|
1951
|
KFA Private Wealth Group
Tysons,
Virginia
|
$105万
|
-$2.57万
|
1
|
0.3%
|
減少
|
|
|
1952
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$105万
|
-$1.91万
|
1
|
0.17%
|
減少
|
|
|
1953
|
WinCap Financial
Boston,
Massachusetts
|
$105万
|
+$3.46万
|
1
|
0.73%
|
買い増し
|
|
|
1954
|
Northstar Advisory Group
Northfield,
New Jersey
|
$105万
|
+$11.2万
|
1
|
0.43%
|
買い増し
|
|
|
1955
|
Financial Advisors Network
Tustin,
California
|
$105万
|
$0
|
1
|
0.15%
|
維持
|
|
|
1956
|
Mairs & Power Inc
St Paul,
Minnesota
|
$104万
|
-$1.86万
|
1
|
0.01%
|
減少
|
|
|
1957
|
DRW Securities
Chicago,
Illinois
|
$104万
|
-$74万
|
1
|
0.02%
|
減少
|
|
|
1958
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$104万
|
+$6,282
|
1
|
0.16%
|
買い増し
|
|
|
1959
|
Sachetta
Lynnfield,
Massachusetts
|
$104万
|
+$7.83万
|
3
|
0.39%
|
買い増し
|
|
|
1960
|
Quadcap Wealth Management
Frisco,
Texas
|
$104万
|
+$6.67万
|
1
|
0.12%
|
買い増し
|
|
|
1961
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$103万
|
-$85万
|
1
|
0.09%
|
減少
|
|
|
1962
|
Simplify Asset Management
Las Vegas,
Nevada
|
$103万
|
+$95.8万
|
1
|
0.02%
|
新規
|
|
|
1963
|
Chatham Capital Group
Savannah,
Georgia
|
$103万
|
-$1.62万
|
1
|
0.15%
|
減少
|
|
|
1964
|
Wimmer Associates 1
Pasadena,
California
|
$103万
|
$0
|
1
|
0.49%
|
維持
|
|
|
1965
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$103万
|
+$20.2万
|
5
|
0.65%
|
買い増し
|
|
|
1966
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$102万
|
-$1.68万
|
1
|
0.18%
|
減少
|
|
|
1967
|
Boston Family Office
Boston,
Massachusetts
|
$102万
|
-$9.4万
|
1
|
0.07%
|
減少
|
|
|
1968
|
Oldfather Financial Services
Kearney,
Nebraska
|
$102万
|
+$9,423
|
1
|
0.32%
|
買い増し
|
|
|
1969
|
Tripletail Wealth Management
Orlando,
Florida
|
$102万
|
+$13.7万
|
3
|
1.21%
|
買い増し
|
|
|
1970
|
Northside Capital Management
Hood River,
Oregon
|
$102万
|
$0
|
1
|
0.09%
|
維持
|
|
|
1971
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$102万
|
-$7.22万
|
4
|
0.16%
|
減少
|
|
|
1972
|
Revisor Wealth Management
Akron,
Ohio
|
$102万
|
-$2.75万
|
1
|
0.35%
|
減少
|
|
|
1973
|
Rebalance
Palo Alto,
California
|
$102万
|
-$6.73万
|
1
|
0.06%
|
減少
|
|
|
1974
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$102万
|
-$24.4万
|
1
|
0.2%
|
減少
|
|
|
1975
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$102万
|
-$4.32万
|
1
|
0.12%
|
減少
|
|
