|
1951
|
Pacific Center for Financial Services
San Ramon,
California
|
$3.3万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1952
|
CVA Family Office
Denver,
Colorado
|
$3万
|
+$2.14万
|
1
|
0.02%
|
買い増し
|
|
|
1953
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$3万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1954
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3万
|
+$3.01万
|
1
|
0.01%
|
新規
|
|
|
1955
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$2.9万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1956
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.7万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1957
|
West Paces Advisors
Atlanta,
Georgia
|
$2.42万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1958
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$2.4万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1959
|
First Quadrant
Glendale,
California
|
$2.4万
|
$0
|
1
|
0%
|
維持
|
|
|
1960
|
Hexavest
Montreal,
Quebec, Canada
|
$2.4万
|
$0
|
1
|
0%
|
維持
|
|
|
1961
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$2.4万
|
+$2,091
|
1
|
0.01%
|
買い増し
|
|
|
1962
|
Bray Capital Advisors
Naples,
Florida
|
$2.3万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1963
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$2.1万
|
-$4,181
|
1
|
0.01%
|
減少
|
|
|
1964
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$2.1万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1965
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.81万
|
+$697
|
1
|
0.01%
|
買い増し
|
|
|
1966
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1.7万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1967
|
Horrell Capital Management
Little Rock,
Arkansas
|
$1.7万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1968
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.6万
|
-$8,711
|
1
|
0.01%
|
減少
|
|
|
1969
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.5万
|
+$1,974
|
1
|
0.01%
|
買い増し
|
|
|
1970
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.4万
|
-$6.07万
|
1
|
0.01%
|
減少
|
|
|
1971
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.2万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1972
|
Financial Advantage
Columbia,
Maryland
|
$1.1万
|
+$1.12万
|
1
|
0.01%
|
新規
|
|
|
1973
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$1万
|
-$3646万
|
1
|
0%
|
減少
|
|
|
1974
|
Reitz Capital Advisors
Freeland,
Michigan
|
$1万
|
+$1.05万
|
1
|
0.01%
|
新規
|
|
|
1975
|
Regal Wealth Group
Seal Beach,
California
|
$9,000
|
$0
|
1
|
0.01%
|
維持
|
|
