|
1951
|
Westfuller Advisors
New York
|
US$2.9천
|
-US$5.34만
|
-70
|
-96%
|
|
|
1952
|
Nvest Wealth Strategies
Powell,
Ohio
|
US$2.9천
|
–
|
–
|
–
|
|
|
1953
|
Seneschal Advisors
Tacoma,
Washington
|
US$2.9천
|
–
|
–
|
–
|
|
|
1954
|
NVWM LLC
Yardley,
Pennsylvania
|
US$2.9천
|
+US$763
|
+1
|
+50%
|
|
|
1955
|
Downshift Financial
Boulder,
Colorado
|
US$2.9천
|
+US$2.29천
|
+3
|
신규
|
|
|
1956
|
Mosley Wealth Management
Anaheim,
California
|
US$2.9천
|
+US$2.29천
|
+3
|
신규
|
|
|
1957
|
DecisionPoint Financial
Mesa,
Arizona
|
US$2.75천
|
+US$2.29천
|
+3
|
신규
|
|
|
1958
|
Copia Wealth Management
Bend,
Oregon
|
US$1.93천
|
-US$763
|
-1
|
-33%
|
|
|
1959
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$1.93천
|
–
|
–
|
–
|
|
|
1960
|
Lummis Asset Management
Fort Worth,
Texas
|
US$1.93천
|
+US$1.53천
|
+2
|
신규
|
|
|
1961
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$1.26천
|
+US$763
|
+1
|
신규
|
|
|
1962
|
CKW Financial Group
Honolulu,
Hawaii
|
US$1천
|
+US$763
|
+1
|
신규
|
|
|
1963
|
Evolution Advisers
Richmond,
Virginia
|
US$1천
|
+US$1.53천
|
+2
|
신규
|
|
|
1964
|
3 Factor Indexing
Sacramento,
California
|
US$965
|
–
|
–
|
–
|
|
|
1965
|
Game Plan Financial Advisors
Westlake,
Ohio
|
US$965
|
+US$763
|
+1
|
신규
|
|
|
1966
|
Glen Eagle Advisors
Kingston,
New Jersey
|
US$965
|
+US$763
|
+1
|
신규
|
|
|
1967
|
Maryland Capital Advisors
Chester,
Maryland
|
US$965
|
+US$763
|
+1
|
신규
|
|
|
1968
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
US$965
|
+US$763
|
+1
|
신규
|
|
|
1969
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$965
|
+US$763
|
+1
|
신규
|
|
|
1970
|
Princeton Global Asset Management
Princeton,
New Jersey
|
US$965
|
+US$763
|
+1
|
신규
|
|
|
1971
|
Proathlete Wealth Management
Boca Raton,
Florida
|
US$965
|
+US$763
|
+1
|
신규
|
|
|
1972
|
Darwin Wealth Management
Tampa,
Florida
|
US$704
|
–
|
–
|
–
|
|
|
1973
|
Cordant Inc
Portland,
Oregon
|
US$493
|
+US$763
|
+1
|
신규
|
|
|
1974
|
Soroban Capital Partners
New York
|
–
|
-US$2.09억
|
-534,364
|
청산됨
|
|
|
1975
|
Oxbow Capital Management (HK)
Hong Kong
|
–
|
-US$7452만
|
-190,213
|
청산됨
|
|
