|
1951
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$10K
|
+$9.74K
|
1
|
0.01%
|
New
|
|
|
1952
|
Edge Wealth Management
New York
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1953
|
AllSquare Wealth Management
Albany,
New York
|
$9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1954
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1955
|
Delta Asset Management
Memphis,
Tennessee
|
$7K
|
$0
|
4
|
0%
|
Maintained
|
|
|
1956
|
First Bank & Trust
Brookings,
South Dakota
|
$7K
|
+$6.82K
|
1
|
0.01%
|
New
|
|
|
1957
|
SWS Partners
Columbus,
Ohio
|
$7K
|
+$7.72K
|
1
|
0.01%
|
New
|
|
|
1958
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1959
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1960
|
Financial Management Professionals
Austin,
Texas
|
$6K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1961
|
Opera Trading Capital
Paris,
France
|
$6K
|
-$8.96K
|
1
|
0%
|
Reduced
|
|
|
1962
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$6K
|
+$6.04K
|
1
|
0%
|
New
|
|
|
1963
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$5K
|
+$5.4K
|
1
|
0%
|
New
|
|
|
1964
|
Price Wealth
Austin,
Texas
|
$5K
|
+$5.45K
|
1
|
0%
|
New
|
|
|
1965
|
Watermark Asset Management
San Ramon,
California
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1966
|
Wealthcare Capital Management
Richmond,
Virginia
|
$5K
|
+$5.51K
|
1
|
0%
|
New
|
|
|
1967
|
Private Ocean
San Rafael,
California
|
$3K
|
+$2.99K
|
1
|
0%
|
New
|
|
|
1968
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$3K
|
+$3.13K
|
1
|
0%
|
New
|
|
|
1969
|
Farmers National Bank
Danville,
Kentucky
|
$2K
|
+$2.14K
|
1
|
0%
|
New
|
|
|
1970
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2K
|
-$2.39K
|
1
|
0%
|
Reduced
|
|
|
1971
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$2K
|
+$2.56K
|
2
|
0%
|
New
|
|
|
1972
|
SRH Advisors
Salina,
Kansas
|
$2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1973
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
+$1.13K
|
2
|
0%
|
Increased
|
|
|
1974
|
Pathstone Family Office
Englewood,
New Jersey
|
$1K
|
+$1.33K
|
1
|
0%
|
New
|
|
|
1975
|
Accuvest Global Advisors
Provo,
Utah
|
$0
|
-$5K
|
0
|
–
|
Closed
|
|