|
1926
|
Leisure Capital Management
Costa Mesa,
California
|
$135万
|
+$5.72万
|
1
|
0.42%
|
買い増し
|
|
|
1927
|
BXM Wealth
Englewood,
Colorado
|
$135万
|
+$15.1万
|
1
|
0.73%
|
買い増し
|
|
|
1928
|
|
$135万
|
-$11.7万
|
1
|
0.18%
|
減少
|
|
|
1929
|
Forum Financial Management
Lombard,
Illinois
|
$134万
|
-$2.7万
|
1
|
0.02%
|
減少
|
|
|
1930
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$134万
|
-$11.3万
|
1
|
0.09%
|
減少
|
|
|
1931
|
David J. Yvars Group
University Park,
Florida
|
$134万
|
+$55.7万
|
1
|
0.63%
|
買い増し
|
|
|
1932
|
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
|
$134万
|
+$22.4万
|
1
|
0.85%
|
買い増し
|
|
|
1933
|
Alteri Wealth
Westlake Village,
California
|
$134万
|
-$13万
|
1
|
0.37%
|
減少
|
|
|
1934
|
Sovran Advisors
San Diego,
California
|
$133万
|
-$96万
|
2
|
0.1%
|
減少
|
|
|
1935
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$133万
|
+$1,764
|
2
|
0.33%
|
買い増し
|
|
|
1936
|
Trustco Bank (New York)
Albany,
New York
|
$133万
|
+$6,299
|
1
|
0.97%
|
買い増し
|
|
|
1937
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$133万
|
+$19.5万
|
1
|
0.25%
|
買い増し
|
|
|
1938
|
TRB Wealth Management
Houston,
Texas
|
$133万
|
+$1.89万
|
1
|
0.18%
|
買い増し
|
|
|
1939
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$132万
|
-$3.68万
|
1
|
0.39%
|
減少
|
|
|
1940
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$132万
|
-$2.97万
|
1
|
0.67%
|
減少
|
|
|
1941
|
|
$132万
|
+$118万
|
2
|
0.66%
|
新規
|
|
|
1942
|
Coastline Trust
Providence,
Rhode Island
|
$132万
|
+$81.5万
|
2
|
0.12%
|
買い増し
|
|
|
1943
|
World Equity Group
Schaumburg,
Illinois
|
$132万
|
-$1.84万
|
1
|
0.3%
|
減少
|
|
|
1944
|
Cypress Capital Advisors
Franklin,
Tennessee
|
$132万
|
-$6.78万
|
1
|
0.54%
|
減少
|
|
|
1945
|
Severin Investments
St. Louis,
Missouri
|
$132万
|
+$21.3万
|
1
|
0.99%
|
買い増し
|
|
|
1946
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$132万
|
+$2.85万
|
2
|
0.07%
|
買い増し
|
|
|
1947
|
CRA Financial Services
Northfield,
New Jersey
|
$132万
|
-$4.76万
|
1
|
0.15%
|
減少
|
|
|
1948
|
Wealth Architects
Mountain View,
California
|
$132万
|
+$2.09万
|
1
|
0.1%
|
買い増し
|
|
|
1949
|
Oxford Financial Group
Carmel,
Indiana
|
$132万
|
-$4.38万
|
1
|
0.07%
|
減少
|
|
|
1950
|
|
$131万
|
-$1.01万
|
1
|
0.33%
|
減少
|
|
