|
1951
|
First Interstate Bank
Billings,
Montana
|
$58.1万
|
+$16.5万
|
1
|
0.04%
|
買い増し
|
|
|
1952
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$58.1万
|
-$19.2万
|
1
|
0.12%
|
減少
|
|
|
1953
|
Penbrook Management
New York
|
$58万
|
-$21.1万
|
1
|
0.38%
|
減少
|
|
|
1954
|
TriaGen Wealth Management
Calabasas,
California
|
$57.9万
|
-$1.96万
|
1
|
0.19%
|
減少
|
|
|
1955
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$57.7万
|
$0
|
1
|
0.04%
|
維持
|
|
|
1956
|
Comprehensive Financial Management
Los Gatos,
California
|
$57.7万
|
$0
|
1
|
0.02%
|
維持
|
|
|
1957
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$57.6万
|
+$22万
|
1
|
0.06%
|
買い増し
|
|
|
1958
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$57.4万
|
+$3.49万
|
1
|
0.15%
|
買い増し
|
|
|
1959
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$57.4万
|
+$7.2万
|
1
|
0.13%
|
買い増し
|
|
|
1960
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$57.4万
|
+$7.49万
|
1
|
0.14%
|
買い増し
|
|
|
1961
|
626 Financial
Portage,
Michigan
|
$57.2万
|
$0
|
1
|
0.32%
|
維持
|
|
|
1962
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$57.2万
|
+$196
|
1
|
0.09%
|
買い増し
|
|
|
1963
|
Gryphon Financial Partners
Columbus,
Ohio
|
$57.1万
|
-$8,823
|
1
|
0.08%
|
減少
|
|
|
1964
|
Doheny Asset Management
Los Angeles,
California
|
$57.1万
|
$0
|
1
|
0.39%
|
維持
|
|
|
1965
|
Truvestments Capital
Sarasota,
Florida
|
$57万
|
+$5.76万
|
1
|
0.15%
|
買い増し
|
|
|
1966
|
Fenimore Asset Management
Cobleskill,
New York
|
$56.9万
|
$0
|
1
|
0.01%
|
維持
|
|
|
1967
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$56.8万
|
+$18.1万
|
1
|
0.09%
|
買い増し
|
|
|
1968
|
Chatham Capital Group
Savannah,
Georgia
|
$56.7万
|
$0
|
1
|
0.09%
|
維持
|
|
|
1969
|
CKW Financial Group
Honolulu,
Hawaii
|
$56.5万
|
+$2,353
|
1
|
0.07%
|
買い増し
|
|
|
1970
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$56.4万
|
+$1.49万
|
2
|
0.1%
|
買い増し
|
|
|
1971
|
Windsor Capital Management
Phoenix,
Arizona
|
$56.3万
|
-$4,510
|
1
|
0.16%
|
減少
|
|
|
1972
|
|
$56.3万
|
+$5.71万
|
1
|
0.13%
|
買い増し
|
|
|
1973
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$55.9万
|
+$980
|
1
|
0.25%
|
買い増し
|
|
|
1974
|
Brophy Wealth Management
Bedford,
New Hampshire
|
$55.9万
|
+$49.5万
|
1
|
0.2%
|
新規
|
|
|
1975
|
LVZ Inc
Holland,
Michigan
|
$55.8万
|
-$3.69万
|
1
|
0.07%
|
減少
|
|
