|
1951
|
Millstone Evans Group
Boulder,
Colorado
|
$19万
|
+$5,623
|
3
|
0.1%
|
買い増し
|
|
|
1952
|
Henry James International Management
New York
|
$19万
|
+$17.5万
|
1
|
0.06%
|
新規
|
|
|
1953
|
North Star Investment Management
Chicago,
Illinois
|
$18.9万
|
-$1.13万
|
4
|
0.01%
|
減少
|
|
|
1954
|
First Financial Corp
Terre Haute,
Indiana
|
$18.9万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1955
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$18.9万
|
+$9,201
|
1
|
0.04%
|
買い増し
|
|
|
1956
|
Corient IA
Miami,
Florida
|
$18.8万
|
$0
|
1
|
0.17%
|
維持
|
|
|
1957
|
WJ Financial Advisors
Killingworth,
Connecticut
|
$18.7万
|
-$4,426
|
1
|
0.14%
|
減少
|
|
|
1958
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$18.6万
|
+$2.68万
|
3
|
0%
|
買い増し
|
|
|
1959
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$18.6万
|
+$8.12万
|
3
|
0.05%
|
買い増し
|
|
|
1960
|
High Point Wealth Management
Chester,
New Jersey
|
$18.4万
|
+$3.32万
|
1
|
0.15%
|
買い増し
|
|
|
1961
|
Summit Securities Group
New York
|
$18.4万
|
+$8.72万
|
3
|
0.02%
|
買い増し
|
|
|
1962
|
PKS Advisory Services
Albany,
New York
|
$18.3万
|
+$12.6万
|
1
|
0.03%
|
新規
|
|
|
1963
|
Riverview Trust Company
Vancouver,
Washington
|
$18.3万
|
$0
|
1
|
0.22%
|
維持
|
|
|
1964
|
Persistent Asset Partners
Hong Kong
|
$18.2万
|
+$17.6万
|
6
|
0.05%
|
新規
|
|
|
1965
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$18万
|
+$9,070
|
3
|
0.1%
|
買い増し
|
|
|
1966
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$18万
|
+$2.42万
|
6
|
0.02%
|
買い増し
|
|
|
1967
|
PlanVest Financial
Gaithersburg,
Maryland
|
$18万
|
+$123
|
3
|
0.12%
|
買い増し
|
|
|
1968
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$18万
|
+$7,198
|
4
|
0.05%
|
買い増し
|
|
|
1969
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$17.9万
|
-$15万
|
1
|
0.09%
|
減少
|
|
|
1970
|
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
|
$17.8万
|
$0
|
1
|
0.09%
|
維持
|
|
|
1971
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$17.4万
|
-$5.57万
|
3
|
0%
|
減少
|
|
|
1972
|
Westfuller Advisors
New York
|
$17.3万
|
-$7,592
|
3
|
0.06%
|
減少
|
|
|
1973
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$17.2万
|
+$69
|
4
|
0.02%
|
買い増し
|
|
|
1974
|
Dunhill Financial
London,
United Kingdom
|
$16.8万
|
-$9,754
|
3
|
0.03%
|
減少
|
|
|
1975
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$16.7万
|
+$1,226
|
1
|
0.07%
|
買い増し
|
|
