|
1951
|
Eukles Asset Management
Cincinnati,
Ohio
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1952
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$5K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1953
|
New Millennium Group
Sandy,
Utah
|
$5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1954
|
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1955
|
Perkins Coie Trust Company
Seattle,
Washington
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1956
|
PSI Advisors
Tampa,
Florida
|
$4K
|
+$1.15K
|
2
|
0%
|
Increased
|
|
|
1957
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3.23K
|
+$3.49K
|
2
|
0%
|
New
|
|
|
1958
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1959
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1960
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1961
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1962
|
Pin Oak Investment Advisors
Houston,
Texas
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1963
|
Sierra Capital
Miami,
Florida
|
$3K
|
-$1.84K
|
2
|
0%
|
Reduced
|
|
|
1964
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1965
|
ClariVest Asset Management
San Diego,
California
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1966
|
Longfellow Investment Management
Boston,
Massachusetts
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1967
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1968
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.68K
|
+$6.21K
|
1
|
0%
|
New
|
|
|
1969
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.56K
|
-$376
|
2
|
0%
|
Reduced
|
|
|
1970
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1971
|
Siena Capital
Cincinnati,
Ohio
|
$1K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1972
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$709
|
$0
|
2
|
0%
|
Maintained
|
|
|
1973
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$344
|
+$382
|
1
|
0%
|
New
|
|
|
1974
|
11 Capital Partners
Darien,
Connecticut
|
$0
|
-$11.3M
|
0
|
–
|
Closed
|
|
|
1975
|
Accredited Investors
Edina,
Minnesota
|
$0
|
-$227K
|
0
|
–
|
Closed
|
|