|
1926
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
US$1.8萬
|
+US$1.83萬
|
1
|
0.01%
|
新
|
|
|
1927
|
Lenox Wealth Advisors
New York
|
US$1.8萬
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1928
|
Evolution Wealth Advisors
Aventura,
Florida
|
US$1.7萬
|
+US$1.71萬
|
1
|
0.01%
|
新
|
|
|
1929
|
Lee Financial
Dallas,
Texas
|
US$1.5萬
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1930
|
Financial Management Professionals
Austin,
Texas
|
US$1.4萬
|
+US$1.3萬
|
1
|
0.01%
|
增持
|
|
|
1931
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
US$1.4萬
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
1932
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
US$1.4萬
|
+US$1.38萬
|
1
|
0.01%
|
新
|
|
|
1933
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
US$1.4萬
|
+US$1.38萬
|
1
|
0.01%
|
新
|
|
|
1934
|
Skylands Capital
Milwaukee,
Wisconsin
|
US$1.4萬
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1935
|
Regal Wealth Group
Seal Beach,
California
|
US$1萬
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
1936
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
US$9,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1937
|
Crewe Advisors
Salt Lake City,
Utah
|
US$8,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1938
|
Fred Alger Management
New York
|
US$8,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1939
|
Ironwood Financial
Tucson,
Arizona
|
US$7,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1940
|
Litman Gregory Wealth Management
Larkspur,
California
|
US$7,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1941
|
Globeflex Capital
San Diego,
California
|
US$6,000
|
+US$6,437
|
1
|
0%
|
新
|
|
|
1942
|
Simon Quick Advisors
Morristown,
New Jersey
|
US$4,689
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1943
|
FNY Investment Advisers
New York
|
US$4,000
|
-US$53.6萬
|
1
|
0%
|
減碼
|
|
|
1944
|
Financial Enhancement Group
Anderson,
Indiana
|
US$3,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1945
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
US$2,000
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
1946
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
US$2,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1947
|
TD Capital Management
Memphis,
Tennessee
|
US$2,000
|
+US$2,102
|
1
|
0%
|
新
|
|
|
1948
|
Eukles Asset Management
Cincinnati,
Ohio
|
US$1,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1949
|
Global Trust Asset Management
West Palm Beach,
Florida
|
US$1,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
1950
|
Newfound Research
Wellesley Hills,
Massachusetts
|
US$1,000
|
+US$263
|
1
|
0%
|
增持
|
|