|
1951
|
Vision Retirement
Ridgewood,
New Jersey
|
$123万
|
+$130万
|
5
|
0.33%
|
新規
|
|
|
1952
|
Avity Investment Management
Greenwich,
Connecticut
|
$123万
|
+$8.98万
|
1
|
0.09%
|
買い増し
|
|
|
1953
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$123万
|
-$147万
|
2
|
0.3%
|
減少
|
|
|
1954
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$123万
|
+$5万
|
1
|
0.1%
|
買い増し
|
|
|
1955
|
KFG Wealth Management
Granger,
Indiana
|
$122万
|
+$97.2万
|
2
|
0.16%
|
買い増し
|
|
|
1956
|
BXM Wealth
Englewood,
Colorado
|
$122万
|
-$17.9万
|
1
|
0.94%
|
減少
|
|
|
1957
|
Mill Capital Management
Concord,
North Carolina
|
$122万
|
$0
|
1
|
0.09%
|
維持
|
|
|
1958
|
James J. Burns & Company
Melville,
New York
|
$122万
|
+$4.89万
|
2
|
0.17%
|
買い増し
|
|
|
1959
|
Callahan Advisors
Houston,
Texas
|
$122万
|
-$7.49万
|
1
|
0.1%
|
減少
|
|
|
1960
|
Princeton Capital Management
Red Bank,
New Jersey
|
$121万
|
+$7.53万
|
3
|
0.31%
|
買い増し
|
|
|
1961
|
Oder Investment Management
Woodland Hills,
California
|
$121万
|
+$1,497
|
1
|
0.88%
|
買い増し
|
|
|
1962
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$121万
|
-$110万
|
1
|
1.38%
|
減少
|
|
|
1963
|
Buska Wealth Management
Wausau,
Wisconsin
|
$121万
|
+$122万
|
1
|
0.45%
|
新規
|
|
|
1964
|
Aquatic Capital Management
Chicago,
Illinois
|
$121万
|
-$1257万
|
1
|
0.03%
|
減少
|
|
|
1965
|
Archvest Wealth Advisors
Concord,
California
|
$121万
|
+$2,695
|
1
|
0.77%
|
買い増し
|
|
|
1966
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$121万
|
+$5.96万
|
1
|
0.97%
|
買い増し
|
|
|
1967
|
SOA Wealth Advisors
New York
|
$120万
|
+$1.93万
|
6
|
0.2%
|
買い増し
|
|
|
1968
|
Oak Asset Management
Westlake Village,
California
|
$120万
|
-$3,594
|
1
|
0.41%
|
減少
|
|
|
1969
|
Alphadyne Asset Management
New York
|
$120万
|
+$122万
|
1
|
0.03%
|
新規
|
|
|
1970
|
Rational Advisors
Huntington,
New York
|
$120万
|
+$28.2万
|
1
|
0.12%
|
買い増し
|
|
|
1971
|
Opal Wealth Advisors
Jericho,
New York
|
$120万
|
-$4,792
|
1
|
0.31%
|
減少
|
|
|
1972
|
Rinkey Investments
San Diego,
California
|
$120万
|
$0
|
1
|
0.3%
|
維持
|
|
|
1973
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$120万
|
-$4,792
|
1
|
0.56%
|
減少
|
|
|
1974
|
|
$119万
|
+$169万
|
2
|
0.01%
|
新規
|
|
|
1975
|
JB Capital
Wethersfield,
Connecticut
|
$119万
|
+$2.13万
|
1
|
0.05%
|
買い増し
|
|