|
1951
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$84.6万
|
+$3.06万
|
1
|
0.04%
|
買い増し
|
|
|
1952
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$84.5万
|
+$5.92万
|
1
|
0.13%
|
買い増し
|
|
|
1953
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$84.5万
|
+$27.6万
|
1
|
0.64%
|
買い増し
|
|
|
1954
|
Retirement Capital Strategies
San Jose,
California
|
$84.2万
|
-$3,062
|
1
|
0.29%
|
減少
|
|
|
1955
|
Northwest Wealth Management
Spencer,
Iowa
|
$84.1万
|
-$9,186
|
1
|
0.11%
|
減少
|
|
|
1956
|
Highline Wealth Partners
Sherman Oaks,
California
|
$84万
|
+$32.5万
|
1
|
0.17%
|
買い増し
|
|
|
1957
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$84万
|
+$18.3万
|
1
|
0.1%
|
買い増し
|
|
|
1958
|
BOS Asset Management
Springfield,
Illinois
|
$83.9万
|
-$1.12万
|
1
|
0.19%
|
減少
|
|
|
1959
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$83.9万
|
$0
|
1
|
0.34%
|
維持
|
|
|
1960
|
Graney & King
Latham,
New York
|
$83.7万
|
-$3,062
|
1
|
0.3%
|
減少
|
|
|
1961
|
CVA Family Office
Denver,
Colorado
|
$83.6万
|
+$1,021
|
1
|
0.08%
|
買い増し
|
|
|
1962
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$83.4万
|
-$1.74万
|
1
|
0.08%
|
減少
|
|
|
1963
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$83.3万
|
-$3.44万
|
2
|
0.79%
|
減少
|
|
|
1964
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$82.9万
|
$0
|
1
|
0.35%
|
維持
|
|
|
1965
|
Rik Saylor Financial
Fairfield,
Ohio
|
$82.7万
|
+$4,083
|
1
|
0.55%
|
買い増し
|
|
|
1966
|
Monument Capital Management
Alexandria,
Virginia
|
$82.5万
|
+$4.59万
|
1
|
0.17%
|
買い増し
|
|
|
1967
|
Rockland Trust
Hanover,
Massachusetts
|
$82.5万
|
+$17.5万
|
1
|
0.03%
|
買い増し
|
|
|
1968
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$82.5万
|
+$4,083
|
1
|
0.3%
|
買い増し
|
|
|
1969
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$82.4万
|
-$1.22万
|
1
|
0.23%
|
減少
|
|
|
1970
|
Trillium Asset Management
Boston,
Massachusetts
|
$82.4万
|
-$1.22万
|
1
|
0.03%
|
減少
|
|
|
1971
|
Alteri Wealth
Westlake Village,
California
|
$82.2万
|
-$3,062
|
1
|
0.23%
|
減少
|
|
|
1972
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$82.2万
|
+$18.2万
|
1
|
0.21%
|
買い増し
|
|
|
1973
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$82.2万
|
-$22.4万
|
1
|
0.28%
|
減少
|
|
|
1974
|
Financial Insights
Tacoma,
Washington
|
$82.1万
|
-$1.02万
|
1
|
0.22%
|
減少
|
|
|
1975
|
Stance Capital
Boston,
Massachusetts
|
$82万
|
-$231万
|
1
|
0.25%
|
減少
|
|
