|
1951
|
Duality Advisers
Miami,
Florida
|
$31.5万
|
-$492万
|
1
|
0.04%
|
減少
|
|
|
1952
|
L2 Asset Management
Wayland,
Massachusetts
|
$31.4万
|
+$1.14万
|
1
|
0.15%
|
買い増し
|
|
|
1953
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$31.4万
|
+$1,032
|
1
|
0.07%
|
買い増し
|
|
|
1954
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$31.3万
|
-$774
|
1
|
0.06%
|
減少
|
|
|
1955
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$31.2万
|
+$7,872
|
1
|
0.07%
|
買い増し
|
|
|
1956
|
Austin Private Wealth
Austin,
Texas
|
$31.1万
|
-$7.61万
|
1
|
0.05%
|
減少
|
|
|
1957
|
Center for Financial Planning
Southfied,
Michigan
|
$31.1万
|
-$3.43万
|
1
|
0.07%
|
減少
|
|
|
1958
|
Novare Capital Management
Charlotte,
North Carolina
|
$31.1万
|
+$903
|
1
|
0.03%
|
買い増し
|
|
|
1959
|
Bank of Stockton
Stockton,
California
|
$31万
|
$0
|
1
|
0.11%
|
維持
|
|
|
1960
|
Apella Capital
West Hartford,
Connecticut
|
$30.9万
|
+$29.8万
|
1
|
0.02%
|
新規
|
|
|
1961
|
CNB Bank
Clearfield,
Pennsylvania
|
$30.9万
|
+$6.66万
|
1
|
0.18%
|
買い増し
|
|
|
1962
|
Investment Advisory Group
Hanover,
Massachusetts
|
$30.8万
|
+$2.85万
|
1
|
0.16%
|
買い増し
|
|
|
1963
|
Sherbrooke Park Advisers
White Plains,
New York
|
$30.8万
|
-$58.1万
|
1
|
0.16%
|
減少
|
|
|
1964
|
Merriman Wealth Management
Seattle,
Washington
|
$30.7万
|
-$645
|
1
|
0.02%
|
減少
|
|
|
1965
|
Mattern Wealth Management
Lawrence,
Kansas
|
$30.7万
|
-$4,388
|
1
|
0.09%
|
減少
|
|
|
1966
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$30.6万
|
-$3.55万
|
1
|
0.03%
|
減少
|
|
|
1967
|
Financial Advisors
Andover,
Massachusetts
|
$30.6万
|
+$9.8万
|
1
|
0.07%
|
買い増し
|
|
|
1968
|
One Capital Management
Westlake Village,
California
|
$30.5万
|
-$12.5万
|
1
|
0.01%
|
減少
|
|
|
1969
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$30.5万
|
+$3.94万
|
1
|
0.11%
|
買い増し
|
|
|
1970
|
Heron Financial Group
New York
|
$30.5万
|
-$2,968
|
1
|
0.16%
|
減少
|
|
|
1971
|
Buffington Mohr McNeal
Boise,
Idaho
|
$30.4万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1972
|
|
$30.4万
|
-$22.8万
|
1
|
0.05%
|
減少
|
|
|
1973
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$30.4万
|
-$1.73万
|
1
|
0.05%
|
減少
|
|
|
1974
|
TRUADVICE
Sarasota,
Florida
|
$30.3万
|
-$2.43万
|
1
|
0.11%
|
減少
|
|
|
1975
|
Peak Asset Management
Louisville,
Colorado
|
$30.2万
|
$0
|
1
|
0.07%
|
維持
|
|
