|
1951
|
Pacific Center for Financial Services
San Ramon,
California
|
$3.3万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1952
|
CVA Family Office
Denver,
Colorado
|
$3.1万
|
+$235
|
1
|
0.02%
|
買い増し
|
|
|
1953
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$3万
|
-$2.17万
|
1
|
0.01%
|
減少
|
|
|
1954
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$3万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1955
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.7万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1956
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.7万
|
+$1.12万
|
1
|
0.01%
|
買い増し
|
|
|
1957
|
JFG Wealth Management
Denver,
Colorado
|
$2.45万
|
+$2.47万
|
1
|
0.02%
|
新規
|
|
|
1958
|
West Paces Advisors
Atlanta,
Georgia
|
$2.43万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1959
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$2.4万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1960
|
First Quadrant
Glendale,
California
|
$2.4万
|
$0
|
1
|
0%
|
維持
|
|
|
1961
|
Hexavest
Montreal,
Quebec, Canada
|
$2.4万
|
$0
|
1
|
0%
|
維持
|
|
|
1962
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$2.4万
|
-$6,122
|
1
|
0.02%
|
減少
|
|
|
1963
|
Bray Capital Advisors
Naples,
Florida
|
$2.3万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1964
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$2.1万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1965
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1.7万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1966
|
Horrell Capital Management
Little Rock,
Arkansas
|
$1.7万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1967
|
NuWave Investment Management
Parsippany,
New Jersey
|
$1.6万
|
-$39.3万
|
1
|
0.02%
|
減少
|
|
|
1968
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.51万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1969
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.34万
|
-$4,945
|
1
|
0.01%
|
減少
|
|
|
1970
|
Elkhorn Partners
Omaha,
Nebraska
|
$1.2万
|
+$1.24万
|
1
|
0.01%
|
新規
|
|
|
1971
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.2万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1972
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1万
|
-$18.6万
|
1
|
0.01%
|
減少
|
|
|
1973
|
Point72 Hong Kong
Hong Kong
|
$9,000
|
+$8,595
|
1
|
0%
|
新規
|
|
|
1974
|
Regal Wealth Group
Seal Beach,
California
|
$9,000
|
$0
|
1
|
0.01%
|
維持
|
|
|
1975
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$8,000
|
$0
|
1
|
0%
|
維持
|
|
