|
1951
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
US$1.1만
|
+US$1.33만
|
1
|
0%
|
신규
|
|
|
1952
|
CVA Family Office
Denver,
Colorado
|
US$8천
|
+US$9.9천
|
1
|
0.01%
|
신규
|
|
|
1953
|
Regal Wealth Group
Seal Beach,
California
|
US$8천
|
US$0
|
1
|
0.01%
|
유지됨
|
|
|
1954
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
US$7천
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1955
|
Cutler Group
San Francisco,
California
|
US$7천
|
-US$177만
|
1
|
0%
|
축소
|
|
|
1956
|
FNY Investment Advisers
New York
|
US$7천
|
+US$9.48천
|
1
|
0.01%
|
신규
|
|
|
1957
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
US$6천
|
+US$5.06천
|
1
|
0%
|
증가
|
|
|
1958
|
Bourgeon Capital Management
Darien,
Connecticut
|
US$6천
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1959
|
Litman Gregory Wealth Management
Larkspur,
California
|
US$6천
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1960
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
US$6천
|
US$0
|
1
|
0.01%
|
유지됨
|
|
|
1961
|
Globeflex Capital
San Diego,
California
|
US$5천
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1962
|
TFO Wealth Partners
Maumee,
Ohio
|
US$4천
|
-US$1.15만
|
1
|
0%
|
축소
|
|
|
1963
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
US$3천
|
-US$7.94만
|
1
|
0%
|
축소
|
|
|
1964
|
Cordant Inc
Portland,
Oregon
|
US$3천
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1965
|
Lake Point Wealth Management
Rockwall,
Texas
|
US$3천
|
+US$3.16천
|
1
|
0%
|
신규
|
|
|
1966
|
Financial Enhancement Group
Anderson,
Indiana
|
US$2천
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1967
|
Sanders Morris Harris
Houston,
Texas
|
US$2천
|
+US$115만
|
1
|
0%
|
증가
|
|
|
1968
|
USA Financial Formulas
Ada,
Michigan
|
US$2천
|
+US$506
|
1
|
0%
|
증가
|
|
|
1969
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$2천
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1970
|
Altshuler Shaham
Tel Aviv,
Israel
|
US$1천
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1971
|
Eukles Asset Management
Cincinnati,
Ohio
|
US$1천
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1972
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
US$1천
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1973
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
US$1천
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1974
|
Newfound Research
Wellesley Hills,
Massachusetts
|
US$1천
|
US$0
|
1
|
0%
|
유지됨
|
|
|
1975
|
Accuvest Global Advisors
Provo,
Utah
|
US$0
|
-US$1.3만
|
0
|
–
|
청산됨
|
|
