|
1951
|
Riversedge Advisors
Wilmington,
Delaware
|
$30.3万
|
+$29.9万
|
1
|
0.05%
|
新規
|
|
|
1952
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$30.3万
|
+$8,482
|
1
|
0.03%
|
買い増し
|
|
|
1953
|
Aventura Private Wealth
Aventura,
Florida
|
$30.3万
|
+$3,635
|
1
|
0.11%
|
買い増し
|
|
|
1954
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$30.3万
|
$0
|
1
|
0.08%
|
維持
|
|
|
1955
|
Successful Portfolios
Clearwater,
Florida
|
$30.2万
|
-$4,241
|
1
|
0.18%
|
減少
|
|
|
1956
|
Advyzon Investment Management
Lisle,
Illinois
|
$30.1万
|
+$6.6万
|
1
|
0.05%
|
買い増し
|
|
|
1957
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$30.1万
|
+$29.7万
|
1
|
0.1%
|
新規
|
|
|
1958
|
First American Trust
Santa Ana,
California
|
$30.1万
|
+$4.85万
|
1
|
0.02%
|
買い増し
|
|
|
1959
|
Archvest Wealth Advisors
Concord,
California
|
$30.1万
|
+$5.57万
|
1
|
0.27%
|
買い増し
|
|
|
1960
|
Channel Wealth
Santa Barbara,
California
|
$30万
|
-$166万
|
1
|
0.08%
|
減少
|
|
|
1961
|
Foresight Capital Management Advisors
Saline,
Michigan
|
$30万
|
+$29.6万
|
1
|
0.17%
|
新規
|
|
|
1962
|
D'Orazio & Associates
Falls Church,
Virginia
|
$30万
|
+$1.33万
|
1
|
0.04%
|
買い増し
|
|
|
1963
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$29.9万
|
-$3.03万
|
1
|
0.15%
|
減少
|
|
|
1964
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$29.9万
|
+$29.5万
|
1
|
0.02%
|
新規
|
|
|
1965
|
Trace Wealth Advisors
Los Angeles,
California
|
$29.9万
|
+$29.5万
|
1
|
0.22%
|
新規
|
|
|
1966
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$29.8万
|
$0
|
1
|
0.22%
|
維持
|
|
|
1967
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$29.8万
|
$0
|
1
|
0.04%
|
維持
|
|
|
1968
|
4J Wealth Management
Alexandria,
Virginia
|
$29.8万
|
$0
|
1
|
0.17%
|
維持
|
|
|
1969
|
Zhang Financial
Portage,
Michigan
|
$29.7万
|
+$3.03万
|
1
|
0.01%
|
買い増し
|
|
|
1970
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$29.7万
|
+$4,241
|
1
|
0.13%
|
買い増し
|
|
|
1971
|
Pin Oak Investment Advisors
Houston,
Texas
|
$29.7万
|
$0
|
1
|
0.21%
|
維持
|
|
|
1972
|
Intellectus Partners
San Francisco,
California
|
$29.6万
|
-$1.88万
|
1
|
0.06%
|
減少
|
|
|
1973
|
Shum Financial Group
Alameda,
California
|
$29.6万
|
+$29.2万
|
1
|
0.22%
|
新規
|
|
|
1974
|
Gemmer Asset Management
Walnut Creek,
California
|
$29.6万
|
+$9,087
|
1
|
0.02%
|
買い増し
|
|
|
1975
|
Manchester Capital Management
Manchester,
Vermont
|
$29.6万
|
-$31万
|
1
|
0.04%
|
減少
|
|
