|
1951
|
Lindbrook Capital
Calabasas,
California
|
$17.6万
|
+$4,854
|
1
|
0.04%
|
買い増し
|
|
|
1952
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$17.2万
|
$0
|
1
|
0.05%
|
維持
|
|
|
1953
|
Truehand Inc
Strafford,
New Hampshire
|
$17万
|
$0
|
1
|
0.11%
|
維持
|
|
|
1954
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$16.9万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1955
|
Johnson Midwest Financial
Glidden,
Iowa
|
$16.9万
|
+$16.3万
|
1
|
0.16%
|
新規
|
|
|
1956
|
Platinum Investment Management
Sydney Australia 2000,
Australia
|
$16.9万
|
+$1.78万
|
1
|
0%
|
買い増し
|
|
|
1957
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$16.5万
|
+$5.29万
|
1
|
0.04%
|
買い増し
|
|
|
1958
|
|
$16.5万
|
+$15.3万
|
1
|
0.01%
|
買い増し
|
|
|
1959
|
Creative Financial Designs
Kokomo,
Indiana
|
$16.3万
|
+$1.53万
|
1
|
0.03%
|
買い増し
|
|
|
1960
|
Financial Management Professionals
Austin,
Texas
|
$16.2万
|
+$1.98万
|
1
|
0.05%
|
買い増し
|
|
|
1961
|
James Investment Research
Alpha,
Ohio
|
$15.8万
|
-$8.55万
|
1
|
0.01%
|
減少
|
|
|
1962
|
Legal Advantage Investments
Los Altos Hills,
California
|
$15.3万
|
+$14.7万
|
1
|
0.12%
|
新規
|
|
|
1963
|
Central Bank & Trust
Lexington,
Kentucky
|
$15.2万
|
$0
|
1
|
0.03%
|
維持
|
|
|
1964
|
|
$15.2万
|
+$2.96万
|
1
|
0.02%
|
買い増し
|
|
|
1965
|
Legacy Bridge
West Des Moines,
Iowa
|
$15.2万
|
$0
|
1
|
0.11%
|
維持
|
|
|
1966
|
RMR Wealth Builders
Montclair,
New Jersey
|
$15.2万
|
-$35.9万
|
1
|
0.07%
|
減少
|
|
|
1967
|
Sittner & Nelson
Eugene,
Oregon
|
$15.2万
|
+$14.6万
|
1
|
0.14%
|
新規
|
|
|
1968
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$15.1万
|
-$1.21万
|
1
|
0.11%
|
減少
|
|
|
1969
|
Horan Securities
Cincinnati,
United States
|
$15.1万
|
-$7,859
|
1
|
0.12%
|
減少
|
|
|
1970
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$14.9万
|
-$1.18万
|
1
|
0.12%
|
減少
|
|
|
1971
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$14.9万
|
+$14.3万
|
1
|
0.13%
|
新規
|
|
|
1972
|
Lenox Wealth Advisors
New York
|
$14.8万
|
+$3.72万
|
1
|
0.02%
|
買い増し
|
|
|
1973
|
Stelac Advisory Services
New York
|
$14.7万
|
+$14.1万
|
1
|
0.04%
|
新規
|
|
|
1974
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$14.6万
|
+$14万
|
1
|
0.14%
|
新規
|
|
|
1975
|
Close Asset Management
London,
United Kingdom
|
$14.6万
|
+$1.2万
|
1
|
0.01%
|
買い増し
|
|