|
1951
|
S Squared Technology
New York
|
$15K
|
-$603K
|
1
|
0.02%
|
Reduced
|
|
|
1952
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$15K
|
-$2.01M
|
2
|
0.01%
|
Reduced
|
|
|
1953
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$13K
|
-$1.37K
|
2
|
0.02%
|
Reduced
|
|
|
1954
|
West Oak Capital
Westlake Village,
California
|
$11.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1955
|
Emory University
Atlanta,
Georgia
|
$11K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1956
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$11K
|
+$10.6K
|
1
|
0.01%
|
New
|
|
|
1957
|
EFG Asset Management (Americas)
Miami,
Florida
|
$9.67K
|
+$9.18K
|
1
|
0.01%
|
New
|
|
|
1958
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9K
|
-$328K
|
1
|
0%
|
Reduced
|
|
|
1959
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$9K
|
-$2.21K
|
1
|
0.01%
|
Reduced
|
|
|
1960
|
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
$9K
|
+$8.85K
|
1
|
0.34%
|
New
|
|
|
1961
|
Cordasco Financial Network
Naples,
Florida
|
$9K
|
+$8.85K
|
1
|
0.01%
|
New
|
|
|
1962
|
Spectrum Management Group
Indianapolis,
Indiana
|
$8K
|
+$8.18K
|
1
|
0.01%
|
New
|
|
|
1963
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1964
|
INR Advisory Services
Media,
Pennsylvania
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1965
|
Blackhill Capital
Morristown,
New Jersey
|
$3K
|
+$3.32K
|
1
|
0%
|
New
|
|
|
1966
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1967
|
RWC Asset Management
London,
United Kingdom
|
$3K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1968
|
Simply Money Advisors
Cincinnati,
Ohio
|
$3K
|
-$5K
|
1
|
0%
|
Reduced
|
|
|
1969
|
America First Investment Advisors
Omaha,
Nebraska
|
$2K
|
-$6.99K
|
1
|
0%
|
Reduced
|
|
|
1970
|
Macroview Investment Management
Bethesda,
Maryland
|
$2K
|
-$5K
|
1
|
0%
|
Reduced
|
|
|
1971
|
Siphron Capital Management
Beverly Hills,
California
|
$2K
|
-$2.76M
|
1
|
0%
|
Reduced
|
|
|
1972
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1973
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1974
|
WealthTrust Fairport
Cleveland,
Ohio
|
$1K
|
-$16K
|
1
|
0%
|
Reduced
|
|
|
1975
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$0
|
-$3.1M
|
0
|
–
|
Closed
|
|