|
1951
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$28.9万
|
+$3.93万
|
3
|
0.09%
|
買い増し
|
|
|
1952
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$28.8万
|
-$34.5万
|
1
|
0.09%
|
減少
|
|
|
1953
|
Modern Wealth Management
Lenexa,
Kansas
|
$28.7万
|
-$12.1万
|
1
|
0%
|
減少
|
|
|
1954
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$28.5万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1955
|
Osborne Partners Capital Management
San Francisco,
California
|
$28.5万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1956
|
FourThought Financial Partners
Venice,
Florida
|
$28.4万
|
+$23.7万
|
1
|
0.02%
|
新規
|
|
|
1957
|
Summer Road
West Palm Beach,
Florida
|
$28.4万
|
$0
|
1
|
0.18%
|
維持
|
|
|
1958
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$28.3万
|
+$25.9万
|
1
|
0.05%
|
新規
|
|
|
1959
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$28.1万
|
-$31.3万
|
1
|
0.02%
|
減少
|
|
|
1960
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$28万
|
+$1.88万
|
1
|
0.03%
|
買い増し
|
|
|
1961
|
Wealth Management Partners
Tucson,
Arizona
|
$28万
|
+$24.2万
|
1
|
0.07%
|
新規
|
|
|
1962
|
Affinity Wealth
Canton,
Ohio
|
$27.9万
|
$0
|
1
|
0.15%
|
維持
|
|
|
1963
|
Birinyi Associates
Westport,
Connecticut
|
$27.9万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1964
|
Northwest Wealth Management
Spencer,
Iowa
|
$27.8万
|
$0
|
1
|
0.04%
|
維持
|
|
|
1965
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$27.8万
|
-$1,791
|
1
|
0.08%
|
減少
|
|
|
1966
|
LifeSteps Financial
Claremont,
California
|
$27.8万
|
+$24.4万
|
3
|
0.13%
|
新規
|
|
|
1967
|
Lazari Capital Management
Woodland Hills,
California
|
$27.8万
|
+$2.46万
|
1
|
0.09%
|
買い増し
|
|
|
1968
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$27.6万
|
-$2.42万
|
1
|
0.07%
|
減少
|
|
|
1969
|
Trajan Wealth
Scottsdale,
Arizona
|
$27.5万
|
-$1.39万
|
1
|
0.01%
|
減少
|
|
|
1970
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$27.5万
|
+$364
|
1
|
0.11%
|
買い増し
|
|
|
1971
|
Everett Harris & Co
Los Angeles,
California
|
$27.4万
|
-$6.07万
|
1
|
0%
|
減少
|
|
|
1972
|
Ninety One (UK)
London,
United Kingdom
|
$27.3万
|
$0
|
1
|
0%
|
維持
|
|
|
1973
|
White Pine Capital
Bloomington,
Minnesota
|
$27.2万
|
+$1.34万
|
1
|
0.06%
|
買い増し
|
|
|
1974
|
John G. Ullman & Associates
Corning,
New York
|
$27.1万
|
-$1.09万
|
1
|
0.03%
|
減少
|
|
|
1975
|
PDS Planning
Dublin,
Ohio
|
$27万
|
-$20.8万
|
1
|
0.02%
|
減少
|
|
