|
1951
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$41万
|
+$4.09万
|
+225
|
+16%
|
|
|
1952
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$40.9万
|
+$29.1万
|
+1,601
|
新規
|
|
|
1953
|
Harrell Investment Partners
Austin,
Texas
|
$40.9万
|
+$1.91万
|
+105
|
+7%
|
|
|
1954
|
North Dallas Bank & Trust
Dallas,
Texas
|
$40.9万
|
–
|
–
|
–
|
|
|
1955
|
Roberts Wealth Advisors
Palo Alto,
California
|
$40.9万
|
-$364
|
-2
|
-0.1%
|
|
|
1956
|
Foster Group
West Des Moines,
Iowa
|
$40.9万
|
-$1.2万
|
-66
|
-4%
|
|
|
1957
|
CNB Bank
Clearfield,
Pennsylvania
|
$40.9万
|
–
|
–
|
–
|
|
|
1958
|
Lantern Wealth Advisors
Melville,
New York
|
$40.9万
|
–
|
–
|
–
|
|
|
1959
|
PFS Partners
Mine Hill,
New Jersey
|
$40.8万
|
+$9.13万
|
+502
|
+46%
|
|
|
1960
|
Charles Schwab Trust
Henderson,
Nevada
|
$40.7万
|
+$1.64万
|
+90
|
+6%
|
|
|
1961
|
Scientech Research LLC
Jersey City,
New Jersey
|
$40.7万
|
+$29万
|
+1,593
|
新規
|
|
|
1962
|
Westmount Partners
Los Angeles,
California
|
$40.7万
|
-$4.66万
|
-256
|
-14%
|
|
|
1963
|
Cambient Family Office
Ada,
Michigan
|
$40.7万
|
+$29万
|
+1,592
|
新規
|
|
|
1964
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$40.6万
|
–
|
–
|
–
|
|
|
1965
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$40.6万
|
–
|
–
|
–
|
|
|
1966
|
Principle Wealth Partners
Madison,
Connecticut
|
$40.5万
|
+$28.9万
|
+1,586
|
新規
|
|
|
1967
|
Wedge Capital Management
Charlotte,
North Carolina
|
$40.5万
|
-$3万
|
-165
|
-9%
|
|
|
1968
|
RFG Holdings
Argyle,
Texas
|
$40.5万
|
+$28.8万
|
+1,585
|
新規
|
|
|
1969
|
Monte Financial Group
Guilford,
Connecticut
|
$40.4万
|
-$42.1万
|
-2,312
|
-44%
|
|
|
1970
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$40.4万
|
–
|
–
|
–
|
|
|
1971
|
Financial Insights
Tacoma,
Washington
|
$40.4万
|
+$28.7万
|
+1,580
|
新規
|
|
|
1972
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$40.2万
|
-$1.82万
|
-100
|
-6%
|
|
|
1973
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$40.2万
|
–
|
–
|
–
|
|
|
1974
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$40.2万
|
+$182
|
+1
|
+0.1%
|
|
|
1975
|
Grange Capital
Beaverton,
Oregon
|
$40.1万
|
+$28.6万
|
+1,570
|
新規
|
|
