|
1951
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$103万
|
+$7,912
|
2
|
0.04%
|
買い増し
|
|
|
1952
|
Rockbridge Investment Management
Syracuse,
New York
|
$102万
|
+$1,364
|
1
|
0.08%
|
買い増し
|
|
|
1953
|
Visionary Horizons
Knoxville,
Tennessee
|
$102万
|
+$1.9万
|
1
|
0.43%
|
買い増し
|
|
|
1954
|
Knightsbridge Asset Management
Newport Beach,
California
|
$102万
|
-$19.2万
|
1
|
0.13%
|
減少
|
|
|
1955
|
First Business Financial Services
Madison,
Wisconsin
|
$102万
|
-$7,776
|
1
|
0.08%
|
減少
|
|
|
1956
|
Safeguard Investment Advisory Group
Corona,
California
|
$102万
|
+$12.2万
|
1
|
0.24%
|
買い増し
|
|
|
1957
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$102万
|
+$20.8万
|
2
|
0.08%
|
買い増し
|
|
|
1958
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$102万
|
$0
|
1
|
0.32%
|
維持
|
|
|
1959
|
Keebeck Wealth Management
Chicago,
Illinois
|
$101万
|
+$41.2万
|
2
|
0.1%
|
買い増し
|
|
|
1960
|
Homestead Advisers
Arlington,
Virginia
|
$101万
|
-$87.9万
|
1
|
0.03%
|
減少
|
|
|
1961
|
Calton & Associates
Tampa,
Florida
|
$101万
|
-$19.3万
|
1
|
0.15%
|
減少
|
|
|
1962
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$101万
|
+$18.7万
|
2
|
0.37%
|
買い増し
|
|
|
1963
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$100万
|
+$2.18万
|
1
|
0.09%
|
買い増し
|
|
|
1964
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$100万
|
+$5,168
|
7
|
0.13%
|
買い増し
|
|
|
1965
|
QP Wealth Management
Eatontown,
New Jersey
|
$100万
|
-$1.19万
|
1
|
1.43%
|
減少
|
|
|
1966
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$100万
|
-$3.52万
|
2
|
0.19%
|
減少
|
|
|
1967
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$100万
|
-$2.06万
|
12
|
0.07%
|
減少
|
|
|
1968
|
Hourglass Capital
Houston,
Texas
|
$99.2万
|
+$17.1万
|
1
|
0.2%
|
買い増し
|
|
|
1969
|
Core Wealth Partners
Santa Rosa,
California
|
$98.8万
|
+$10.9万
|
1
|
0.42%
|
買い増し
|
|
|
1970
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$98.7万
|
+$115万
|
1
|
0.07%
|
新規
|
|
|
1971
|
SNS Financial Group
Minneapolis,
Minnesota
|
$98.7万
|
+$115万
|
1
|
0.02%
|
新規
|
|
|
1972
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$98.6万
|
-$17.1万
|
2
|
0.36%
|
減少
|
|
|
1973
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$98.5万
|
-$3.53万
|
1
|
0.14%
|
減少
|
|
|
1974
|
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
|
$98.4万
|
+$92.7万
|
1
|
0.1%
|
新規
|
|
|
1975
|
TIAA-CREF Individual & Institutional Services
New York
|
$98.4万
|
-$7,178
|
2
|
0%
|
減少
|
|
