|
1
|
0%
|
維持
|
|
|
1969
|
Financial Management Professionals
Austin,
Texas
|
$1,000
|
-$5.48万
|
1
|
0%
|
減少
|
|
|
1970
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1,000
|
+$756
|
1
|
0%
|
新規
|
|
|
1971
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1,000
|
+$605
|
1
|
0%
|
新規
|
|
|
1972
|
Alpine Global Management
New York
|
$0
|
-$248万
|
0
|
–
|
解消
|
|
|
1973
|
American Financial Network Advisory Services
Calabasas,
California
|
$0
|
-$3.6万
|
0
|
–
|
解消
|
|
|
1974
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$0
|
-$22.4万
|
0
|
–
|
解消
|
|
|
1975
|
Ariel Investments
Chicago,
Illinois
|
$0
|
-$720万
|
0
|
–
|
解消
|
|
