|
1926
|
Sivia Capital Partners
Mill Valley,
California
|
$25.5万
|
-$18.6万
|
-1,567
|
-39%
|
|
|
1927
|
Cornerstone Select Advisors
St. Louis,
Missouri
|
$25.5万
|
+$29.1万
|
+2,455
|
新規
|
|
|
1928
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$25.5万
|
–
|
–
|
–
|
|
|
1929
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$25.5万
|
–
|
–
|
–
|
|
|
1930
|
OneAscent Family Office
Birmingham,
Alabama
|
$25.5万
|
+$29万
|
+2,451
|
新規
|
|
|
1931
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$25.4万
|
-$2.25万
|
-190
|
-7%
|
|
|
1932
|
SpringVest Wealth Management
Dallas,
Texas
|
$25.4万
|
-$119
|
-1
|
-0%
|
|
|
1933
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$25.4万
|
-$3.02万
|
-255
|
-9%
|
|
|
1934
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$25.4万
|
+$356
|
+3
|
+0.1%
|
|
|
1935
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$25.3万
|
–
|
–
|
–
|
|
|
1936
|
Threadgill Financial
Spring,
Texas
|
$25.3万
|
+$1.39万
|
+117
|
+5%
|
|
|
1937
|
MTM Investment Management
Spartanburg,
South Carolina
|
$25.3万
|
–
|
–
|
–
|
|
|
1938
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$25.3万
|
-$5.3万
|
-447
|
-16%
|
|
|
1939
|
Evolve Private Wealth
Los Angeles,
California
|
$25.2万
|
-$61.8万
|
-5,215
|
-68%
|
|
|
1940
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$25.2万
|
-$4,030
|
-34
|
-1%
|
|
|
1941
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$25.2万
|
–
|
–
|
–
|
|
|
1942
|
Liberty Capital Management
Birmingham,
Michigan
|
$25.2万
|
+$28.7万
|
+2,424
|
新規
|
|
|
1943
|
Turning Point Benefit Group
Frederick,
Maryland
|
$25.2万
|
+$1.69万
|
+143
|
+6%
|
|
|
1944
|
Aviso Wealth Management
Bellevue,
Washington
|
$25.1万
|
-$7,704
|
-65
|
-3%
|
|
|
1945
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$25.1万
|
-$8.85万
|
-747
|
-24%
|
|
|
1946
|
Granger Management
New York
|
$25.1万
|
+$28.6万
|
+2,413
|
新規
|
|
|
1947
|
McRae Capital Management
Morristown,
New Jersey
|
$25.1万
|
+$8,889
|
+75
|
+3%
|
|
|
1948
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$25.1万
|
-$4.05万
|
-342
|
-12%
|
|
|
1949
|
|
$25万
|
+$1.58万
|
+133
|
+6%
|
|
|
1950
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$25万
|
+$28.5万
|
+2,407
|
新規
|
|
