|
1926
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$103万
|
$0
|
1
|
0.49%
|
維持
|
|
|
1927
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$103万
|
-$1.19万
|
1
|
0.59%
|
減少
|
|
|
1928
|
Harvest Fund Management
Beijing,
China
|
$103万
|
-$70.2万
|
1
|
0.05%
|
減少
|
|
|
1929
|
Oxford Financial Group
Carmel,
Indiana
|
$103万
|
-$2.32万
|
1
|
0.06%
|
減少
|
|
|
1930
|
Thomasville National Bank
Thomasville,
Georgia
|
$102万
|
-$23.3万
|
1
|
0.07%
|
減少
|
|
|
1931
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$102万
|
+$6.33万
|
1
|
0.4%
|
買い増し
|
|
|
1932
|
Abacus Planning Group
Columbia,
South Carolina
|
$102万
|
+$1.8万
|
1
|
0.15%
|
買い増し
|
|
|
1933
|
|
$102万
|
+$4.71万
|
1
|
0.24%
|
買い増し
|
|
|
1934
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$102万
|
-$1.49万
|
1
|
0.15%
|
減少
|
|
|
1935
|
Planning Alternatives
Birmingham,
Michigan
|
$102万
|
+$15.3万
|
1
|
0.14%
|
買い増し
|
|
|
1936
|
Magnus Financial Group
New York
|
$102万
|
-$5.9万
|
1
|
0.09%
|
減少
|
|
|
1937
|
Port Capital
Chicago,
Illinois
|
$101万
|
-$5.15万
|
1
|
0.04%
|
減少
|
|
|
1938
|
Destination Wealth Management
Walnut Creek,
California
|
$101万
|
-$8.09万
|
1
|
0.03%
|
減少
|
|
|
1939
|
Quadcap Wealth Management
Frisco,
Texas
|
$101万
|
-$8.58万
|
1
|
0.13%
|
減少
|
|
|
1940
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$101万
|
-$12.5万
|
1
|
0.25%
|
減少
|
|
|
1941
|
Warwick Investment Management
Bryan,
Texas
|
$101万
|
-$5,926
|
1
|
0.2%
|
減少
|
|
|
1942
|
Opinicus Capital
Tampa,
Florida
|
$101万
|
+$7,214
|
1
|
0.76%
|
買い増し
|
|
|
1943
|
Kendall Capital Management
Rockville,
Maryland
|
$100万
|
-$5,153
|
1
|
0.27%
|
減少
|
|
|
1944
|
Center for Financial Planning
Southfied,
Michigan
|
$100万
|
+$4.68万
|
3
|
0.12%
|
買い増し
|
|
|
1945
|
Boston Trust Walden
Boston,
Massachusetts
|
$100万
|
+$2.58万
|
1
|
0.01%
|
買い増し
|
|
|
1946
|
Red Door Wealth Management
Memphis,
Tennessee
|
$100万
|
+$3.45万
|
1
|
0.12%
|
買い増し
|
|
|
1947
|
Close Asset Management
London,
United Kingdom
|
$100万
|
+$13万
|
3
|
0.03%
|
買い増し
|
|
|
1948
|
Creekside Partners
Petaluma,
California
|
$100万
|
+$1,031
|
1
|
0.48%
|
買い増し
|
|
|
1949
|
Strategic Financial Concepts
San Antonio,
Texas
|
$100万
|
-$154万
|
1
|
0.14%
|
減少
|
|
|
1950
|
Legal Advantage Investments
Los Altos Hills,
California
|
$100万
|
-$1.29万
|
1
|
0.47%
|
減少
|
|
