|
1951
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$15K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1952
|
Skylands Capital
Milwaukee,
Wisconsin
|
$15K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1953
|
Raffa Wealth Management
Washington,
District of Columbia
|
$13.5K
|
+$13.9K
|
1
|
0%
|
New
|
|
|
1954
|
Aristotle Capital Management
Los Angeles,
California
|
$12K
|
+$12.7K
|
1
|
0%
|
New
|
|
|
1955
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$10K
|
+$10.1K
|
1
|
0%
|
New
|
|
|
1956
|
Portfolio Solutions
Royal Oak,
Michigan
|
$9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1957
|
Stumpf Capital Management
Scottsdale,
Arizona
|
$9K
|
-$28.4K
|
1
|
0.01%
|
Reduced
|
|
|
1958
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1959
|
Litman Gregory Wealth Management
Larkspur,
California
|
$8K
|
-$79.1K
|
1
|
0%
|
Reduced
|
|
|
1960
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8K
|
+$7.87K
|
1
|
0%
|
New
|
|
|
1961
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$8K
|
-$25.7K
|
1
|
0%
|
Reduced
|
|
|
1962
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$8K
|
-$3.93K
|
1
|
0%
|
Reduced
|
|
|
1963
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1964
|
ClariVest Asset Management
San Diego,
California
|
$5K
|
-$3.33K
|
1
|
0%
|
Reduced
|
|
|
1965
|
LifePlan Financial Group
Dayton,
Ohio
|
$4K
|
+$4.39K
|
1
|
0%
|
New
|
|
|
1966
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.51K
|
-$467K
|
1
|
0.03%
|
Reduced
|
|
|
1967
|
Jump Trading
Chicago,
Illinois
|
$2K
|
-$1.69M
|
1
|
0%
|
Reduced
|
|
|
1968
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1969
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
-$54.8K
|
1
|
0%
|
Reduced
|
|
|
1970
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1K
|
+$756
|
1
|
0%
|
New
|
|
|
1971
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1K
|
+$605
|
1
|
0%
|
New
|
|
|
1972
|
Alpine Global Management
New York
|
$0
|
-$2.48M
|
0
|
–
|
Closed
|
|
|
1973
|
American Financial Network Advisory Services
Calabasas,
California
|
$0
|
-$36K
|
0
|
–
|
Closed
|
|
|
1974
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$0
|
-$224K
|
0
|
–
|
Closed
|
|
|
1975
|
Ariel Investments
Chicago,
Illinois
|
$0
|
-$7.2M
|
0
|
–
|
Closed
|
|
