|
1901
|
TrueWealth Advisors
Birmingham,
Alabama
|
$106万
|
+$9,470
|
1
|
0.27%
|
買い増し
|
|
|
1902
|
Argent Advisors
Monroe,
Louisiana
|
$106万
|
-$8.01万
|
1
|
0.29%
|
減少
|
|
|
1903
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$106万
|
-$3.73万
|
1
|
0.15%
|
減少
|
|
|
1904
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$105万
|
$0
|
1
|
0.15%
|
維持
|
|
|
1905
|
Fiduciary Family Office
Boca Raton,
Florida
|
$105万
|
-$11.3万
|
2
|
0.3%
|
減少
|
|
|
1906
|
Bank of Stockton
Stockton,
California
|
$105万
|
-$7.77万
|
1
|
0.33%
|
減少
|
|
|
1907
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$105万
|
+$15.8万
|
1
|
0.1%
|
買い増し
|
|
|
1908
|
Aft Forsyth & Sober
Valrico,
Florida
|
$105万
|
$0
|
1
|
0.32%
|
維持
|
|
|
1909
|
Strategic Financial Services
Utica,
New York
|
$105万
|
-$1万
|
1
|
0.05%
|
減少
|
|
|
1910
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$105万
|
+$5,682
|
1
|
0.31%
|
買い増し
|
|
|
1911
|
Oasis Advisors
Forest City,
Iowa
|
$105万
|
+$132万
|
2
|
0.21%
|
新規
|
|
|
1912
|
West Michigan Advisors
Holland,
Michigan
|
$105万
|
-$9.04万
|
1
|
0.23%
|
減少
|
|
|
1913
|
Bullock Wealth Management
Bloomington,
Indiana
|
$104万
|
+$9.9万
|
3
|
0.52%
|
買い増し
|
|
|
1914
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$104万
|
+$16.2万
|
1
|
0.14%
|
買い増し
|
|
|
1915
|
Lafayette Investments
Ashton,
Maryland
|
$104万
|
+$12.2万
|
1
|
0.21%
|
買い増し
|
|
|
1916
|
Matisse Capital
Portland,
Oregon
|
$104万
|
+$2.81万
|
3
|
0.44%
|
買い増し
|
|
|
1917
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$103万
|
-$8.23万
|
1
|
0.21%
|
減少
|
|
|
1918
|
Spirepoint Private Client
Vero Beach,
Florida
|
$103万
|
-$9,200
|
1
|
0.1%
|
減少
|
|
|
1919
|
|
$103万
|
+$29.1万
|
1
|
0.16%
|
買い増し
|
|
|
1920
|
James J. Burns & Company
Melville,
New York
|
$103万
|
-$16.1万
|
1
|
0.14%
|
減少
|
|
|
1921
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$102万
|
$0
|
1
|
0.29%
|
維持
|
|
|
1922
|
Maple Capital Management
Montpelier,
Vermont
|
$102万
|
+$28.1万
|
1
|
0.07%
|
買い増し
|
|
|
1923
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$102万
|
-$2.14万
|
1
|
0.45%
|
減少
|
|
|
1924
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$102万
|
-$12.2万
|
1
|
0.25%
|
減少
|
|
|
1925
|
Atwood & Palmer
Kansas City,
Missouri
|
$102万
|
+$1,082
|
1
|
0.06%
|
買い増し
|
|