|
1951
|
Monument Capital Management
Alexandria,
Virginia
|
$28.6万
|
+$29.7万
|
1
|
0.06%
|
新規
|
|
|
1952
|
|
$28.6万
|
+$29.7万
|
1
|
0.14%
|
新規
|
|
|
1953
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$28.4万
|
+$14.7万
|
1
|
0.03%
|
買い増し
|
|
|
1954
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$28.4万
|
+$7,265
|
3
|
0.01%
|
買い増し
|
|
|
1955
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$28.4万
|
-$88万
|
1
|
0.04%
|
減少
|
|
|
1956
|
Focus Financial Network
Minneapolis,
Minnesota
|
$28.2万
|
+$772
|
1
|
0.01%
|
買い増し
|
|
|
1957
|
New Hampshire Trust
Concord,
New Hampshire
|
$28.2万
|
+$25.3万
|
1
|
0.05%
|
新規
|
|
|
1958
|
Legacy Capital Wealth Management
The Woodlands,
Texas
|
$28.2万
|
+$30.9万
|
1
|
0.13%
|
新規
|
|
|
1959
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$28.1万
|
+$24.2万
|
2
|
0%
|
新規
|
|
|
1960
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$28.1万
|
-$12.5万
|
1
|
0.01%
|
減少
|
|
|
1961
|
Millington Financial Advisors
Naperville,
Illinois
|
$28万
|
+$5,660
|
1
|
0.11%
|
買い増し
|
|
|
1962
|
Quantum Private Wealth
Tampa,
Florida
|
$28万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1963
|
Lotus Technology Management
Orlando,
Florida
|
$27.9万
|
-$84.6万
|
1
|
0.34%
|
減少
|
|
|
1964
|
Bridgewater Advisors
New York
|
$27.9万
|
-$21.9万
|
1
|
0.02%
|
減少
|
|
|
1965
|
LWM Advisory Services
Plantation,
Florida
|
$27.8万
|
+$24.3万
|
1
|
0.5%
|
新規
|
|
|
1966
|
Willner & Heller
Encino,
California
|
$27.8万
|
+$28.9万
|
1
|
0.17%
|
新規
|
|
|
1967
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$27.7万
|
+$24.9万
|
1
|
0.16%
|
新規
|
|
|
1968
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$27.7万
|
+$20.1万
|
1
|
0.05%
|
新規
|
|
|
1969
|
RIA Advisory Group
Des Moines,
Iowa
|
$27.6万
|
+$28.7万
|
1
|
0.06%
|
新規
|
|
|
1970
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$27.6万
|
+$24.8万
|
1
|
0.08%
|
新規
|
|
|
1971
|
First National Trust
Hermitage,
Pennsylvania
|
$27.6万
|
-$19.5万
|
1
|
0.01%
|
減少
|
|
|
1972
|
Wellington Shields Capital Management
New York
|
$27.6万
|
+$24.8万
|
1
|
0.04%
|
新規
|
|
|
1973
|
James Hambro & Partners
London,
United Kingdom
|
$27.6万
|
-$14.1万
|
1
|
0.01%
|
減少
|
|
|
1974
|
Miller Global Investments
Dallas,
Texas
|
$27.5万
|
-$219万
|
2
|
0.23%
|
減少
|
|
|
1975
|
Grimes & Company
Westborough,
Massachusetts
|
$27.5万
|
+$1,530
|
1
|
0.01%
|
買い増し
|
|
