|
1951
|
Novare Capital Management
Charlotte,
North Carolina
|
$32.8万
|
+$2,134
|
1
|
0.04%
|
買い増し
|
|
|
1952
|
Investment Advisory Group
Hanover,
Massachusetts
|
$32.8万
|
+$4,269
|
1
|
0.17%
|
買い増し
|
|
|
1953
|
OneAscent Financial Services
Birmingham,
Alabama
|
$32.6万
|
+$33.1万
|
1
|
0.08%
|
新規
|
|
|
1954
|
Rock Creek Group
Washington,
District of Columbia
|
$32.6万
|
-$15.4万
|
1
|
0.04%
|
減少
|
|
|
1955
|
Aviance Capital Partners
Naples,
Florida
|
$32.6万
|
-$7.28万
|
1
|
0.07%
|
減少
|
|
|
1956
|
Prudent Investors Network
Lake Forest,
California
|
$32.4万
|
+$2.75万
|
1
|
0.15%
|
買い増し
|
|
|
1957
|
Five Oceans Advisors
Santa Monica,
California
|
$32.4万
|
+$9,248
|
1
|
0.21%
|
買い増し
|
|
|
1958
|
Court Place Advisors
Ellicott City,
Maryland
|
$32.4万
|
-$16.4万
|
1
|
0.12%
|
減少
|
|
|
1959
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$32.4万
|
-$1.65万
|
1
|
0.12%
|
減少
|
|
|
1960
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$32.4万
|
-$9,106
|
1
|
0.1%
|
減少
|
|
|
1961
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$32.3万
|
-$1.84万
|
1
|
0.04%
|
減少
|
|
|
1962
|
Summitry LLC
Foster City,
California
|
$32.2万
|
-$2.03万
|
1
|
0.02%
|
減少
|
|
|
1963
|
Voya Financial Advisors
Windsor,
Connecticut
|
$32.2万
|
+$3.51万
|
1
|
0.04%
|
買い増し
|
|
|
1964
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$32.1万
|
+$32.5万
|
1
|
0.15%
|
新規
|
|
|
1965
|
|
$32万
|
-$560万
|
2
|
0%
|
減少
|
|
|
1966
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$32万
|
+$5.36万
|
1
|
0.05%
|
買い増し
|
|
|
1967
|
BCK Capital Management
Stamford,
Connecticut
|
$32万
|
+$33.7万
|
1
|
0.16%
|
新規
|
|
|
1968
|
Buffington Mohr McNeal
Boise,
Idaho
|
$31.9万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1969
|
CNB Bank
Clearfield,
Pennsylvania
|
$31.8万
|
-$6,403
|
1
|
0.19%
|
減少
|
|
|
1970
|
Sonoma Private Wealth
Sonoma,
California
|
$31.7万
|
+$1,138
|
1
|
0.58%
|
買い増し
|
|
|
1971
|
Peak Asset Management
Louisville,
Colorado
|
$31.7万
|
$0
|
1
|
0.08%
|
維持
|
|
|
1972
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$31.7万
|
+$10.2万
|
1
|
0.02%
|
買い増し
|
|
|
1973
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$31.7万
|
+$5,407
|
1
|
0.13%
|
買い増し
|
|
|
1974
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$31.6万
|
+$2,277
|
1
|
0.12%
|
買い増し
|
|
|
1975
|
Gryphon Financial Partners
Columbus,
Ohio
|
$31.5万
|
-$996
|
1
|
0.07%
|
減少
|
|
