|
1951
|
Gleason Group
Prospect,
Kentucky
|
$1.25万
|
+$1.04万
|
2
|
0%
|
新規
|
|
|
1952
|
Caldwell Trust
Venice,
Florida
|
$1.23万
|
$0
|
1
|
0%
|
維持
|
|
|
1953
|
Abound Wealth Management
Franklin,
Tennessee
|
$1.22万
|
-$5,615
|
2
|
0%
|
減少
|
|
|
1954
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1.22万
|
+$89
|
3
|
0%
|
買い増し
|
|
|
1955
|
Lynrock Lake LP
Rye Brook,
New York
|
$1.21万
|
$0
|
1
|
0%
|
維持
|
|
|
1956
|
SOA Wealth Advisors
New York
|
$1.21万
|
-$5,092
|
1
|
0%
|
減少
|
|
|
1957
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1.2万
|
+$1,735
|
1
|
0%
|
買い増し
|
|
|
1958
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$1.2万
|
+$5,324
|
1
|
0%
|
買い増し
|
|
|
1959
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$1.18万
|
+$1.05万
|
1
|
0%
|
新規
|
|
|
1960
|
Triumph Capital Management
Denver,
Colorado
|
$1.17万
|
-$478
|
2
|
0%
|
減少
|
|
|
1961
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$1.14万
|
$0
|
1
|
0%
|
維持
|
|
|
1962
|
First Pacific Financial
Vancouver,
Washington
|
$1.14万
|
-$875
|
2
|
0%
|
減少
|
|
|
1963
|
|
$1.13万
|
-$5,159
|
1
|
0.01%
|
減少
|
|
|
1964
|
Dunhill Financial
London,
United Kingdom
|
$1.1万
|
+$1,978
|
4
|
0%
|
買い増し
|
|
|
1965
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$1.08万
|
$0
|
2
|
0.01%
|
維持
|
|
|
1966
|
American Capital Advisory
Ketchum,
Idaho
|
$1.07万
|
+$3,737
|
3
|
0%
|
買い増し
|
|
|
1967
|
MH & Associates Securities Management
Carlsbad,
California
|
$1.05万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1968
|
Godfrey Financial Associates
Glenmont,
New York
|
$1.01万
|
-$619
|
1
|
0.01%
|
減少
|
|
|
1969
|
United Financial Planning Group
Hauppauge,
New York
|
$1.01万
|
$0
|
2
|
0.01%
|
維持
|
|
|
1970
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$9,834
|
+$2,781
|
1
|
0.01%
|
買い増し
|
|
|
1971
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$9,518
|
$0
|
1
|
0.04%
|
維持
|
|
|
1972
|
Kingdom Financial Group
Peoria,
Arizona
|
$9,338
|
$0
|
1
|
0%
|
維持
|
|
|
1973
|
PlanVest Financial
Gaithersburg,
Maryland
|
$9,337
|
+$72
|
1
|
0.01%
|
買い増し
|
|
|
1974
|
Select Equity Group
New York
|
$9,321
|
-$1.87億
|
1
|
0%
|
減少
|
|
|
1975
|
Orin Green Financial
San Diego,
California
|
$9,252
|
$0
|
1
|
0%
|
維持
|
|
